Navigating the Inbox
Left Panel (Chat List): β’ Sorted by most recent message. β’ Unread count badge shown on each chat. β’ Search chats by contact name or phone number. β’ Filter by: All, Unread, or by specific WhatsApp instance. Center Panel (Chat Window): β’ Full message history with timestamps. β’ Send text, images, videos, audio, and documents. β’ See message status: Sent β, Delivered ββ, Read π΅ββ. Right Panel (Contact Info): β’ Contact name, phone, and profile picture. β’ CRM fields: stage, tags, assigned agent, notes. β’ Custom fields. β’ Automation session status.
Quick Replies
Quick Replies are pre-saved message templates you can insert instantly. Creating Quick Replies: 1. Go to Settings β Quick Replies β Add Quick Reply. 2. Enter a Shortcut (e.g. greeting) and the Message Content. 3. Click Save. Using Quick Replies in Chat: 1. Click in the message input box. 2. Type / followed by the shortcut name. 3. Select the quick reply from the dropdown. 4. The message is populated β edit if needed, then send. Examples: β’ /hi β "Hello! Welcome to TechStore π How can I help you today?" β’ /hours β "Our store hours are Mon-Sat, 10am to 8pm." β’ /order β "Please share your order number and we'll check it for you!"
Chat Controls & Toolbar
Top Toolbar (inside a chat): β’ π€ AI Toggle β Enable/disable AI for this specific chat. β’ π End Session β Stop the current automation session for this contact. β’ π Attachment β Send images, videos, audio, or documents. β’ π Emoji β Insert emojis. Message Tabs: β’ Reply β Sends a normal WhatsApp message to the customer. β’ Note β Saves an internal note visible only to your team (not sent to the customer). Right Panel Actions: β’ Assign Agent β Assign the chat to a specific team member. β’ Change Stage β Update the contact's funnel stage without leaving the chat. β’ Add Tag β Tag the contact for filtering later.