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Overview of the Shared Inbox

< 1 min read

The Shared Inbox is where your team manages all incoming and ongoing WhatsApp conversations in real time.

Conversation list #

The left panel shows all conversations sorted by most recent message. Each row displays the customer name, last message preview, and time. New unread messages show a blue badge.

Real-time sync #

Conversations update instantly without refreshing — new messages appear automatically and notification sounds play for incoming messages.

Filtering conversations #

Use the filter controls at the top of the conversation list to narrow down by:

  • Status — All, Open, Resolved, or Pending
  • Assigned to — Show only conversations assigned to a specific agent
  • Sort order — Newest first or oldest first

Searching #

Click the search icon in the conversation list to search by customer name or phone number.

Customer detail panel #

Open any conversation and click the Info icon on the right to expand the customer panel showing contact details, tags, custom fields, and conversation history.