WhatsApp conversations
Read and answer WhatsApp chats, hand them back to the assistant and keep notes.
- Your WhatsApp inboxHow the Conversations inbox works: the chat list, what each label and color means, the chat, and the customer details panel.
- Reply yourself and hand back to the assistantStep into a WhatsApp chat with Reply myself, write to the customer, and use Hand back to assistant when you're done.
- Who answers first on WhatsAppChoose whether your team or the assistant answers new WhatsApp messages first, how long the team gets, and what happens outside office hours.
- The WhatsApp 24-hour windowWhy WhatsApp limits replies 24 hours after the customer's last message, how the dashboard shows it, and what you can still send.
- Send photos and attachments on WhatsAppHow to send a photo to a customer from the WhatsApp inbox, which formats work, and what customers can send you.
- Team notes, contact names and chat summariesKeep a private staff note on each WhatsApp customer, give them a name your team recognizes, and read the automatic chat summary.
- Search and filter conversationsFind a WhatsApp chat by name, phone number or message text, and filter the inbox by unread, assistant, team or chats with a ticket.
Still need help?
Our team in Costa Rica answers in English and Spanish. Write to us, or sign in to your dashboard.