Inbox & WhatsApp
Connect a WhatsApp number, answer leads, write the first message and send broadcasts.
- Answer a lead in ConversationsOpen a WhatsApp thread in the Inbox and reply from the business number the lead already knows.Everyone
- Connect or reconnect a WhatsApp numberCheck what a number says about itself, scan the QR code to link the phone again, or point the number back at the app.Everyone
- Write the first message a new lead getsSet the WhatsApp message a new lead receives, practise it on yourself, and give each lead source its own wording.Everyone
- Take over from an AI agent, or hand a thread backStep in on a conversation an AI agent is answering, and give it back when you're done, from the thread's Details.Everyone
- Save and use quick repliesKeep the messages you send again and again under a short /shortcut, and drop one into a reply with its files attached.Everyone
- Work handed to you, and handing a lead onFind the conversations a workflow or a colleague put you on, answer them even though the lead sheet is somebody else's, and pass one to a teammate.Everyone
- Send a broadcastSend one personalised WhatsApp message to many of your contacts, one person at a time, from a number in your district.Everyone
- Read the Inbox reportsSee how many conversations opened and closed, how fast leads were answered and how far they got, across every sheet you can see.Everyone
- Check what happened on your sheetRead the Activity tab's log of alerts, messages, skips and problems for one business, and run a check straight away.Everyone
- What the Inbox is and how a lead reaches itFollow a lead from a new row in your sheet to a card in your pipeline and a conversation in the Inbox, and see what stops each step.Everyone
- Practise the first message on yourself before going liveSend every new lead's first message to your own phone for a while, read what they'd get, then switch it to the lead.Everyone
- Read older WhatsApp history into the InboxPull the messages WhatsApp still holds for your leads into their threads, so a conversation that started before the app opens in full.Everyone