The problem
Where messages get lost
When WhatsApp lives on one personal phone, every message competes with the owner's other life: meetings, deliveries, and the moment the phone runs out of battery.
- One person holds the number; everyone else forwards screenshots
- No conversation history survives a handover
- Messages at night wait for morning, and buyers move on
- There is no record of who promised what to whom
The setup
The shared inbox in practice
Connect the number once and the whole team sees every conversation in one shared inbox. Messages no longer live on a device; they live in the workspace.
- All conversations from one number in one inbox, with WhatsApp and Telegram together
- Assignments: an agent takes a conversation, and the team sees who owns it
- Collision avoidance: two agents never answer the same chat at the same time
- Tags and notes keep pipeline stages and context visible
The handover
Handovers without context loss
When the assigned agent leaves or a shift ends, reassign the conversation with a note. The full history stays in the chat, so the next agent picks up mid-sentence, not from scratch.
After hours
After-hours coverage
An auto-reply acknowledges the message instantly, AI drafts a helpful answer, and a booking link captures the intent that would otherwise leak overnight.
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
After-hours auto-reply
Thanks for messaging {business}. We're closed until {time}, but {name} will reply first thing. Need to book? Reply BOOK and we'll reserve your slot now.
Handover note
Assigned from {agent1} to {agent2}. Context: {summary}. Customer waiting since {time}, replied {n} times. Next step: {action}.
Assignment acceptance
Hi {name}, {agent} here. I'm taking over your chat. I can see {context}. How can I help?
While you wait
Thanks for waiting, {name}. Your message is with {team} and someone will reply within {time}. Anything urgent? Reply URGENT and we'll bump you up.