Every conversation in the right stage,
with no one dragging cards.
The AI runs the conversation and moves the card with the reason logged.
Your team sees the summary, filters who needs attention and steps in anytime.
The conversation changes stage when the customer moves forward.
Moving cards by hand is the task everyone forgets. In Nuvia, the AI moves each conversation as it progresses and logs the reason. Your team can drag it whenever they want.
Asked for a copy of her invoice, paid by bank transfer and had her subscription reactivated in the same conversation.
Reported the app has been unstable since the last update. The agent collected the device model and alerted the tech team.
Rescheduled the delivery for Friday, confirmed the new time and closed the conversation.
- Moves with the conversationReplied, resolved, paid, booked: the conversation changes stage on its own, with the reason logged.
- Stalled conversation alertA heads-up when a customer is left without a reply halfway through.
- Drag when you need toYour team moves the card by hand, and the history records who moved it and when.
Stages that tell the agent what to do.
You set up the stages once in Smart Funnel and the Pipeline reflects them right away. Each stage type plays a role in the conversation.
- Entry
Where the conversation starts: first contact, a reply to a campaign or a website form.
- Core
The middle stages, where the agent understands the case, gathers what's missing and drives the next step.
- Success
The goal of the funnel: issue resolved, payment confirmed, meeting booked or conversation handed off to your team.
- Discard
Not interested, no reply or out of scope, always with the reason logged for you to review.
Open the card and know where to start.
The AI summarizes every conversation, shows who needs a reply and flags when someone is left waiting. In the contact profile, sentiment, temperature and score point to the next step.
Asked for a copy of her invoice, paid by bank transfer and had her subscription reactivated in the same conversation.
- 1Channel and contact: WhatsApp or email, with the customer's phone number or email.
- 2Conversation status: in service, in follow-up or resolved, plus a flag when it needs attention.
- 3AI summary: where the conversation stands, without opening the history.
- 4Who's handling it: the AI agent or the team member responsible for the conversation.
- 5Last activity: how long since the customer last interacted.
Linked to Solar Prime·In campaign Q3 Reactivation·2 active conversations
Mariana has been a Solar Prime customer since 2024. She asked for a copy of her October invoice, paid by bank transfer and had her subscription reactivated in the same conversation, without needing anyone from the team.
Find the conversation that needs you in two clicks.
Filter by conversation status, channel, service type, rep and date. Choose what shows on the card and collapse the stages that don't matter right now.
Wants to change the delivery address for order 48213. The agent confirmed the new address and is updating the order.
Asked for a refund on a duplicate charge and is waiting for confirmation from finance. No reply since Monday.
Stalled for 3 daysAsked to cancel the subscription and didn't reply to the plan change offer.
- Filters that stackStatus, channel, AI or human, rep and period, with advanced rules when you need them.
- The card your wayShow or hide identifier, service, date and status.
- Every funnel on one screenSupport, sales, activation and collections side by side, or one funnel at a time.
- In sync with your toolsWhen a conversation changes stage, the contact is updated in HubSpot, RD Station or Salesforce.
Questions about the Pipeline
Who moves the conversation from stage to stage in the Pipeline?
The AI, as the conversation progresses: when the customer replies, pays or books, or the issue is resolved, the conversation changes stage with the reason logged. Your team can also drag the card at any time.
Where do I set up the Pipeline stages?
In Smart Funnel. Each stage gets a goal and instructions for the agent, and the Pipeline reflects those stages automatically.
Does the Pipeline replace the tool I already use?
It doesn't have to. The Pipeline shows your conversations by stage and keeps HubSpot, RD Station and Salesforce in sync as each conversation moves forward.
Can I see several funnels at once?
Yes. View one funnel at a time or all of them together, with support, sales, activation and collections side by side.
What happens when a conversation stalls?
The card gets a stalled-conversation alert and the Needs attention filter gathers everyone waiting for a reply, so your team acts before losing the customer.
Which channels show up in the Pipeline?
WhatsApp and email, with the channel icon and the customer's contact on every card.
Every conversation at the right stage. And the view for your next decision.
See how Nuvia moves your pipeline with every conversation and brings service, support, sales and post-sale together in a single view of people, AI, campaigns and funnels.