The Agent Inbox is the daily workspace for your sales and support team. It has a slim icon bar on the left. Move your mouse over it and the labels open up.
The menu, one by one
- Pipeline: all your leads on a board, so you can see who is new and who is completed.
- Follow Up: reminders to call or message a customer at the right time.
- Chats: your WhatsApp conversations with customers.
- Broadcasting: send one WhatsApp message to many customers.
- Campaigns: automatic multi-step WhatsApp follow-up messages.
- Inventory: your product catalogue and stock.
- Assistant: automations and the people allowed to use them.
- App Builder: simple custom tools for your business (new).
- Notifications: alerts for your team.
- Invite Team: add team members and set their role.
Green dot at the bottom
At the bottom of the menu you will see "System Online". A green dot means the connection is live and new messages will arrive in real time.
Going back
The arrow at the top of the menu takes you back to the Agents page.
A good daily routine
- Open Pipeline and check the New column for fresh enquiries.
- Open Follow Up and look at Today.
- Open Chats and reply to waiting customers.
- At the end of the day, move finished leads to Completed.