Features Omni-channel – Chat

Wherever customers message, the clinic replies from one inbox

Zalo, Messenger, Instagram, WhatsApp, LINE, KakaoTalk, WeChat, Telegram and more in one inbox, tied to customer records and appointments.

Omni-channel inbox in Qub-X CRM
  1. 01 / 03

    Pick your own channels

  2. 02 / 03

    Clear ownership

  3. 03 / 03

    Book inside the chat

Features

Inside Qub-X Omni-channel

Zalo, Messenger, Instagram, WhatsApp… in one list.

01 / 04

Every channel in one inbox

Zalo, Messenger, Instagram, WhatsApp… in one list.

  • Filter by channel, unread and owner
  • Alerts for long waits and unassigned chats

Versus the old way

One message becomes one appointment: 4 apps → 1 inbox

The customer messages, the consultant sees the record and past appointments at once and books in the same window. No app switching, no re-asking, no forgotten replies.

  1. 01Fewer stepsRead, reply, check the record and book in one window.
  2. 02No lost leadsUnread, unassigned and long-waiting threads are flagged in the list.
  3. 03No retellingHistory and internal notes live on the thread; the next shift picks up in place.

The usual way · 5 steps

  1. Open Zalo on a personal phone
  2. Switch to Messenger to check for new messages
  3. Open the CRM and search the customer by name
  4. Ask a colleague what was already discussed
  5. Go back to the app to send the time

4 apps, 5 steps, easy to miss

With Qub-X · 2 steps

  1. 1Open the inbox, the record is already on the right
  2. 2Reply, click New appointment, pick a time, done

1 inbox, never leave the window

Connect the way your clinic wants

Turn on the platforms your customers actually use, these 9 are the most common

See how it works
  • Zalo
  • Messenger
  • Instagram
  • LINE
  • WhatsApp
  • KakaoTalk
  • WeChat
  • Telegram
  • TikTok
Qub-X

Shared inbox

9 channels

All channels
  • HInstagramHannah9:12 AMAny openings Saturday afternoon?
  • OMessengerOlivia9:08 AMDo you offer skin consultations?
  • SWhatsAppSofia9:05 AMWhat time does the Austin clinic close?
  • MTikTokMadison8:57 AMSaw your video, can I book a visit?
  • GKakaoTalkGrace8:51 AMCan I come in for a follow-up next week?
  • LZaloLinh8:44 AMThank you, my skin feels much better

The problem

A customer messages at 9, someone sees it at 9:30

01/ 08

Messages sit on each person's phone, one app per channel, and nobody knows whether the customer got a reply.

  • One phone per channel, one person holding it
  • Unread leads that nobody chases
  • Asking the customer again because there is no history
The usual way: Open Zalo on a personal phone, Switch to Messenger to check for new messages, Open the CRM and search the customer by name, Ask a colleague what was already discussed, Go back to the app to send the time
The usual way
  • One phone per channel, one person holding it
  • Unread leads that nobody chases
  • Asking the customer again because there is no history

What stands out

Every connected channel, one shared inbox

02/ 08

Messages from every channel the clinic has connected land in one list, and each conversation has an owner, a status, tags and a waiting time.

  • Filter by channel, status and tag, with Unread and Mine tabs
  • Intent labels and long-wait alerts on each conversation
  • Reply on the channel the customer is using
Shared inbox
  • Filter by channel, status and tag, with Unread and Mine tabs
  • Intent labels and long-wait alerts on each conversation
  • Reply on the channel the customer is using

Saves asking again

The customer messages, their record is already beside the chat

03/ 08

Link the conversation to the customer once, and the right-hand pane shows code, phone, spend, balance owed and last visit.

4 apps, 5 steps, easy to miss1 inbox, never leave the window
  • Open the customer record in one click
  • Link a new contact to an existing record with one click
  • Photos and files the customer sent in one tab
Record beside chat
  • Open the customer record in one click
  • Link a new contact to an existing record with one click
  • Photos and files the customer sent in one tab

Booking

The customer says yes, book them inside the chat

04/ 08

Name and phone are already there, so pick the service, time and branch and send the confirmation on the channel they are using.

  • Never leave the inbox, never retype the name
  • Open the record from the chat to book more sessions
  • Customers from ads: who booked or paid after messaging
Booking in chat
  • Never leave the inbox, never retype the name
  • Open the record from the chat to book more sessions
  • Customers from ads: who booked or paid after messaging

Saved replies

The same question again, type / for a saved reply

05/ 08

Saved replies are grouped and kept per branch, typing / or Ctrl+/ in the composer inserts one, and the most used come first.

  • One set per branch
  • Import and export the set from a file
  • Quick replies and FAQ for repeated questions
Saved replies
  • One set per branch
  • Import and export the set from a file
  • Quick replies and FAQ for repeated questions

Easy to use

When shifts change, the next person picks up in place

06/ 08

History, internal notes, tags and the owner stay on the conversation, so changing the owner is the whole handover.

  • Internal notes only staff can see
  • Change the owner, the history follows
  • Works on desktop and phone
Internal notes
  • Internal notes only staff can see
  • Change the owner, the history follows
  • Works on desktop and phone

Complaints

A complaint arrives by message, log it from the chat itself

07/ 08

The Log complaint button turns the customer's messages into the ticket, and a follow-up that is due can be recorded right in the inbox.

  • The ticket records the channel and the customer's messages
  • Record OK, a problem or not reached while chatting
  • The complaint is flagged at the next visit
Complaint from chat
  • The ticket records the channel and the customer's messages
  • Record OK, a problem or not reached while chatting
  • The complaint is flagged at the next visit

International customers

Each country has its own chat app, the clinic keeps one inbox

08/ 08

WeChat, LINE, KakaoTalk and WhatsApp sit in the same list as Zalo and Messenger, and the inbox tells you when a channel's reply window has closed.

  • Staff interface in Vietnamese, English and Korean
  • Each channel's reply window shows under the composer
  • After 24 hours on WhatsApp, send an approved template
International customers
  • Staff interface in Vietnamese, English and Korean
  • Each channel's reply window shows under the composer
  • After 24 hours on WhatsApp, send an approved template

Three questions consultants ask

Which channels can be connected?
Zalo OA, Messenger, Instagram, WhatsApp, LINE, KakaoTalk, WeChat, Telegram and TikTok are the most common; we connect the ones you already use.
What if a customer messages from an unknown number?
The thread shows as a new lead; click Link existing customer if there is a record, or create one right in the side pane.
Can staff see each other's conversations?
Depends on permissions. By default the owner sees theirs; managers see all and can reassign.

BOOK A DEMO

See how Qub-X fits the way your clinic works

Share how your clinic operates. The Qub-X team will prepare a demo focused on your workflow and needs.

City
Which areas do you want to review?

Qub-X will send a confirmation on Zalo and contact you to set a suitable time.

  • A 30-minute demo based on a real clinic scenario
  • Focus on the features you care about
  • No commitment required after the demo