Multiview One
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Multiview One Sales FAQ

Answers to the most common sales questions about Multiview One.

Overview

What is Multiview One?

Multiview One is a marketing and client engagement platform designed to help businesses manage leads, automate follow-ups, improve communication, and support ongoing marketing efforts from one centralized system.

It brings together tools such as CRM, SMS, calendar booking, automation, reputation management, AI chatbot, Voice AI, and campaign support depending on the client's package.

Who is Multiview One best for?

Multiview One is best for businesses that want to better manage leads, improve follow-up, automate repetitive tasks, and stay in front of prospects and customers through digital tools.

It is especially useful for businesses that need help with:

  • Lead capture and follow-up
  • Appointment scheduling
  • Customer communication
  • Review generation
  • SMS campaigns
  • AI-powered customer engagement
  • Centralized contact management
What is included in my plan?
10 CRM users, Social Media Planner, Review & Reputation Management + AI review replies, 15-page managed website, 8 articles + 8 social posts per month, AI Voice Agent, AI Voice Website Chatbot, unlimited calls per month, and SMS texting (2,500 max per month).

Platform Features

What features are included in Multiview One?

Features may vary depending on the client's package, but Multiview One may include:

  • CRM and contact management
  • SMS marketing
  • Automated workflows
  • Calendar booking
  • Forms and landing pages
  • Reputation management
  • AI chatbot
  • Voice AI
  • Reporting and dashboards
  • Social media and content support, if included in the package
Does Multiview One replace a client's current CRM?

It depends on the client's needs. Multiview One can serve as a CRM for many businesses, but it can also support existing tools through integrations or workflow adjustments where available.

"Multiview One can function as a CRM, but we'll first want to understand what you currently use and what you need the system to do. From there, we can recommend whether it should replace your current CRM or support it."

Can Multiview One integrate with other platforms?
In many cases, yes. Integration options depend on the platform, the client's existing tools, and the specific use case. Some integrations may be native, while others may require third-party tools or custom automation. Sales should avoid promising a specific integration until it has been reviewed by the implementation or automation team.
Can clients use their existing phone number?
Yes, in many cases clients can use call forwarding so their existing business number can continue to receive calls while Voice AI or call handling features are supported. The setup may depend on the client's phone carrier and the specific use case.
Does the client need to purchase a new phone number?
Sometimes, yes. A phone number may need to be purchased for SMS, outbound calling, or platform-specific communication features. If a new number is needed, the client may be asked to verify their identity using a secure QR code or verification link before the number can be purchased.

AI Features

What is the AI chatbot?
The AI chatbot helps answer common questions, capture lead information, and guide website visitors based on the information provided in the client's knowledge base. It is designed to support the client's team by handling basic inquiries and routing leads or questions appropriately.
What is Voice AI?
Voice AI is an AI-powered call assistant that can answer calls, qualify leads, collect information, and help route inquiries based on the client's setup. Depending on the campaign and configuration, it may also help schedule appointments or notify the client when a prospect needs follow-up.
Can the AI chatbot or Voice AI book appointments?
Yes, if calendar booking is part of the setup and the client's calendar is connected. The AI can help guide prospects to available times or schedule appointments based on the workflow.
Can you track chatbot users with a Meta Pixel or other tracking pixel?

Yes. You can add tracking pixels, such as Meta Pixel or Google Tag Manager, to the website that hosts the chatbot. However, the chatbot cannot identify or report the original traffic source of a visitor who starts a conversation (for example, Google Ads, Facebook, or organic search).

If the goal is simply to identify contacts who engaged with the chatbot, a tracking pixel is not required. A workflow can automatically apply a "Chatbot" tag to contacts created through the chatbot, allowing users to create Smart Lists, segment chatbot leads, or export those contacts to platforms like HubSpot. Best practices for chatbot lead segmentation and organization can also be provided as part of the implementation process.

