One conversation, across channels
Start on a call and continue by message. The history stays with the customer.
Verify customers, take action in your systems and close the loop across SMS, web chat and in-app messaging.
Start on a call and continue by message. The history stays with the customer.
Verify, book and update records directly in your systems.
SMS, web chat and in-app messaging, with a consistent voice.
Apply your policies and retain an audit trail for every conversation.
How messaging works
Confirm identity against your requirements before taking action in the thread.
Check account records, balances and availability during the conversation.
Book appointments, update records and run multi-step workflows in your existing tools.
Send the confirmation and keep a complete conversation record automatically.
Messaging quality
Understand the request, use the right context and complete the work.
Recognise intent beyond keywords and decision trees.
Read your systems as the conversation unfolds.
Apply your requirements before taking action.
Carry multi-step work through to resolution.
Multi-language support with a consistent brand tone.
Retain context across messages and calls.
Key capabilities
Resolve enquiries in the conversation.
Follow up on supported channels.
Keep the conversation connected.
Channels & systems
Connect your CRM, practice management, EHR and operational tools. Actions are written directly into your live systems, without double entry.
Messaging channels
CRM & scheduling integrations
Actions written into
Full audit logs and role-based access; SSO on Enterprise.
Business Associate Agreement (BAA) available on Agency and Enterprise.
Complete conversation records for regulated operations.
On Enterprise, Australian data residency for transcripts and backups, and in-country LLM hosting, by agreement.
SMS, web chat, and in-app messaging — delivered under your brand, with full conversation history kept in one place. Proactive outreach is available on supported channels, with full TCPA and Do-Not-Call list support.
It completes the work. Trillet Messaging verifies the customer, reads live data from your systems mid-conversation, and takes action in the thread — booking, updating records, issuing confirmations. Actions are written into the systems you already use — GoHighLevel, Zoho CRM, Salesforce, Google Calendar, Cal.com and Stripe among them — and additional systems are connected through your system’s API during onboarding.
The conversation transfers cleanly to a live agent with the complete history attached, and the customer stays in the same thread throughout. And because context carries across channels, a conversation that needs a call can continue on Voice with nothing repeated.
HIPAA mode is available on Studio, Agency and Enterprise, with a Business Associate Agreement (BAA) on Agency and Enterprise. GDPR is supported through a data processing agreement (DPA). SOC 2 Type II and ISO 27001 certifications are in place, with full audit logs and role-based access; SSO is available on Enterprise. On Enterprise, data residency is available by agreement. Complete conversation records are maintained automatically for regulated industries.
On Enterprise, data residency (including Australia) and in-country LLM hosting are available by agreement.
Review your use case, channels and integration requirements with our team.