One summary that keeps up
What the client wants and where it stands, in a sentence or two, rewritten after every message. Each topic they raised opens its own summary.
AI Analysis
Every conversation, already read for you
AI Analysis sits beside every conversation with who the client is, one summary of what they want and where it stands, what has been done so far, and every change your team made, so whoever opens it knows the story.
Connect your web chat & social account in under 3 minutes.
What it does
Understands the conversation before your team opens it
No setup, no prompting. The analysis follows the conversation from the first message and rewrites itself as it goes.
Steps taken, from the record
Times offered, bookings made, moved or cancelled, forms sent and answered, and handovers to the team, listed from what actually happened, never from the AI's reading.
Lead status and qualification
Won, Lost or Open, hot, warm or cold, and the conversation's tags, set from the panel and kept on the record.
In the product
The client, their history, and who changed what
The panel starts with the client record and ends with an Activity tab that writes down every change your team made, with the value before and after.
Client profile first
Photo, name, country, phone, email and the channel they wrote from, with the full record one click away.
History
The client's latest earlier conversations, each with its topic and whether it was won, lost or still open.
Activity
Every claim, tag, status change and booking your team made, with who did it, when, and the value before and after.
Where it pays off
From reading the thread to already knowing the story
P / 1
Agents open conversations cold.
The summary and the steps taken mean whoever claims a conversation starts with what happened and what is needed, not a scroll through the transcript.
P / 2
The same question goes unanswered twice.
When the assistant had no answer, AI Analysis says what the client asked and lets you add the answer to your FAQs from the panel, so the next client gets it.
P / 3
Nobody knows who changed what.
The Activity tab keeps every change your team made with its before and after values, so a status or a booking never moves without a name on it.
Stack comparison
Reading conversations today vs. with Fellix AI Analysis
Picking up a conversationStatus quoAn agent reads the whole thread to understand what's going on.FellixOne summary, the topics and the steps taken are there before they open it.
Knowing the clientStatus quoSearching the CRM, or asking the client again.FellixThe client record and their earlier conversations sit beside the thread.
Questions the AI could not answerStatus quoLost in the transcript, and asked again next week.FellixShown in the panel, with a way to add the answer to your FAQs.
Lead qualificationStatus quoSet manually, if at all, after the fact.FellixWon, Lost or Open and hot, warm or cold, on the conversation itself.
Audit trailStatus quoWhatever's in the CRM notes, written after the fact.FellixEvery change your team made, with who, when, and before and after.
Integrations
Connect Fellix to the tools your data already lives in
Fellix reads and writes to your CRM, storefront, calendar and helpdesk — so every conversation starts with real customer context, and every outcome lands back in the stack your team already works in.
Built to work together