The inbox

The Inbox brings every customer conversation together: official WhatsApp, linked WhatsApp, SMS replies and email. Reply from one place, and the lead’s details stay beside the chat.

Find a conversation

The list on the left filters by mine, unassigned and all (as your role allows), by channel and by label. Search by a phone suffix (4 digits or more), the contact’s name or words of the last message.

Reply

• Type and send. On WhatsApp the composer checks the 24-hour window; when it is closed, pick an approved template.
• Attach photos, PDFs or a voice note, or insert a property card with a tracked link — you’ll see when they open it.
• Type / and a shortcut to drop in a quick reply — saved answers such as office location, visit timings or documents needed.
• Before sending, a line under the composer says whether the message can go out now — consent, timing and channel rules checked — and what it costs.

Work as a team

• Assign a conversation to a colleague, or take an unassigned one.
• Write an internal note — your team sees it, the customer never does.
• Snooze a conversation until later, or mark it done when nothing is pending.
• The details pane shows the linked lead, requirement, matches, consent and timeline. A first message from a number that isn’t in the CRM can become a new lead.