Feature overview
Nviti brings customer conversations, AI assistants, structured data collection, and business workflows into one workspace. Availability depends on your permissions, plan, connected accounts, and enabled modules.
Use Nviti on a website, in a branded web app, inside a mobile app through the SDKs, or on WhatsApp. Choose the customer journey first, then use the channel comparison to check identity, forms, media and notification requirements. Shared business logic does not imply identical channel capabilities.
| Area | Capabilities and guides |
|---|---|
| Assistants | Instructions, models, reasoning, media, and knowledge; API, table, and MCP tools. |
| Inbox | Shared inbox, human handover, and analytics. |
| Website and mobile chat | Widgets, full-page chat and PWA, visitor forms and bookings, and mobile SDK integration. |
| Channels | WhatsApp, Messenger, Instagram, and SMS configuration. |
| Knowledge | Articles, categories, document processing, and short links. |
| Forms and data | Form Builder, Data Stores, and Query API. |
| Automation | Resource workflows, API actions, notifications, and schedules. |
| Marketing | Visitors, audiences, WhatsApp and widget campaigns, and Meta templates. |
| Commerce | Products, orders, checkout and payments, and bookings. |
| Workspace management | Companies and branding, users, and roles. |
| Monitoring | Activity logs, webhooks, and AI usage. |
| Developer integrations | Outbound messages, signed mobile chat, and data queries. |
For ticket-based support, use Helpdesk to manage teams, assignments, service targets, customer replies, and ticket workflows.
Start with one assistant, a small knowledge base, and one channel. Test the complete customer journey before adding automated actions or campaigns. Review current plan allowances in your account before making capacity commitments.
Related video lesson
Related lesson: navigating feature documentation, not a demonstration of every platform feature.
CRM and connected service
The CRM guide covers shared customers/organizations, profile previews, opportunities, private deal drafts, activities/notes, migration, and advanced features where enabled. Helpdesk remains an independent service module linked to the same permitted customer context.
Zoho CRM, Zoho Desk and record updates explain the bounded integration scope; connecting does not mirror every provider module. Native mobile workspace describes the Flutter staff app, its permission/data-aware navigation and release boundaries.