Team Inbox
Team Inbox is a shared workspace that allows multiple team members to access and manage WhatsApp conversations from a unified dashboard. With features like chat assignment, conversation filtering, and real-time collaboration, your team can handle customer inquiries efficiently without overlapping responses or missed messages.Key Features
- Shared Access: Multiple team members can view and manage conversations simultaneously
- Smart Chat Assignment: Route conversations to specific team members or teams
- Conversation Filtering: Filter chats by status (All, Unreplied, Groups, Broadcast)
- Number-Level Filtering: View conversations by WhatsApp number (normal or WABA API)
- Search Functionality: Quickly find specific conversations
- Assignment Tracking: Monitor who is handling which conversation
- Message Templates: Send pre-approved templates directly from the chat interface
Step by Step Introduction
Access Team Inbox
Click on “Team Inbox” in the navigation menu.
View Chat Filters
Under the Team Inbox you have chat filters: All, Unreplied, Groups, Broadcast, etc.
View Corresponding Chats
Click on any filter to view the corresponding chats.
View Group Chats
Click on group filter to view group chats.
Filter by Number Type
You have different layers of chat list filters where you can choose and view chat list based on normal WhatsApp and WABA API numbers.
Select Specific Numbers
Click on filter, where you can select the numbers of which you want to see the Chat list.
Search for Chats
You can search for chats using the search bar.
Service Window Timer
View the service window timer for WABA numbers.
Chat View Features
View Chat Interface
The chat view displays all conversations in a clean, organized interface.
Send Template Messages
Click on “Send template” to use pre-approved message templates.
Select and Send Template
Select a template and click on send.
Start New Chat
Click on “Start new chat” to message a new contact.
Enter Contact Number
Click on the input field to enter the new contact details.
Input Number with Country Code
Input the new number with country code and click on next.
Select WABA Number
Select the WABA number and click on the button “Choose Template & Send”.
Choose Template
Select the template and click on send.
Chat Assignment
Access Assignment Options
Click on the “Assign to” dropdown to assign the chat.
View Team Structure
You get a Team-wise employees list and also an All Employees section to assign this chat.
Select Team Member
Click on any Team and select whom to assign.
Assignment Complete
Now the chat has been assigned to the selected Employee and they can access this under their login.
Unassign Chats
You can also mark the chat as unassigned if needed.