One unified inbox for all three channels. Reply, assign, tag, and jump between chats without switching apps.
Before you start
- At least one channel connected (WhatsApp / Instagram / Email)
Steps
- 01
Open the Inbox
Left nav → Inbox. Left panel lists all conversations across channels — filter by channel or status at the top.
InboxUnified - 02
Understand the icons
Green stripe = unread. Left arrow = incoming. Right arrow = outgoing. Tick = sent. Double tick = delivered. Blue double tick = read.
- 03
Reply to a customer
Click any conversation → type in the box at the bottom → Enter. Works inside the 24h window on WhatsApp.
Sure, we can do that. When would you like to come in?
11:02 ✓✓ - 04
When the 24h window is closed
LFG auto-swaps the reply box for a template picker. Choose an approved template, fill in variables, hit Send.
- 05
Customer profile on the right
Every chat shows lead info, pipeline stage, follow-up date, and quick actions like Create Bill.
Tips
- Assign chats to teammates from the customer profile panel — that person then owns the follow-up.
- Add labels (Hot, VIP, Follow-up) to slice the inbox by attention level.