Phantom Desk · Frequently Asked Questions.

Phantom Desk is an AI assistant that automatically responds to customer messages arriving through different channels. It answers questions, tracks orders, books appointments, and routes complaints to the relevant team. It operates 24/7 with consistent answers.

WhatsApp, Instagram DM, Email, Telegram, and Web Chat. You can choose which channels to activate. You do not have to enable all at once.

It depends on channel connections and your knowledge base size. Typical setup completes in 1-3 business days. In that period, WhatsApp Business or Instagram API permissions, knowledge source sharing, and initial training are completed.

Yes. We can connect directly to common CRMs like Salesforce and HubSpot. For custom CRMs, an API integration is built. On the email side, it works with Gmail, Outlook, and IMAP-supported mail servers.

When the agent detects it cannot generate an answer, it takes two steps: (1) informs the customer that the question has been escalated to a specialist, (2) routes the conversation to the relevant team's channel (Slack, email, CRM note). The customer does not have to start over.

Channel-specific agent templates are ready: Sales, Support, Order Tracking, Appointment, Information Request, Complaint. We customize tone, response style, and business logic to match your company. For fully custom scenarios, additional modules can be built.