External users - Does this mean client portals? Client communication: Social and Messengers - What specific platforms? Chat widget - AI chatbot that is customer facing or only user facing?
I'm wanting to create a chatbot that managing client communications directly from Uspacy but I'm not understanding yet if that is offered.
Founder Team
Kyrylo_Uspacy
Jul 15, 2026
A: Hi TetanicRaptor, thank you for your questions! External users mean ability to invite guests (like clients) to your portal and share with them tasks in some groups. Client communication: Social and Messengers – WhatsApp, Instagram, Viber, Viber personal number, Facebook Messenger, Telegram, Telegram personal number Also integration with Facebook forms and TikTok forms
Can you explain what a "Workflow automation constructor" provides or limiting?
Founder Team
Kyrylo_Uspacy
Jul 15, 2026
A: Hi 360Studio, great question! You can find more about them here with all the details https://uspacy.com/support/knowledgebase/processes-in-uspacy-and-how-they-work/
Q: Are we able to set up email automations from FBook ad forms coming into the system?
This question is part of my other question about being able to integrate other email systems so we have control. I'm thinking of trying Uspacy in place of Highlevel for sales, but the email and calling need to be understood. I do see on your site you do integrate with a few calling platforms which I like, but the email is most important. Thank you
Founder Team
Kyrylo_Uspacy
Jul 14, 2026
A: Hi jojogo, thank you for this interesting input! I'd like to understand more which calling platforms do you mean (because we can make integration with them inside the product) and which email systems? Generally, you can connect your email via IMAP/SMTP to us and use it to send conditional emails automatically and directly from CRM.
1. The plan mentions 1,000 emails. Is that 1,000 emails per month or 1,000 emails total for the lifetime deal? 2. Does the CRM integrate with Microsoft 365 and automatically match incoming emails to existing leads based on the sender’s email address, so the entire email conversation appears in the lead’s timeline? Can I also add notes and manage all interactions for that lead in one place, similar to HubSpot?
Founder Team
Kyrylo_Uspacy
Jul 14, 2026
A: 1. 1000 emails in marketing campaing in total. Meanwhile, you can send unlimited emails automatically via your own connected inbox 2. We have Email integration with Microsoft and all that you mentionad similar to Hubspot, you can find the details in our support article https://uspacy.com/support/knowledgebase/email-crm-connections-en/
Q: Do you provide admin control so if I hire an assistant they can't delete the leads or restrict other features too?
Thank you.
Founder Team
Kyrylo_Uspacy
Jul 14, 2026
A: Of course, we have fully functional Roles and Permissions https://uspacy.com/support/knowledgebase/roles-and-permissions-at-uspacy-en/ covering almost all the needs
Q: Can you clarify the following listed features:
External users - Does this mean client portals?
Client communication: Social and Messengers - What specific platforms?
Chat widget - AI chatbot that is customer facing or only user facing?
I'm wanting to create a chatbot that managing client communications directly from Uspacy but I'm not understanding yet if that is offered.
Kyrylo_Uspacy
Jul 15, 2026A: Hi TetanicRaptor, thank you for your questions!
External users mean ability to invite guests (like clients) to your portal and share with them tasks in some groups.
Client communication: Social and Messengers – WhatsApp, Instagram, Viber, Viber personal number, Facebook Messenger, Telegram, Telegram personal number
Also integration with Facebook forms and TikTok forms
Chat widget - AI chatbot...
Share Uspacy
Q: Workflow automation constructor
Can you explain what a "Workflow automation constructor" provides or limiting?
Kyrylo_Uspacy
Jul 15, 2026A: Hi 360Studio, great question! You can find more about them here with all the details https://uspacy.com/support/knowledgebase/processes-in-uspacy-and-how-they-work/
Share Uspacy
Q: Are we able to set up email automations from FBook ad forms coming into the system?
This question is part of my other question about being able to integrate other email systems so we have control. I'm thinking of trying Uspacy in place of Highlevel for sales, but the email and calling need to be understood. I do see on your site you do integrate with a few calling platforms which I like, but the email is most important. Thank you
Kyrylo_Uspacy
Jul 14, 2026A: Hi jojogo, thank you for this interesting input! I'd like to understand more which calling platforms do you mean (because we can make integration with them inside the product) and which email systems? Generally, you can connect your email via IMAP/SMTP to us and use it to send conditional emails automatically and directly from CRM.
Share Uspacy
Q: 1000 mails per month?
Hi! I have two quick questions:
1. The plan mentions 1,000 emails. Is that 1,000 emails per month or 1,000 emails total for the lifetime deal?
2. Does the CRM integrate with Microsoft 365 and automatically match incoming emails to existing leads based on the sender’s email address, so the entire email conversation appears in the lead’s timeline? Can I also add notes and manage all interactions for that lead in one place, similar to HubSpot?
Kyrylo_Uspacy
Jul 14, 2026A: 1. 1000 emails in marketing campaing in total. Meanwhile, you can send unlimited emails automatically via your own connected inbox
2. We have Email integration with Microsoft and all that you mentionad similar to Hubspot, you can find the details in our support article https://uspacy.com/support/knowledgebase/email-crm-connections-en/
Share Uspacy
Q: Do you provide admin control so if I hire an assistant they can't delete the leads or restrict other features too?
Thank you.
Kyrylo_Uspacy
Jul 14, 2026A: Of course, we have fully functional Roles and Permissions https://uspacy.com/support/knowledgebase/roles-and-permissions-at-uspacy-en/ covering almost all the needs
Share Uspacy