TL;DR
- Managing customer conversations across multiple locations, channels, or clients is a nightmare if you don't have a system, unless you centralize everything.
- Invent's unified inbox lets you bring WhatsApp, Email, Instagram, SMS, and web chat into one place, deploy AI assistants that handle conversations automatically, and step in as a human only when it truly matters: closing a deal, deepening a relationship, or converting a hot lead.
- For agencies and multi-branch businesses, the Business Plan unlocks white labeling, custom domains, sub-organizations, and spending caps, giving you complete control without babysitting every chat.
Start your Business Plan trial → useinvent.com/pricing
The real problem with customer communication at scale
Picture this: you run three locations. Each has a WhatsApp number, an email inbox, maybe an Instagram DM account. Your team is switching between apps, missing messages, duplicating work , and you, as the business owner, have no visibility into any of it unless you log into every account separately.
Now multiply that by 10 locations. Or imagine you're an agency managing 10 clients, each with their own brand.
The problem is fragmentation. And the solution is centralizing your operations through a unified inbox where AI does the routine work and humans show up only where they add the most value.
That's exactly what Invent was built for.
What a unified inbox actually changes
A unified inbox done right, it's a system where:
- AI handles the 80%, answering FAQs, qualifying leads, sending follow-ups, routing conversations, running Auto CSAT 24/7, from your knowledge base.
- Your team handles the 20%, when the conversations that need a human touch: closing a deal, handling an escalation, having a deeper conversation that builds real customer loyalty.
- You, as the owner, stay in control without being in every conversation. You set the rules, you review the analytics, and you step in for the moments that matter.
This is the human-in-the-loop model: not human instead of AI, and not AI instead of human, but both, in the right roles.
Two Paths for Multi-branch Businesses and Franchises
When you're operating across multiple branches, teams, or clients, Invent gives you two proven architectures according to your business needs.
Path 1: One sub-organization per branch
Best for franchises, multi-location businesses, or agencies where each client or branch needs its own isolated environment, its own data, its own team, its own rules.
With this model:
- Each branch or client has its own Invent workspace.
- Teams only see their own inbox and data.
- You manage everything from the parent organization.
- Branding, domains, and rules can be customized per sub-org.
This is the cleanest option when you need clear separation, especially if you're onboarding external client teams who shouldn't see each other's data.
Each one of your Sub-orgs could also apply path 2.
Path 2: One organization, multiple assistants
Best for businesses or agencies that want a leaner setup with more centralized oversight.
Within a single organization, you can:
Option A: One Assistant for all branches: Build one smart AI assistant trained to support all locations. Segment by contact properties or conversation routing rules to keep things organized without multiplying overhead.
Option B: One Assistant Per Branch: Deploy a separate AI assistant for each branch or use case. This gives you granular control over the AI model configuration, knowledge base, tone, and logic for each context, while still managing everything from one place.
Both options give you access to Invent's most powerful features: Auto follow-ups, automatic CSAT surveys, human handoff (transfer to agent), and multi-channel campaigns via WhatsApp and Email.
Note: Explore best practices and advanced features for your Assistants in our docs.
The White Label advantage: Your Brand, your Platform
For agencies and resellers, Invent's Business Plan unlocks a full white label experience. Here's what that means in practice:
Add Client Sub-organizations
Create a dedicated workspace for each client, with their own custom domain, branding (logo, colors, contact info, Terms of Service links), and completely isolated data. Clients log in and see their brand or yours. They never see Invent's.
Invite client teams directly
Your clients can manage their own inbox, onboard their own human agents, and operate day-to-day while you retain admin control.
Duplicate Assistants
Built a high-performing AI assistant for one client? Clone it, with all its settings, channels, actions, and knowledge, to any other organization. This is how you scale across dozens of clients without rebuilding from scratch every time.
Set spending caps
Define monthly spend limits per sub-organization. Stay within budget, bill clients cleanly, and never get surprised by unexpected usage spikes. Caps can be displayed as dollars or credits ($1 = 1,000 credits), depending on what makes sense for your clients. And also you can consolidate billing from the sub-orgs to your Org.
Conversational AI that understands more than just text
Most chatbot platforms are text-only. Invent is different, it's a multimodal, multi-model conversational AI platform, which means your assistants can understand and respond to the full range of how customers actually communicate.
Multimodal: Every file type, every format
Your customers send voice notes on WhatsApp, photos of a product defect, PDFs of an invoice, videos showing an issue, or a CSV with their order data. Invent handles all of it:
- Audio: receive and send voice messages natively
- Images: analyze photos, screenshots, product images
- PDFs: read and reference documents mid-conversation
- Videos: receive and process video messages
- CSV / files: handle data files and structured attachments
This means your AI assistant can genuinely understand a customer who sends a photo of a broken product and respond intelligently, not just forward it to a human and give up.
