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Nutshell Engagement

Every customer touchpoint. One login.

Let your CRM be your source of truth and your omni-channel inbox.

 

No matter how you communicate with your customers, you can do it in Nutshell.

 

Website live chat

Add web chat to your website to give your visitors another way to get in contact and get into your pipeline.

  • Chat with new leads, or current customers, and get them instant answers
  • Control when you’re online or offline and easily assign leads to the right Nutshell user
  • Seamlessly create new leads from new contacts in your desired pipeline
  • Add calls-to-action to help your leads get what they need, fast.

EN SAVOIR PLUS

AI chatbot

Turn your website live chat into a 24/7 representative to help answer customer questions and convert leads to sales.

  • Set up, train and make your AI chatbot live in less than 20 minutes
  • Per page smart nudges to give your lead a conversation starter
  • Train your both even further with additional PDF uploads, topics to avoid and more.

EN SAVOIR PLUS

1:1 SMS

Send and receive SMS messages in your CRM and automatically sync those conversations to your customer records.

  • Send and receive text messages without leaving your CRM.
  • Add your SMS number to your website as another lead source
  • Automatically create new contacts or update current customer timelines with each text

CRM and SMS don’t have to live on different planets.

EN SAVOIR PLUS

WhatsApp, Facebook & Instagram messages

Respond to messages directly from Nutshell, create leads, and sync those conversations with your customer records.

  • Connect your Facebook, Instagram and WhatsApp business accounts in a matter of minutes
  • Manage all of your Meta messaging from one place – Nutshell
  • All conversations sync to your current timelines

EN SAVOIR PLUS

Engagement reporting

The Engagement report helps you understand the impact of your chat widget on your website.

  • Visualize how visitors interact with your Chat widget
  • Measure impressions, opens an actions taken (i.e. chats, bookings, calls, etc.)
  • Spot bottlenecks in your funnel and optimize your web chat experience

Voir Nutshell en action !

Essayez Nutshell gratuitement pendant 14 jours ou laissez-nous vous faire découvrir le site avant de vous y plonger.

World-class live support for all customers

We want you to succeed. That’s why we don’t charge extra for support. Our friendly support team has your back from the moment you start your trial.

We’ll even help migrate your data so you can get up-and-running fast. Onboarding and implementation services are available if you need them.

EN SAVOIR PLUS

View our free Engagement resources

Over the years, we’ve curated a list of resources to help you with your customer engagement. These resources include CRM-related tips, web chat tips, SMS tips, customer support tips and customer success tips. We’ll continue to add more free resources because we are committed to helping businesses grow!

Affordable Engagement software to help YOU grow

Engagement Foundation badge

Website live chat, AI chatbot and Engagement reporting. Included with all CRM subscriptions.

Engagement Pro badge

SMS, WhatsApp, Facebook and Instagram messaging.

SMS  badge

150 SMS sends included with each Engagement Pro seat. Additional SMS sends can be purchased based on your needs.

FAQ

  • 1. What’s the difference between Nutshell Engagement and a traditional CRM?

    Traditional CRMs store customer data and manage sales processes. Nutshell Engagement goes further by enabling real-time, two-way communication across SMS, web chat, and social channels—all in one platform. It’s about actively engaging customers, not just tracking them.

  • 2. Can I use Nutshell Engagement without purchasing separate tools for each channel?

    Yes! Nutshell Engagement combines SMS, web chat, AI chatbot, and social messaging (WhatsApp, Facebook, Instagram) in one unified inbox. You won’t need to wire together multiple tools or manage separate subscriptions—everything works seamlessly within your CRM.

  • 3. How does the AI chatbot hand off conversations to human agents?

    When a visitor needs human help, your AI chatbot can instantly connect them to available team members. You control when handoffs happen by setting goals in your chatbot settings. If no one’s available, the chatbot captures their info so you can follow up.

  • 4. What happens to my SMS messages if I reach my monthly limit?

    You can purchase additional SMS message packs in increments of 250 messages (up to 10,000) directly from your Nutshell account. This ensures you never miss important conversations with leads and customers, even during high-volume periods.

  • 5. Can I manage Instagram, Facebook, and WhatsApp messages in the same inbox as SMS and web chat?

    Absolutely. Nutshell’s Engagement Inbox consolidates all your conversations—SMS, web chat, WhatsApp, Facebook Messenger, and Instagram DMs—in one place. You can assign threads, track conversations, and respond without switching between tools or tabs.

Are you ready to close more deals?

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