Team Inbox

The Team Inbox is the heart of Automate Chats. it allows your entire team to manage messages from WhatsApp and other channels in one place.

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Key Features

• Omnichannel Support: Manage WhatsApp, and more from a single interface.
• Member Assignment: Assign conversations to specific team members to ensure accountability.
• Collaborative Notes: Leave internal notes for your teammates that customers can’t see.
• Contact Context: View the full history and details of a contact while you chat.

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Using the Inbox

1. Incoming Messages: All new messages appear in the “Unassigned” or “All” tab.
2. Replying: Use the rich text editor to send text, media, or templates.
3. Closing Conversations: Mark conversations as “Closed” or “Solved” to keep your inbox clean.

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Interactive messages

Inside the 24-hour customer service window you can send messages with buttons instead of plain text. In the message box, choose Interactive and pick a type:

• Reply Buttons: up to 3 tappable answers.
• List: a menu of options.
• CTA URL: a button that opens a link.
• Ask for Address: opens WhatsApp’s address form.
• Send Location: shares a map pin.
• Interactive Carousel: a row of 2 to 10 swipeable cards.

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Interactive Carousel

Each card has an image or a video, an optional short text and a button.

1. Choose Interactive Carousel as the message type and write the main message.
2. Under Card buttons, choose URL button (a link on every card) or Quick-reply buttons (1 or 2 answers on every card). All cards use the same kind of button, as WhatsApp requires.
3. Use the Card 1, Card 2 tabs to fill in each card. Add the image or video from your gallery, an upload or a link. Use + Add card to add more (up to 10).
4. Click Send.

A tab with a red border means that card still has something missing. To reuse an interactive message, turn on Save as quick reply before sending. Open it later from Quick Replies, and click the eye icon to preview it.