Inbox Management
Master the Shared Inbox for Efficient Customer Support
Shared Inbox
The Shared Inbox (Chats) is the command center of Sentikko, aggregating conversations from WhatsApp, Facebook Messenger, and Instagram Direct into a unified interface. This centralization ensures no customer query is missed and allows for seamless cross-channel management.
Interface Overview
The Inbox is divided into three main operational areas:
- Conversation List (Left Panel): Displays all recent and resolved chats. Use filters to view conversations by status (Recent, Resolved) or filter by assigned agent or integration channel.
- Message Thread (Center Panel): The active conversation view. Here you can read history, send replies, and add internal notes.
- Contact Details (Right Panel): Shows customer information, assigned agent/team, labels, and custom attributes.
Key Features
Conversation Assignment
Route conversations to the right agent or team to ensure specialized handling.
- Manual Assignment: Select an agent or team from the assignment dropdown in the contact details panel.
- Filter by Assignment: View only conversations assigned to you using the "Assigned to Me" filter.
- Team Assignment: Assign conversations to entire teams for group handling.
Internal Notes
Communicate privately with your team within the conversation thread. Notes are invisible to customers.
- Add Notes: Use the "Internal Note" button in the message composer to add private team notes.
- View Notes: Internal notes appear inline in the message thread with a distinct visual indicator.
- Collaboration: Share context and strategy with your team without the customer seeing.
Status Management
Keep your inbox clean by managing conversation status.
- Recent: Active conversations appear in the "Recent" section.
- Resolve: Mark a conversation as "Resolved" when the issue is settled - it moves to the "Resolved" section.
- Re-open: Resolved conversations can be re-opened when customers reply or when manually changed back to recent status.
Filters & Organization
- Integration Filter: View conversations from specific channels (WhatsApp, Messenger, Instagram).
- Assignment Filter: Filter by "All", "Assigned to Me", or "Unassigned".
- Labels: Organize conversations with custom labels for better categorization.
Best Practices
[!TIP] Use Internal Notes: Communicate strategy with your team privately within the conversation thread. Notes are invisible to the customer.
[!IMPORTANT] Response Times: Monitor your SLA metrics. WhatsApp has a 24-hour service window for free-form replies outside of template messages.