How it Works

Quick steps to grow even quicker.

Grow your email list, launch great campaigns, and gather real feedback from your customers — all from one workspace.

  1. 01
    sendbat.com/register
    Create your account
    Full nameJohn Smith
    Work email[email protected]
    WorkspaceJoe's Bistro
    Create workspace
    Register

    Start in under a minute.

    Sign up with your details and spin up your own workspace. Each workspace is fully isolated, with its own contacts, numbers, campaigns, and settings — perfect for a single business or many brands under one roof.

    • No credit card required to get started
    • Invite your team from day one
    • Separate workspaces for each business you run
  2. 02
    Campaign · Spring Promo
    Contacts4,280
    Delivered98.6%
    Replies1,342
    1
    Day 1 · SMS welcomeAuto-send on contact add
    2
    Day 3 · Follow-up emailScheduled 9:00 AM local
    3
    Day 7 · WhatsApp offer-20% coupon attached
    Campaigns

    Launch campaigns that run themselves.

    Once your brand is verified and you have a number, Sendbat unlocks Campaigns. Pick the contact list, choose a template from your library, and go — SMS, email, and WhatsApp in one flow. Automation handles the follow-ups so your team can focus on real conversations.

    • Drag-and-drop multi-step automations
    • Reusable template library
    • Real-time analytics: sent, delivered, responded, opted-out
  3. 03
    Contacts · All
    A
    Alicia Moore+1 (555) 0145 · VIP
    Won
    T
    Tomás KlineSMS · Campaign: Spring
    Replied
    S
    Sara ParkTag: Hot Lead
    Lead
    R
    Riya NairFri 3:30 PM
    Scheduled
    Add contact Import CSV Start chat
    Contacts / Leads

    Every lead, in one place.

    The Contacts & Leads section gives you a complete view of everyone you talk to. Add contacts one by one or import them in bulk, start a new chat directly, and manage tags, groups, notes, and statuses without leaving the screen.

    • Bulk CSV import with column mapping
    • Filter by status: lead, responded, scheduled, won, or lost
    • Custom fields, tags, notes, and segments
  4. 04
    Response Libraries
    “book” Send booking template + tag Hot Lead
    “stop” Opt out + update status Opted-out
    “menu” Reply with menu PDF + book AI call-back
    “refer” Send coupon code FRIEND20
    Add keyword rule
    Response Libraries & Automations

    Reply intelligently on autopilot.

    Design keyword-based responses that trigger the right action every time. A customer texts "book"? Send the booking template and tag them. "Stop"? Opt them out. Your workspace reacts instantly — smart, on-brand, and without your team lifting a finger.

    • Keyword triggers with multi-step actions
    • Route incoming messages to the right team
    • Hand off from IVR to an AI voice agent seamlessly
  5. 05
    Incoming call · AI WebPhone
    S
    +1 (555) 0124 Smith Gonzalez · Lead
    AI answering
    AI

    Thanks for calling Joe's Bistro — how can I help today?

    Caller

    I'd like a table for 4 this Saturday at 7 PM.

    AI

    Checking availability… Saturday at 7 PM works. Any dietary notes?

    Caller

    Gluten-free menu, please.

    AI

    Booked. You'll get a confirmation SMS in a moment.

    Recording Live transcript Transfer to human Schedule callback Follow-up SMS
    AI WebPhone

    Let AI answer calls — and close them.

    Inbound calls ring straight into Sendbat's AI WebPhone. Your agent picks up, greets the caller in your brand voice, checks live availability, books reservations, takes orders, and sends the confirmation — all before a human ever gets involved. Need a person? It transfers with full context.

    • 24/7 answering — no missed call goes unbooked
    • Real-time availability check against your calendar
    • Books reservations, takes orders, captures leads
    • Transfers to a human with the full transcript attached
    • Every call recorded, transcribed, and logged to the contact
  6. 06
    WebPhone
    Make an Instant Call
    TS
    00:00
    Calling Taylor Smith
    Numpad Transfer Hold Mute
    Send to Voicemail
    WebPhone

    A full phone, right in your browser.

    Every workspace ships with a built-in softphone. See your contact list on the left, place or answer calls on the right — with numpad, transfer, hold, mute, and send-to-voicemail all one click away. No extra hardware, no desk phone, no separate provider.

    • Answer & place calls directly in the browser
    • Numpad, Transfer, Hold, Mute, and Send to Voicemail
    • Caller ID matched against your CRM automatically
    • Voicemail transcribed and threaded to the contact profile
    • Live timer, mute/speaker controls, and call logging

Ready to see it in your workspace?

Create a free workspace in under a minute. No credit card required.

Schedule a Demo Talk to sales