The problem
When one phone cannot keep up
Growth brings more conversations, more roles, and more people who need to see what is happening. A phone in one pocket cannot do that.
- Sales, support, and bookings all compete for one device
- Shared logins and screenshot handovers lose context
- Nobody knows who answered what, or what is still unanswered
The setup
The team inbox setup
Connect the number once, add your agents, and everyone works from the same inbox. WhatsApp and Telegram conversations sit side by side.
- Connect once via Meta Cloud API or QR session
- Add agents; each gets the shared inbox on any device
- Roles control who sees what
- The full conversation history lives in the workspace, not on a phone
The rules
Rules that keep it clean
A shared inbox works when the rules are explicit.
- Assignments: an agent takes a conversation; the team sees the owner
- Collision avoidance: one active agent per conversation, no double replies
- Tags: pipeline stages and topics stay visible at a glance
- AI drafts: the first reply is written in seconds, human-reviewed before send
The handover
Handovers
When the assigned agent is away, reassign with a note. The customer never sees the change; the context lives in the conversation.
The templates
Copy-paste templates
Adjust the placeholders and send. These work as WhatsApp templates (utility category) or plain messages inside the service window.
Ready-to-use templates
Copy, adapt, send
Assignment note
Assigned to {agent}: {task} for {customer}. Context: {summary}. Due {time}.
Handover
Hi {name}, {agent2} here. {agent1} passed your chat to me. I've got your order {order_no} and will take it from here.
Tag reminder
Tag {tag} on {conversation}. Next step: {action} by {time}.
Team update
Update: {conversation} is now {status}. Owner: {agent}. Open item: {next_step}.