INTEGRATIONS · COMMUNICATIONS
Communications. Native where it matters. Pluggable where it doesn't.
Native WhatsApp Business and Telegram Bot integrations. Email, SMS, and VoIP via any provider, live in hours. Every message in the customer file, every conversation governed by RBAC.
A broker's sales floor runs on messages. WhatsApp for the Tier 1 conversation, Telegram for the Tier 2 trader, email for the compliance notice, SMS for the deposit confirmation, VoIP for the call that closes the deal. Slate treats the channels the way brokers actually use them: WhatsApp and Telegram are native because that's where real conversations happen, and the rest are pluggable because they change as the broker's needs change.
Native, not middleware
WhatsApp Business and Telegram Bot as first-class channels — not a plugin, not a SaaS middleware.
Slate ships with native WhatsApp Business and Telegram Bot integrations. No plugin marketplace, no external messaging SaaS, no monthly license fee to a middleware vendor whose incentives aren't aligned with the broker's. Connect your WhatsApp Business account, connect your Telegram bot token, and the channel is live — for every agent, for every customer record, for every workflow rule that wants to send an outbound message. The cost of the integration is zero. The audit trail is complete.
Email, SMS, VoIP — pluggable
Bring the email, SMS, and VoIP providers you already use. Switch them later without a project.
Email, SMS, and VoIP are categories where the best provider depends on the broker's region and scale. Slate treats them as pluggable: your current provider plugs in through the standard connector interface in hours, and if you want to switch providers later (because a regional SMS carrier just became cheaper, or a new VoIP provider offers better quality in a specific country), the rest of the platform doesn't notice. Workflow rules keep firing. Messages keep landing in the customer file. Agents keep working.
Every message lives in the customer file
The message center is a convenience view. The customer record is the source of truth.
Every WhatsApp message, every Telegram thread, every inbound call, every outbound SMS, every email, every internal note threads into the customer record. When an agent picks up a conversation six weeks later, or a compliance officer audits a dispute eighteen months later, the full context is one click away. RBAC governs visibility: agents see their own customers, team leaders see their team, compliance sees the audit trail. Nothing is lost. Nothing leaks.
Any new channel
A regional messaging app. A new voice provider. A future platform. All live in hours.
The communications layer is a set of interfaces, not a hardcoded vendor list. A regional messaging app that just started offering a business API. A new VoIP carrier with better coverage in a specific country. A voice-AI transcription provider a broker wants for call coaching. Any of them integrate in hours — same pattern as every other integration category in Slate. The answer to "can you add X?" is always yes, regardless of whether X is a payment gateway, a KYC vendor, or a messaging channel.
Native WhatsApp Business API · Native Telegram Bot API · Pluggable email providers · Pluggable SMS providers · Pluggable VoIP providers · Messages in customer file · RBAC-governed visibility · Full audit trail · Any new channel in hours
Use this to solve
Put every message in one place.
Book a demo and we'll walk you through a real agent conversation — WhatsApp, Telegram, call notes, and all — in a single customer timeline.