Unified inbox: every customer message on one screen
One customer writes on WhatsApp, another sends an email, a third fills in the form on your website. The unified inbox pulls all of these channels into a single list. Each message opens next to the customer's card, goes to the right teammate and never sits unanswered.
What is a unified inbox, and who is it for?
When messages are spread across different phones, mailboxes and dashboards, something always slips through. The unified inbox brings WhatsApp, email, SMS and website form messages into one view.
It works the same for a salon taking bookings, an agency with clients waiting on quotes, or a software company handling support requests: wherever the customer writes from, you read and reply in one place.
Key features
The inbox gives your team the essentials for keeping conversations organised.
- Read and reply to WhatsApp Business messages from the dashboard
- Email, SMS and website forms in the same list
- Bulk SMS and ready-made message templates
- Assign a conversation to a teammate
- Every conversation linked to the customer card
How it works with other modules
The inbox is more than a chat window. The sender is recognised in the Customers module, so past bookings, invoices and earlier conversations sit on the same card. If a message turns into a deal, you carry on in Quotes and e-Invoicing.
SMS and WhatsApp reminders from Booking and reservations go out through the same messaging layer. Credits are kept in one place, and the Asist apps use the same service, so you don't buy a separate SMS bundle for every app.
A typical day
In the morning, overnight messages wait for you in one list, each tagged by channel. Simple questions get a template reply in seconds; pricing requests go to sales, complaints to whoever handles support.
Running a campaign or an announcement? Send bulk SMS to the customer segment you choose. Team permissions decide who sees what.
Which channels land in the unified inbox?
WhatsApp Business, email, SMS and the forms on your website. They appear in one list and are answered from the same screen, and each conversation is linked to the customer's card whatever channel they used.
Can I share messages across my team?
Yes. You can assign each conversation to a teammate. Team and permission settings decide who can see the inbox and what they are allowed to do there.
Do I need a separate service for bulk SMS?
No. Bulk SMS and templates are part of the module. Credits are held in one place in CoSuite, and other messages such as booking reminders draw on the same balance.
Does the inbox work without other modules?
It does; every module can be bought on its own. Paired with the Customers module, though, each conversation opens with the customer's history and you answer much faster.
When you're ready, so are we.
Join early access and we'll set things up together.