Skip to content

Tern Bridge captures WhatsApp, Messenger, Instagram and LinkedIn.

How it works
Tern
Start trial
Product

Four parts. One list to work.

Tern captures the conversation, holds the outcome, ranks the calls and reviews what was said. Each part is built from the same timeline, so nothing is typed twice and nothing is lost.

Start your 14 day trialHow capture works

The four pillars

Capture

Every conversation, captured as it happens

WhatsApp threads, Messenger and Instagram DMs, LinkedIn messages, email and Zoom Phone calls land on one lead timeline. Nobody types a note after the call.

  • Tern Bridge reads the tabs your agents already have open and writes each message to the right lead
  • Calls are recorded and transcribed, then summarised with the commitments each side made
  • Contacts are matched across channels by phone, handle and email, so one person is one record
Outcome and playbooks

An outcome per lead and a route that adapts

Every lead carries a destination such as book a consultation or get the signed agreement, with a deadline. Tern works the playbook toward it and changes route when a step fails.

  • No reply on WhatsApp after a set time becomes a call task, then an email
  • A missed call is retried at the time of day this lead has answered before
  • Quiet hours, attempt caps and opt outs are enforced in code, not in a prompt
Priority call list

Who to call next and why

Each morning every agent opens a ranked list with a one line reason drawn from the actual conversation and the next step to take.

  • Leads are rescored after every call and every inbound message, so the list moves with the day
  • A requested callback or a commitment due soon moves a lead up. Silence moves it down
  • One tap to call and one to snooze. The outcome updates when the call ends
Due diligence

Every call and thread reviewed after the fact

A scorecard per conversation, flags linked to the exact moment in the recording and routing by severity, so a team lead reviews evidence rather than reading transcripts.

  • Risky claims, unanswered questions and missed disclosures are flagged with the quote
  • Compliance events such as a message outside quiet hours come from the timeline, never from a model
  • Flags are evidence for a human reviewer, not verdicts
Also in the box

The rest of the workspace

Everything below is included on the one plan. None of it needs a separate product.

  • Unified inbox

    Every channel in one thread per lead, with the WhatsApp 24 hour window counting down beside the composer.

  • Kanban and lists

    Leads by stage, by outcome signal or by source. Filters, saved views and paging built for phone width.

  • Scheduling and roster

    Consultations booked into real availability. A busy owner at the agreed time means a reassignment, not a no show.

  • Support tickets

    An inbound call or message can open a ticket with an SLA. The same timeline, the same audit trail.

  • Automations

    Rules that fire on timeline events: a won deal to the ledger, a new lead to a sequence, a flag to a team lead.

  • Ecosystem

    ImmiIQ cases, PopIQ campaigns, LoggerIQ shifts and LedgerIQ costs flow in through one connector contract.

Ready to start?

Stop losing
follow ups.

$99 per month per workspace. Connect WhatsApp and your phone system today and your first priority call list is ready tomorrow morning.

Start your 14 day trialTalk to sales