Inbox & Chats

8 articles

Manage conversations, assign chats, use tags and notes in the shared inbox.

Guides in this section

Assign WhatsApp conversations to the right team member so every customer gets a clear owner in the LeadPattern shared inbox.

Stay on top of new WhatsApp messages and assignments in LeadPattern with in-app, browser and mobile notifications.

Reply to WhatsApp conversations from the LeadPattern inbox — text, media and quick replies — and understand the 24-hour messaging window.

Find any WhatsApp conversation in LeadPattern fast — search by name or number and filter by status, assignee, tag and custom fields.

Start a new WhatsApp conversation in LeadPattern with an approved template message, even when the customer hasn't messaged you first.

Add internal notes to a WhatsApp conversation in LeadPattern — private context for your team that the customer never sees.

Label WhatsApp conversations and contacts with tags in LeadPattern so you can filter, segment and find them later.

A tour of the LeadPattern Chats inbox — the conversation list, filters, the conversation panel, and how your whole team shares one WhatsApp number.