Note: Gemini models support the multimodal capabilities related to images, audios and videos. Dive more about Capabilities at our Docs.
Multi-Model: Choose the best AI for each use case
Not every assistant needs the same AI brain. Invent lets you pick and configure the AI model that fits each assistant's job:
- OpenAI (GPT-4 and beyond): versatile, reliable, great for general-purpose assistants
- Anthropic Claude: strong reasoning, nuanced language, ideal for complex support
- Google Gemini: excellent multimodal understanding and speed
- xAI Grok: fast, direct, and effective for real-time contexts
- Auto: Chooses the best model according to the task and user input.
Switch models per assistant based on performance, cost, or capability needs, all from the same platform.
What channels does Invent support?
All your customer conversations, in one place:
- WhatsApp Business (including broadcast campaigns)
- Email (including broadcast campaigns)
- Instagram DMs
- SMS
- Web chat
- Messenger
- Telegram
- TikTok soon!
Every channel feeds into the same inbox. Your AI assistants work across all of them. Your team responds from one interface.
It works with your existing stack
Full integrations directory
One of the biggest blockers to adopting a new platform is the fear of having to abandon your existing tools. With Invent, you don't. The platform connects to the CRMs, scheduling tools, productivity apps, and communication services your team already uses, and your AI assistant can take action inside them during live conversations.
Here's the full integrations directory, with what each one can do:
Explore Invent’s full integrations directory, connect with CRMs, calendars, project tools, e-commerce, messaging, and advanced APIs. Unlock powerful automations and workflows by leveraging what each integration does right from your assistant!
The Business subscription: What you get
The Business Plan is designed for teams that are serious about scaling. Key limits:
The Invent Business Plan is built to help scaling teams thrive, enjoy generous limits on users, automations, and broadcasts, plus unlimited conversations, integrations, and API access. See the full breakdown for resource limits and low pay-per-message broadcast pricing.
Custom domains, white labeling, and sub-organizations are all included.
Real Use Cases
Invent powers advanced structures for growing businesses: manage multiple locations or brands with sub-orgs, deliver branded workspaces for clients via white-label, and optimize regional or service team operations, all in a flexible, scalable platform.
Ready to start scaling your operations with Invent?
The future of customer communication for multi-branch businesses and agencies is smarter infrastructure. A unified inbox where AI handles the volume, your team handles the relationship moments, and you stay in control as the architect of the whole system.
Invent's Business Plan gives you exactly that, plus the white label tools to deliver it under your own brand to as many clients as you want.
Ready to centralize your operations and scale with confidence?
Get started with the Business Plan → useinvent.com/pricing
FAQs
1. Do I need technical skills to set up Invent?
No. Invent is designed for business owners and operators. You can create an assistant, connect your WhatsApp and Email, and have a working AI inbox without writing a single line of code. Developer access is available for advanced customizations. Send us a message to request access.
2. Can my clients access their workspace without knowing they're using Invent?
Yes, with white labeling enabled, your clients see only your brand, or theirs:
- Logo
- Domain
- Emails
Invent stays completely invisible in the client-facing experience.
3. What's the difference between an assistant and an agent?
In Invent, an "assistant" is your AI, the smart and automated system that handles conversations using your knowledge base and configured logic. An "agent" is a human team member who can take over conversations when needed. Both work together in the same inbox.
4. Can the AI really handle the whole conversation, or does it always need a human?
The AI can handle full conversations end-to-end, answering questions, qualifying leads, taking bookings, sending follow-ups, and even running Auto CSAT without any human intervention. You configure when and how the AI escalates to a human agent.
5. Can I set different permissions for different team members?
Yes, Invent has a role-based permission system: Admin, Developer, Manager, and Agent. Each role has specific access to features, and you can configure module visibility (Inbox, Analytics, Knowledge, Audience) for Manager and Agent roles.
6. What happens if I hit the spending cap?
The system stops processing billable messages for that sub-organization until the cap resets or you adjust it. This protects you and your clients from unexpected charges.
7. Is there a free trial for Invent to try the white label solution?
Yes, visit useinvent.com/pricing to see current plans and trial options.
8. Can I clone an assistant from one client to another?
Yes, from Org to Org you can duplicate an Assistant. This feature lets you copy an assistant, including its knowledge base, channels, actions, and agents, plus the configuration, to any organization you manage. It's one of the fastest ways to scale across clients.
9. Does Invent support SSO for enterprise clients?
Yes, you can configure OIDC identity providers per organization for single sign-on, and manage access policies (Google Sign-In, email code sign-in) at the organization level.
10. What channels can the AI assistant respond on?
WhatsApp, Email, Instagram, Messenger, SMS, and web chat, all from the same inbox and the same assistant.