Can Voice AI call prospects back on behalf of the client?
This depends on the approved use case and campaign setup. In many cases, if a lead asks for a callback, the system can notify the client so the client's team can follow up directly. Sales should confirm the expected call flow with the implementation team before promising outbound callback behavior.
Does AI replace the client's staff?
No. The AI tools are designed to support the client's team, not fully replace them. They help with basic inquiries, lead capture, follow-up, and routing so the client's staff can focus on higher-value conversations.
How accurate is the AI?
The AI is only as strong as the information provided. Accuracy improves when the client provides clear FAQs, business details, service information, policies, and examples of how they want questions answered. The team will test and refine the AI before launch, and clients will have the opportunity to provide feedback.

SMS and Campaigns

Can Multiview One send SMS messages?
Yes, SMS can be used for approved communication such as lead follow-up, appointment reminders, campaign messaging, and other client-approved workflows. SMS setup may require registration and approval before messages can be sent.
What is A2P registration?
A2P registration is the approval process required for businesses to send SMS messages through application-based platforms. This helps carriers verify that the business is legitimate and that messages follow compliance guidelines. Approval timelines can vary.
Can clients run multiple campaigns?
This depends on the client's package. Some plans may include one active campaign, while additional campaigns may require an upgraded package or additional setup. Sales should check the client's specific plan before confirming.
Can Multiview One help with newsletters?
Yes, if newsletter services are part of the client's package. The team can help with onboarding, topic planning, content development, approvals, and delivery depending on the agreed scope.

Reputation Management

What is reputation management?
Reputation management helps clients request, monitor, and improve online reviews. It can support follow-up with happy customers and help businesses build stronger credibility online.
Can Multiview One automatically request reviews?
Yes, review request workflows can be set up depending on the client's process. For example, a review request may be sent after a completed appointment, service, or customer interaction.
Can Multiview One remove bad reviews?
No. The platform cannot remove reviews from third-party sites. However, it can help clients build a stronger review generation process and respond more consistently to customer feedback.

Onboarding and Setup

What happens after a client signs up?
After signup, the client will typically go through onboarding. This may include account setup, discovery, technical setup, AI configuration, calendar connection, domain or social connection, SMS registration, and testing. The exact process depends on the client's package and selected services.
What does the client need to provide during onboarding?

Clients may be asked to provide:

  • Business information
  • Website and brand details
  • Service descriptions
  • FAQs
  • Contact information
  • Calendar access or booking preferences
  • Phone/SMS setup information
  • Campaign goals
  • Target audience details
  • Existing content, offers, or marketing materials
How long does setup take?
Setup timelines vary depending on the client's package, responsiveness, technical requirements, and approval timelines for items such as SMS registration. A typical onboarding process may begin with account setup and AI testing in Week 1, followed by feedback, updates, SMS setup, and reputation management setup in Week 2.
Who manages the setup?
The setup is typically handled by the implementation or automation team. The Account Manager or CSM serves as the main point of contact and helps coordinate communication between the client and the team.
Will the client receive training?
Yes, clients will receive training or walkthroughs. The goal is to make sure the client understands how to use the platform and what to expect after launch.

Results and Expectations

How quickly will clients see results?
Results vary depending on the client's goals, offer, industry, lead quality, audience, campaign setup, and how quickly they respond to leads. Multiview One provides the tools and support to help improve lead management, follow-up, customer communication, and campaign execution.
How many appointments can Multiview One book?
The number of appointments booked can vary depending on several factors, including lead quality, industry, offer, target audience, call volume, campaign messaging, and how interested or responsive prospects are. A strong lead list, clear campaign goals, and timely follow-up usually improve booking performance.
What factors can affect performance?
Performance can be influenced by the quality of the client's lead list, the strength of the offer, the responsiveness of prospects, the client's industry, the clarity of the campaign message, and how quickly the client follows up on interested leads. The more aligned the campaign, audience, and follow-up process are, the stronger the overall performance can be.
What makes Multiview One valuable for clients?
Multiview One helps clients stay organized, respond faster, reduce manual follow-up, and create more consistent communication with prospects and customers. It gives businesses a more structured way to manage marketing and engagement instead of relying on disconnected tools or manual processes.