Chats brings all your WhatsApp conversations into one inbox. Your whole team can see who is talking to whom, so no customer is left waiting.
The three parts of the screen
- Left: your list of contacts with the latest message, the team member handling the chat and tags.
- Middle: the conversation itself.
- Right: the customer details and notes.
Find a contact
The list shows how many contacts you have in total and loads them in batches. Use the search and the tag filters to narrow down.
Tags
Use Manage Tags to create tags such as "new customer". Tags help you filter the list and group customers for later broadcasts.
Template messages
WhatsApp only allows free-form replies for a limited time after the customer writes. Outside that time, send an approved template. Template messages are marked "Template" in the list.
Create a follow-up from the chat
- Open the chat of the customer.
- Click Schedule Follow-up.
- Write a short note, choose the date and time, and click Save.
The next tutorial explains follow-ups in full.