Customer memory
NevoDesk links known identities, contact details, consent state, preferences, appointments, jobs, payments, notes, and conversation history. The goal is to preserve context across channels without exposing data to users or locations that lack permission.
Channels
- Voice and SMS use the enabled telephony/messaging provider.
- WhatsApp, Instagram, Facebook, web chat, and email require the corresponding supported connection and approved use.
- A configured channel is not treated as delivered until the provider confirms the message state.
- Inbound and outbound communication follows consent, quiet hours, opt-out, purpose, template, and provider rules.
Human takeover
Authorized team members can join a supported conversation with the relevant history and Nevo briefing. Nevo pauses or changes role according to the handoff state, and the final outcome remains attached to the customer journey.
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Source-of-truth policy
This article is part of the same maintained knowledge corpus used by NevoGuide. Live provider evidence and saved workspace configuration remain authoritative for your account’s current operational state.