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Using the shared Inbox effectively

The Inbox brings WhatsApp, Instagram and Facebook conversations into one place.

Everyday workflow

  • Filter by unread or unresolved to see what needs a reply
  • Assign a chat to yourself or a colleague so two people don’t answer the same customer
  • Use Quick Replies for frequent answers
  • Add tags (for example “Lead”, “Order issue”) to organise conversations and build segments later
  • Mark chats resolved when done

Remember the 24-hour window

Free-form replies are possible for 24 hours after the customer’s last message. After that, send an approved template to restart the conversation.

Hand-offs from the chatbot

When the bot passes a chat to a human, the full history is attached so the agent can continue without asking the customer to repeat themselves.

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