The three panes
1
The conversation list
Every conversation in the workspace, newest activity first. Search, filters and the per-row actions menu live here.
2
The thread
The messages themselves, plus the header controls — status, owner, AI pause — and the composer.
3
The contact panel
Tags, segments, open deals and notes for whoever you are talking to. On desktop you can hide it with the panel button in the thread header; the choice is remembered on that device.
Search and filters
The search box matches on the contact’s name, phone number, Instagram handle and the text of the last message. It searches the conversations already loaded into the list, so scroll further back before concluding an old thread is missing. Four filter menus sit under the search box and stack together — “unread Instagram conversations tagged vip” is one combination of three of them.
The Tags and Company menus only appear when the workspace has tags, or when a loaded contact has a company. Active tag and company filters show as removable chips with a Clear all next to them.
What a row tells you
- The channel — a small WhatsApp, Instagram or globe glyph on the corner of the avatar. Every row carries one, so you know which platform you are about to reply on before you click.
- Unread count — a badge. Only messages from the customer count towards it; your own replies and AI replies never do.
- Status — a coloured dot: open, pending or closed.
- A teammate is in here — a small people glyph when somebody else has that conversation open. See Working a conversation.
- Time — how long ago the last message was.
Live updates
The Inbox is realtime: new messages, status changes and assignments appear without a refresh, on everyone’s screen. On WhatsApp, delivery and read receipts come back from Meta and update the ticks on your sent messages in place. If the live connection drops, a strip appears above the panes — “Live updates are disconnected — new messages may not appear. Reconnecting…”. It reconnects by itself. The refresh button in the thread header forces a refetch of both panes at any time.Coming back to a tab you left open for a while refetches quietly, keeping the rows on screen rather than blanking them. A quick switch to another tab and back does not refetch at all — nothing is missed on a short absence.
Where to next
Working a conversation
Assign it, change its status, add notes and tags, triage from the list.
Sending messages
Text, media, voice notes, reactions, templates, products and payment links.
Canned replies
Saved answers your team drops in by typing a shortcut.
Notifications
What alerts you, where, and the sound and desktop options.