Connect the conversation
Bring communication history and business context into one connected thread, with the source kept close to the insight.
CONVERSATIONS ↗ SMARTER COMMUNICATIONS. STRONGER BUSINESS.
Every conversation has a next move.
Unified HQ connects the conversations your business is already having with the relationship history, business context and governed next steps around them. See what changed, why it matters and what deserves attention.
Built for teams that want context, not another AI summary.
✦ Connected context
Conversation intelligence
In focusSarah MitchellMitchell & Co · Inbound call12:18
03:42
Sarah
We’re looking at the next phase. What would implementation involve?
UNIFIED HQ UNDERSTOOD
Opportunity surfacedExpansion discussion and timing clarified
NEXT BEST ACTIONPrepare a project-plan follow-up
Review first Evidence connected to the decision
Illustrative product view · Actions require the right permissions and review
01 / THE CONNECTED WORKSPACESCROLL TO EXPLORE ↓
ONE CONNECTED VIEWCONTEXT WITH EVIDENCEHUMANS IN CONTROL
A CLOSER LOOK / UNIFIED HQSee what changed.
See what changed.
Understand what matters.
Conversations, relationships, evidence, insights and next steps belong together. Unified HQ keeps the thread intact from the latest interaction to the wider relationship and the decision that follows.
UNIFIED HQ / CONNECTED WORKSPACEILLUSTRATIVE VIEW
Conversations
Every customer interaction, with the context that matters.
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OverviewTranscriptActionsRelated
☎Inbound call26 September · 12 minRingCentral
0:00 / 12:18
Sarah Mitchell 0:00
We’re looking at the next phase. What would implementation involve?
You 0:28We can walk through the plan together and agree on the next steps.
Key topics discussed
Q4 planningNew projectImplementation
✦ OVERVIEW
Sarah called to discuss the next project and its implementation timeline.
- Interest in a new phase
- Plan requested
- Follow-up agreed
✓ ACTIONS
□Send detailed project planReview before sending
□Confirm resource requirementsNext step proposed
FOLLOW THE CONVERSATIONILLUSTRATIVE SEQUENCE
ILLUSTRATIVE PRODUCT VIEW · SAMPLE CONTENTCONNECT → UNDERSTAND → ACT
01 / THE PLATFORMClarity changes what happens next
Your business is already telling you
what matters.
Important moments rarely arrive as tidy tasks. They happen across conversations, follow-ups and business systems. Unified HQ brings the evidence together so your team can see the evolving relationship behind each interaction.
Less piecing together. More knowing where to focus.
Understand what matters
See what changed, the risks and strengths that are emerging, and the signals that deserve attention, with a path back to the evidence.
INTELLIGENCE ↗Move with confidence
Move from evidence to a considered next step. Ask HQ, review the recommendation and keep control of approval and execution.
ACTIONS ↗02 / HOW IT WORKSFrom signal to a sensible next step
See the thread.
See the way forward.
One customer conversation can contain an opportunity, a promise and a risk. Here is how Unified HQ keeps the thread intact.
UNIFIED HQ / THE CONNECTED THREADILLUSTRATIVE FLOW
UNIFIED HQ / CONNECT → UNDERSTAND → ACT ILLUSTRATIVE VIEW
THE CONVERSATION
A real moment, kept in context.
SMSarah MitchellInbound call · Mitchell & CoSource linked
“We’re ready to explore the next phase. Can you send through a plan?”
Call recordTranscriptRelationship
Where a provider supplies the capability, the source stays connected to the customer relationship.
THE UNDERSTANDING
The important parts rise to the surface.
✦Expansion interestA new project is being considered
◷Timing discussedA plan is needed before the next meeting
✓Commitment identifiedSend a detailed project plan
Summaries and signals are paired with their source so people can verify them.
THE NEXT STEP
A recommendation with a human boundary.
PROPOSED ACTIONPrepare a project-plan follow-up
Review the cited conversation, choose the owner and approve the next move when it is ready.
Awaiting review →A suggestion does not become an external action merely because it appears on screen.
A customer moment stays tied to its original record and relationship.
Important context is made visible with a way back to the evidence.
A person reviews what is proposed before an external action moves.
03 / BUILT FOR THE WHOLE PICTUREConnected, not cluttered
One workspace.
More perspective.
Move from the conversation to the relationship, the evidence and the decision without losing the thread.
Know the people behind the activity.
See the story so far, what changed, relationship signals, interaction history and the business context currently connected.
Ask with context.
Ask in the context you are already viewing and get a direct answer that points back to the evidence available to your team.
Keep a clear decision boundary.
See what was observed, proposed, approved and completed.
04 / CONNECTED BY DESIGNYour tools, in the same picture
UNIFIED HQ / CONNECTED SYSTEMSILLUSTRATIVE VIEW
Fits around the tools
you already use.
Unified HQ connects communication and business context without asking your team to abandon the systems they know. Capabilities depend on the connections and permissions available to your organisation.
See it in the demoUNIFIED HQ / CONNECTIONSILLUSTRATIVE VIEW
Connected contextCommunication and business activity, together
RingCentralConversation sourceAvailable connection
CONTEXT FLOWS WITH PERMISSION
monday.comBusiness contextAvailable connection
✦One connected threadConversation → relationship → proposed next step
Communication source
Bring the conversation into view when the provider and permissions make it available.
Business context
Link people, organisations and activity to understand what the interaction means.
Controlled next step
Keep evidence and approval close to any action your team chooses to take.
05 / BUILT ON TRUSTIntelligence that
Intelligence that
earns your trust.
See where an insight came from. Know when information is unavailable. Keep people in charge of the actions that matter.
- Source-linked context where available
- Clear states when a connection or permission is missing
- Review and approval before governed execution
06 / GOOD QUESTIONSA little more
A little more
clarity.
Everything clear before your team relies on it.
Does Unified HQ replace our phone system?
No. Unified HQ is designed to work alongside connected communications providers. What is available depends on your provider and the capabilities enabled for your organisation.
Does it act without our approval?
Recommendations and proposed actions are distinct from execution. Governed actions follow the permissions and approval steps configured for your workspace.
Can we see what an insight is based on?
Where source data is available and you have permission to view it, Unified HQ connects the insight to its supporting conversation or activity.
What if a connection is unavailable?
The workspace shows a clear unavailable or reconnect state. Missing provider data is never presented as though it were current.
THE NEXT CONVERSATION STARTS HEREBring your business
Bring your business
into focus.
See how communications, context and next steps come together in a single workspace.