Shared Inbox

Overview of the Shared Inbox

Updated 31 May 2026

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.

Related reading

Where this fits in the wider picture.

  • Product

    Shared Inbox

    Give every agent a shared view of every WhatsApp conversation, with assignments, internal notes and status tracking built in.

  • Use case

    Team Inbox & Escalation

    Route WhatsApp conversations to the right agent, escalate what needs it, and keep the whole history against the customer.

  • Guide

    Assigning and Managing Conversations

    How to assign a conversation to an agent, reassign it, and use status and filters so nothing is left unanswered.

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