Shared inbox with assignment and notes
Shared inbox with assignment and notes
Product
One shared inbox, contact timeline, and team workflows on your Business number.
Overview
One shared inbox, contact timeline, and team workflows on your Business number.
Each capability below has its own feature page — explore without signing in, then connect WhatsApp when you are ready to operate.
Problem
Support and sales threads pile up on one phone or ad-hoc WhatsApp Web sessions. Assignments live in spreadsheets, campaign replies never meet the live chat timeline, and managers cannot see who owns which customer.
WhatsApp CRM centralizes 1:1 conversations on your Business number with assignment, notes, templates, and contact history — so handoffs stay auditable without asking customers to switch channels.
Benefits
Shared inbox with assignment and notes
Contact history across chat and campaigns
Calling context on the same timeline
Features
Deep-dive pages for every major module in this product line.
Workflow
Connect once, then route conversations through inbox, AI assist, and calling where enabled.
FAQ
No. You still manage WhatsApp Business assets and policy compliance in Meta. The CRM is where your team runs inbox, contacts, and operational workflows on top of a connected number.
The product is built around a shared Business number and workspace roles — not personal accounts. Agents sign into the CRM to reply on the company line.
Use cases
Common starting points for this product line:
Create a workspace to connect WhatsApp, invite agents, and run inbox plus assist features from one CRM.