Channels

    Keep every conversation tied to the right relationship, across all your channels and meetings.

    26 capabilities · One place for every customer conversation

    How it works

    1. Connect your channelsEmail, calendar, LinkedIn, WhatsApp, and more sync to the right contact.
    2. Record the meetingRecord Meet, Teams, or Zoom from the browser. Transcript and summary land on the contact.
    3. Work from one timelineEvery thread and meeting shows on the contact and company, with statuses like Needs Reply.

    Mail

    Connect Gmail or Outlook. Sent and received mail syncs and links to the right contact.

    Unified Inbox

    Work Gmail and Outlook mail from one inbox in Lumenbase.

    Email Sync

    Gmail and Google Workspace mail syncs, both received and sent.

    Outlook Sync

    Microsoft 365 and Outlook mail syncs the same way.

    Auto-Linking

    Mail matches contacts by email address and companies by domain.

    Email Statuses

    New mail starts as Needs Reply and sent mail as Waiting on Them, until you mark it Done.

    Send from CRM

    Write and send from Gmail, Outlook, or your own SMTP, now or later.

    Email Threading

    Replies stay in one thread, linked to the contact and deal.

    Snooze

    Hide a conversation until the time you pick.

    Calendar

    Connect Google or Outlook. Meetings, bookings, and briefs sit with the people you meet.

    Calendar sync

    Google Calendar and Outlook meetings link to each guest's contact and company.

    Booking pages

    Share a personal link. Invitees pick a free slot, become a contact, and the meeting lands on your calendar.

    Meeting briefs

    Before a meeting, a brief shows what Lumo already knows about the people and the company.

    Meetings

    Record the call in your browser. Lumo writes it up on the contact.

    Meeting recording

    Start recording from the Lumenbase Capture extension. No bot joins the call.

    Meet, Teams & Zoom

    Works with Google Meet, Microsoft Teams, and Zoom in Chrome, Brave, and Edge.

    Browser-side capture

    Records your microphone and the meeting tab, with a label for each speaker.

    Transcript on timeline

    The full transcript sits on the timeline of the contact, company, and deal.

    Lumo meeting summary

    A summary, key decisions, and action items after each meeting. You approve CRM changes first.

    Instant messaging

    Link your own accounts. Chats with people in your CRM land on their timeline.

    LinkedIn messages

    Read and send LinkedIn messages through the Lumenbase Capture extension.

    WhatsApp

    Link your own number with a QR code. Chats with your contacts sync, matched by phone number.

    Telegram and Signal

    Link either one from Settings. Chats match to your contacts the same way.

    Unknown senders

    Add an unknown sender as a contact, and their messages start syncing.

    Slack

    Map a Slack channel to a company or deal. Your team's internal chat about it shows on that record.

    Slack channel sync

    Admins map a channel in Settings or with /lumo in Slack. New messages arrive live.

    Slack history

    Mapping a channel pulls in its last 90 days. /lumo history goes further back.

    Lumo in Slack

    Mention @Lumo in a channel and get the answer in a thread.

    Every channel, one timeline

    Activity Timeline

    Mail, meetings, messages, and Slack in date order on each record.

    Channel privacy

    Synced mail and chats start private. Share them per channel with named people or the workspace.

    Automatic data collection

    Capture connected conversations, calendar activity, and meeting context on the right records, within your channel sharing rules.

    More in Human Orchestration

    See it on your own data

    Start a trial, or book a short call and we will walk you through it with your own workflow.