The inbox
The Inbox tab works like a messenger: all chats on the left, the open chat on the right. On a phone you see the list first, then the chat.
Find a chat
Section titled “Find a chat”- Search chats: by name, phone, email or text.
- Filters: All, Needs you, and the channel icons for WhatsApp, email and website.
- A small badge on the avatar shows the channel. A green dot means unread. Needs you marks chats where the AI handed over or a draft waits for you.
Open a chat, write in the box at the bottom and press Enter (Shift + Enter for a new line). Your reply goes out on the same channel: WhatsApp, email or the website chat.
When you reply yourself, you can switch the AI off for that one chat (Team answers here) and back on later (AI answers here).
Drafts
Section titled “Drafts”If a channel is set to Write drafts only, the AI’s reply waits in the chat as Draft – not sent yet. Tap Send this reply, Edit it first, or discard it.
Start a new chat
Section titled “Start a new chat”Tap the pen button next to the search. Choose WhatsApp or Email, pick a customer or type a number or address, write your message and send.