Inbox
The WhatsApp Shared Inbox in 3sigma CRM centralizes all your WhatsApp conversations, making it easier for teams to manage, assign, and respond to messages in one place. It’s a powerful tool for maintaining customer relationships, ensuring timely responses, and improving overall communication efficiency. Whether it's for sales inquiries, customer support, or following up with leads, the shared inbox keeps your team's interactions organized and streamlined.
What is the WhatsApp Shared Inbox? 🤔
The WhatsApp Shared Inbox is a collaborative space where all team members can access and manage WhatsApp conversations directly within 3sigma CRM. It enables you to view all your WhatsApp chats, assign them to team members, and respond to leads and customers efficiently.
Key Features of the WhatsApp Shared Inbox 🛠️
Centralized Communication All WhatsApp messages from your customers and leads are consolidated in a single inbox, making it easy to track and respond to inquiries.
Assign Conversations Assign chats to specific team members to ensure the right person handles the inquiry, improving customer service and response times.
Labels & Status Updates Use labels like "Hot," "Pending," or "Closed" to categorize and prioritize conversations. Update the status of chats to keep track of progress and follow-ups.
Add Notes & Tasks You can add notes and tasks directly within the conversation, helping your team stay informed about customer interactions and next steps.
Shared Collaboration Team members can collaborate and share information within the inbox, making it easier to solve issues and respond to inquiries collectively.
How to Use the WhatsApp Shared Inbox 📝
Access the Inbox Navigate to the "Inbox" section in your CRM dashboard to see all WhatsApp conversations. You can filter chats by "Unread," "Unassigned," or "Assigned to me" to find relevant messages quickly.
Assign Conversations Click on a chat and assign it to yourself or a teammate to ensure that each message is handled promptly.
Label and Update Status Apply labels like "Hot" or "Pending" and update the status as you progress through conversations to keep everything organized.
Add Notes and Create Tasks Use the "Add Note" and "Add Task" options to record important details or set reminders directly from the chat screen.
Track Chat History Monitor the history and updates for each conversation to maintain continuity and consistency in customer communications.
FAQs 🤔
What is the WhatsApp Shared Inbox? It’s a feature that consolidates all your WhatsApp messages into one unified inbox, accessible to your team members, for better collaboration and customer service management.
How do I assign a chat to a team member? Click on the chat you want to assign, select the “Assign to” option, and choose the appropriate team member.
What are the benefits of using labels and statuses? Labels and statuses help organize your conversations, prioritize responses, and track the progress of each chat.
Can I add notes or tasks in the shared inbox? Yes, you can add notes and create tasks directly within each conversation to keep track of important details and actions needed.
How does this feature enhance team collaboration? The shared inbox allows team members to view and collaborate on customer interactions, ensuring that everyone is on the same page and can provide consistent service.
Notes 🗒️
The WhatsApp Shared Inbox is accessible via the 3sigma CRM dashboard.
Messages are updated in real-time, so you’ll always have the latest information at your fingertips.
Ensure your team has the necessary permissions to access and manage the shared inbox.
Conclusion
The WhatsApp Shared Inbox in 3sigma CRM is a powerful tool that enhances your team’s ability to manage and respond to customer inquiries efficiently. By organizing conversations and allowing for team collaboration, it helps maintain a professional and timely response system, improving customer satisfaction and communication efficiency.
For further assistance, reach out to our support team via the "More > Get Help" option in the app! 🌟
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