Inbox, To do & contacts
Reply, hand over, approve drafts and keep customers organised. ¡ 20 guides
- 1Find your way around the InboxSee every WhatsApp chat in one place, who is replying, and what needs you first. 3 min
- 2Filter chats and use quick viewsShow only the chats you care about right now, like unread, waiting or hot leads. 3 min
- 3Reply to a customerType a message, send a photo, file or voice note, and jump into any chat Nuha is handling. 3 min
- 4Save and use quick repliesSave answers you type often and insert them with a short shortcut. 2 min
- 5Approve, edit or discard Nuhaâs draftsWhen Nuha asks you first, check her reply and send it with one tap. 2 min
- 6Handle chats Nuha hands to youAnswer chats that need a person, then give them back to Nuha. 3 min
- 7Turn Nuha off for one chatLet your team handle one customer by hand while Nuha keeps replying to everyone else. 1 min
- 8Send an item, order, booking or quotation from a chatUse the one-tap buttons above the message box to sell without leaving the chat. 4 min
- 9Message a customer after 24 hoursUnderstand the WhatsApp 24-hour window and send a template when it is closed. 3 min
- 10See customer details while you chatOpen the side panel to see what the customer wants, their orders, labels and notes. 3 min
- 11Give chats to your team (and round robin)Choose who looks after each chat, by hand or automatically. 4 minRound robin: Pro and higher
- 12Clear your To do listOne list of everything waiting for you, each with the button to finish it. 3 minKnowledge, price and finance actions: owners and admins
- 13Find and sort your contactsSee everyone who chatted with you, with how much they spent and how keen they are. 3 min
- 14Use a customerâs profileSee a customerâs history, add notes and tasks, and keep custom details. 3 min
- 15Organise customers with labelsTag customers like VIP or Reseller so you can filter chats and send campaigns. 3 min
- 16Import or export contactsBring in a customer list from Excel or Google Sheets, or download your contacts. 4 minImport: owners and admins
- 17Save groups of customers (segments)Make a group like "bought in the last 90 days" that keeps itself up to date. 3 minCreate and edit: owners and admins
- 18Check your contact quality before a campaignSee which numbers are safe to message and which are left out to protect your number. 2 min
- 19Track deals on the Pipeline boardSee every lead by stage, and move a deal yourself when something happened outside WhatsApp. 4 min
- 20Choose when deals move by themselvesSwitch on or off the rules that move deals through the Pipeline automatically. 2 minOwners and admins