Inbox & CRM
All your chats in one inbox. And your team knows who's on what.
WhatsApp, Instagram and Messenger arrive in the same place. You see what the agent replies in real time, take over in one click, and every contact lands in your CRM with its stage, tags and notes.
- One inbox with a tab per channel
- Take over and the AI pauses until you hand it back
- Roles and assignment for your team
- WhatsApp, Instagram and Messenger in the same inbox, with a tab per channel.
- 3 channels
- Owner, admin, agent and viewer, each with what they can see and do.
- 4 roles
- The AI steps away when your team replies from the WhatsApp Business app, Instagram or Messenger.
- 15 minutes
Your team in the inbox
Several people, no stepping on toes
Everyone knows what's theirs, the AI knows when to step aside and nobody answers the same thing twice.
Take over
Step into the conversation in one click
Take control from the inbox and the AI leaves that conversation until you hand it back. If you reply from the WhatsApp Business app, or on Instagram or Messenger, it steps away for 15 minutes, then picks back up on its own. You can also pause it across your business.
Agent controlAssign
Every conversation has an owner
Assign conversations to people on your team. Agents only see unassigned conversations and their own, so nobody handles someone else's.
Team collaboration in the CRMFolders & filters
Find what's pending in seconds
Open and resolved conversations. Filters for unread, priority, awaiting reply, mine, unassigned and tags.
CRM inboxes and filtersCRM
Every contact, with their history
Everyone who writes lands in your CRM with their stage, tags, a note, files and whether they agreed to receive marketing messages. So you know who you're talking to before you reply.
- Stages: new, contacted, interested, customer and lost
- Tags to group your contacts
- Marketing consent recorded per number
Dashboard
What happened in your business, on one screen
The dashboard brings together what the agent did and what you sold: AI replies, customers, handoffs to your team, orders, revenue, appointments and how much of your plan you've used.
- AI replies and handoffs to your team
- Orders, revenue and appointments
- AI credits used this month
Before you add your team
What people ask about the inbox
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How many people can use it?
Free includes 1 user, Starter 3, Pro 5 and Ultra 10. You can add extra users to your plan.
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Do I lose anything if I reply from my phone?
No. What you send from the WhatsApp Business app shows up in the inbox too.
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Can I build my own pipelines?
No. The stages are fixed: new, contacted, interested, customer and lost. Tags let you group contacts however you like.
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What can someone with the agent role see?
Only unassigned conversations and the ones assigned to them.
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Can I send templates and files?
Yes. From the inbox you send text, photos, files and approved WhatsApp templates.
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Does the CRM cost extra?
No. The inbox and CRM come with every plan, including Free.
The AI, in plain sight
See what the agent says as it says it
AI replies show up in the inbox in real time, next to your team's. If a customer asks to talk to a person, the agent emails you and leaves a note on the contact.
AI agent- Each conversation shows whether the AI or a person is handling it
- Email alerts when someone asks for a person
- Actions that need approval go to Agent notifications
Also included
- Search by name, phone, email or notes
- Filters: unread, priority, awaiting reply, mine and unassigned
- Assign conversations to your team
- Send photos, files and templates from the inbox
- Extra users as your team grows
- Marketing consent per contact
Questions about the inbox and CRM
- What is a shared inbox for WhatsApp?
- It's one place where several people handle messages to the same WhatsApp number, with conversations assigned and visible to the whole team. In Interlinked AI it also includes Instagram and Messenger.
- Can I handle WhatsApp, Instagram and Messenger in one place?
- Yes. All three channels arrive in the same inbox, with tabs to view each channel separately.
- Can several people use the same WhatsApp number?
- Yes. Your team works the same number from the inbox, each person with their assigned conversations.
- Does Interlinked AI include a CRM?
- Yes, on every plan. Each contact has a stage, tags, notes, files and consent status.
- How do I take over a conversation?
- With the “I reply” option in the inbox: the AI pauses in that conversation until you hand it back. If you reply from the WhatsApp Business app, it steps away for 15 minutes.
- How many users does each plan include?
- Free 1, Starter 3, Pro 5 and Ultra 10. You can add extra users.
Start today
Put your team and the agent in the same inbox
In a 20-minute call we show you how conversations are shared between the AI and your team.