Chats and quick replies

Use the shared inbox

Inbox → Chats lists WhatsApp conversations available to the team. Open a conversation to review context, send a reply, attach supported media and use customer or order actions.

• Check the recipient and conversation history before sending.
• Use the customer record instead of copying details into private notes.
• When AI suggests a reply, review it for accuracy before sending.

Create a quick reply

1. 1Open Inbox → Quick replies.
2. 2Choose New quick reply.
3. 3Give it an internal name and write the reusable message.
4. 4Save and keep it active.
5. 5In a chat, insert the reply and personalise it before sending.

Create an order from a chat

Use the place-order action in the conversation, select the products and quantities, confirm the customer and totals, then create the order. Review any AI-captured details before committing the order.