Help centre

Using the Inbox

Last updated Sat May 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)

The Inbox is every WhatsApp conversation between your centre and its customers. Your AI bot answers automatically; you can step in whenever a human is needed.

When you'd use this

  • A customer is chatting on WhatsApp and you want to read or join in.
  • A conversation is waiting for a human reply.

Reading conversations

  1. Open Inbox → WhatsApp from the sidebar.
  2. Conversations are grouped: a "Waiting for reply" section (paused chats, with a count) sits above "All conversations". Use the search box to find a person.
  3. Each thread shows a status badge: "AI Active" (the bot is handling it), "Human Active" (a person has taken over), or "Waiting for reply".

Taking over and handing back

  1. Open the conversation.
  2. Press Take Over (top-right). The bot stops auto-replying and you can type. While the bot is active the message box is disabled with "Take over to reply manually".
  3. When done, press Release to AI to hand it back.

Other channels

  • Email and Telegram inboxes appear in the menu but are Coming soon — they aren't active yet. WhatsApp is the live channel.

Tips

  • Take over for anything sensitive, high-value, or where the bot is going in circles, then release once it's resolved.

Troubleshooting

  • WhatsApp isn't connected: the Inbox shows "WhatsApp isn't connected yet" with a Go to WhatsApp Setup button — see whatsapp-setup.md.
  • Bot repeats an old wrong answer in a live chat: that conversation is anchored to it; take over and correct the customer directly.

Related

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