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Leads and follow-ups

Answer every chat from one Inbox

WhatsApp, Messenger, Instagram and Facebook-comment chats in one list. See who is waiting and answer on the channel they used.

Steps

  1. Open Inbox in the Leads menu. Waiting for reply lists customers who wrote last.
  2. Click a chat to read it. On a phone it opens full screen; Back returns to the list.
  3. Pick where to answer: WhatsApp, Messenger, Instagram or a reply to their comment.
  4. Type your reply, or press Suggest a reply for a draft. Once you have typed something it becomes Improve with AI and corrects your words for this chat (Undo puts them back). Then click Send.
  5. To pass a chat on, choose a teammate in Handled by. It shows in their Mine tab.

Good to know

Keep the Inbox open: a New messages strip appears when someone writes. Use the channel filter to clear WhatsApp first.
Official WhatsApp sends your own words only within 24 hours of the customer's last message; otherwise the Inbox offers Send it from WhatsApp on your phone. A Facebook comment gets one private reply, within 7 days.
Each reply shows who sent it; auto-replies show as Automatic. Your team sees only the leads they may see.
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