One system, not five tools.
Plexvia holds what your business knows, the files and records that go with it, and the people it belongs to. Then it answers from all of that: on your website, in your email, and inside your team’s own chat. This page is the whole thing in one read.
How the parts connect.
Read it top to bottom. Three ways a question reaches you, one set of records every answer is drawn from, and one access rule sitting between them.
The places people ask you things
- Website chatVisitors on your site
- EmailThe addresses you already use
- Team chatYour own team, internally
Every answer is drawn from the records below, and everyone reading them, your team and the assistant alike, stays inside the access level they were given.
The records the whole business shares
- KnowledgeFacts, sources, review
- FilesPrivate, shared, public
- Products and placesPrices, hours, locations
- PeopleDirectory, positions, structure
Everyone lands on the same page.
There is one Home, whatever your role. It shows what is unanswered, what is waiting for approval, and what needs a person, filtered to the sections you are allowed to open. Nobody has to be told where to start.
- The same landing page for an owner and a weekend assistant
- Sections you cannot open are not shown at all
- Search across conversations, files and people from one box
What is in Plexvia.
Each area has its own page. Everything below is live today apart from the two marked coming soon: Plexvia Voice, which is coming soon in Canada and the United States, and Customers, which is coming soon and being switched on workspace by workspace.
Talk to customers
AI and knowledge
Records and access
The same product, not a cut-down one.
Below tablet width the sidebar becomes a bottom bar and the panes stack. The sections, the permissions and the data are the same, so somebody covering the shop floor is not working from a lesser version of it.
- Home and Inbox reachable in one tap
- Everything else in a single sheet, in the same order
- Notifications and search stay in the top bar
The parts you never have to wire together.
These are not features of any one area. They exist because the areas share a foundation.
One search
Look once and see conversations, files and people, instead of checking three places.
One set of roles
A role decides what someone can open across every section, not per tool.
One notification list
A new message, a mention and an invitation all reach the same place, on the web or on a phone.
One record of changes
An audit log covers configuration changes, so you can see what changed and who changed it.
Start with the part that hurts most.
Set up your business, connect a mailbox or your website, and add the rest as you need it.
Free to start · No card required