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← Common tasks

Work the shared inbox and send a broadcast

Answer customers from a channel the whole team can see, and reach many of them at once.

Before you start

  • A customer channel connected — WhatsApp, email, or both

Steps

  1. Open the shared inbox

    Communications › Inbox pulls in messages from every connected channel into one place, so a customer's question doesn't live only on one person's phone.

  2. Reply from the business, not a personal number

    Answer from the inbox directly. The customer sees a reply from the business channel, and the next person on your team can see the whole thread, not just their own conversations.

  3. Send a broadcast

    For an announcement — a promo, a closure notice — use Communications › Broadcast to message a list of customers at once, rather than a manual copy-paste round of individual messages.

  4. Check what landed

    Broadcast shows delivery status per recipient, so you know whether a message actually went out before assuming everyone saw it.

What you end up with

One inbox the whole team can see, and a way to reach many customers at once without leaving your personal number as the fallback channel.

Modules used

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Sent from /docs/guides/inbox-and-broadcast