Connect Convo AI helpdesk with Nutshell to display People and Lead data in the inbox sidebar, log conversations as Nutshell Activities, and manage support alongside your sales pipeline.
Channels
CRM Sync
Support
To Start
What you get with Convo AI for Nutshell
View Nutshell People profiles, Company records, Lead pipeline stages, and activity timelines in the Convo AI inbox sidebar. Agents see lead confidence, estimated value, and sales rep assignments.
Log Convo AI conversations as Nutshell Activities on People and Lead records. Support interactions appear alongside emails, calls, and meetings in the Nutshell activity timeline.
Route support conversations based on Nutshell Lead ownership and pipeline stage. Customers with active Leads are connected to their assigned sales rep for seamless handoffs.
Push conversation outcomes, CSAT scores, and support tags to Nutshell People and Company custom fields. Segment customers by support experience for targeted sales outreach.
Simple setup process - connect in minutes
Benefits for your support team and customers
View Nutshell People, Company, and Lead data directly in the support inbox sidebar
Log all support conversations as Nutshell Activities for complete customer interaction tracking
Route conversations to Lead-assigned sales reps for continuity between sales and support
Sync CSAT scores and support tags to Nutshell for customer segmentation and outreach
Align small business sales and support teams with shared Nutshell customer records
Common ways to use Convo AI with Nutshell
Display Nutshell Lead confidence score and pipeline stage in the sidebar so agents can identify and prioritize active sales prospects
Auto-log WhatsApp and email support conversations as Nutshell Activities linked to People and Lead records
Route support conversations to the Lead-assigned sales rep so customers experience continuity between sales and support
Push CSAT scores to Nutshell People custom fields for tracking support satisfaction alongside sales metrics
Tag Nutshell People records based on support ticket categories to help sales reps understand customer pain points
Lower than Intercom, Drift, Crisp
AI chatbot from ₹0/month + per conversation
Common questions about Nutshell integration
The integration works with Nutshell Foundation, Pro, Power AI, and Enterprise plans. All plans include API access required for the integration. Advanced routing features work best with Pro and above.
When a customer contacts support, Convo AI looks up their Nutshell People record and checks for active Leads. Conversations are routed to the Lead assignee, ensuring the customer works with their familiar sales contact.
Yes, you can configure custom activity types in Nutshell for different support channels (e.g., "WhatsApp Support", "Live Chat"). Convo AI logs conversations using the appropriate activity type.
Yes, all Nutshell custom fields for People, Companies, and Leads can be displayed in the sidebar. CSAT scores and conversation tags can be synced to custom fields on People records.
Convo AI works with all major CRM platforms