One Omnichannel Shared Inbox
for Every Customer Conversation

WhatsApp, Facebook Messenger, Instagram Direct, Telegram, and website chat. Customer email can appear on a contact profile, but email is not an inbox channel.

Yes. Each conversation can show a CRM overview: pipeline, stage, deal value, owner, lead score, and source. Agents also see the customer snapshot, labels, custom fields, and notes without leaving the thread.

Yes. From the conversation sidebar, agents can assign an owner, add or remove labels, place the customer in a list, subscribe them to a message sequence, and update custom fields without leaving the thread.

Yes. You can assign an agent, join or leave a chat, add internal notes the customer cannot see, and use labels to keep work organized. A signature message can be sent when an agent joins.

The agent takes the live conversation. Bot reply can be paused so the customer does not get a bot and a human at the same time. The team can optionally send a signature message when they join.

Inbox IQ is an AI analyst inside Shared Inbox. It reads recent messages and returns a short summary, lead score (0–100), churn risk, sentiment and trend, whether they already look like a customer, and one next action: coupon, escalate, upsell, or information request.

Yes. Connected store orders can appear in the conversation so agents check status without leaving the inbox. Pair it with a Shopify WhatsApp AI Agent if you want the bot to look up orders before a human joins.

Yes. Agents can create a Google Meet link from the sidebar and send it to that customer without leaving the conversation.

Optionally, yes. Shared Inbox CRM can auto-fill deal fields from the conversation using AI. You can turn that autofill on or off in inbox settings.

Agents can install Shared Inbox as a PWA on phone or desktop and receive web push when a conversation needs them. It is the same inbox, not a separate helpdesk app.

Yes. Type / in the composer to insert a saved reply. Agents can also send a bot flow or message template, attach a file, or switch from Reply to an internal Note.

Yes. From the same thread you can send a bot flow, message template, or WhatsApp flow now, or schedule it for later, while keeping bot and AI pause controls on the conversation.

Agents can set a follow-up with a time, reason, and optional note. Due reminders appear on the conversation so the team can complete or snooze them instead of losing the lead in a spreadsheet.

Sales and support teams that talk to customers on WhatsApp and social DMs. It fits ecommerce, agencies, and growing teams that need one inbox, assignment, notes, CRM context, and chatbot handoff, not an email helpdesk.