Messaging

One thread per patient, whatever channel they used.

A patient who texts on Monday, emails on Tuesday and uses the website chat on Wednesday is one conversation.

One thread

Attached to the case, not to an inbox.

Whoever picks it up sees the consultation, the quote and the last four messages without opening anything else.

RootLogic conversations: SMS, email and web chat in one thread per patient
Conversations across every channel. Demonstration data.
Your site, your widget

Configured here, rendered there.

The chat widget is set up inside RootLogic and appears only on the sites that embed it. Conversations land in your own tenant, which is the part that matters: a web chat whose transcripts live in a vendor's console is a marketing tool, not a record.

Next

Open the product before you talk to anyone.

The demo tenant is a working RootLogic on demonstration data. Click the pipeline, open a case, read a quote, look at where the revenue came from. No form, no call.