How to Set Up Your Team Inbox in 5 Minutes

Sharing one WhatsApp Business number among your whole team is a recipe for disaster: messages get missed, customers get frustrated, and sales slip away. Here's how to set up a proper team inbox in minutes.

Why You Need a Team Inbox

• Multiple team members can reply from one WhatsApp number
• Never lose a message — all conversations are saved and searchable
• Assign chats to specific team members
• Track response times and team performance

Step 1: Connect Your WhatsApp Number

In your SaleviaCon dashboard, go to Settings → WhatsApp. Enter your WhatsApp Business number and scan the QR code. That's it — your number is connected and ready for team access.

Step 2: Invite Your Team

Go to Settings → Team. Click "Add Member" and enter their email. Choose their role: Admin (full access), Agent (replies only), or Viewer (read-only). They'll get an invite email with login instructions.

Step 3: Configure Smart Routing

Enable auto-assignment: new chats go to the least busy team member. You can also set up round-robin assignment or route VIP customers to specific agents.

Step 4: Enable AI Smart Replies

Toggle on AI suggestions in Inbox settings. The AI will analyze incoming messages and suggest replies based on sentiment — just click to send. Handles 60% of common queries automatically.

Step 5: Set Up Offline Hours

Configure auto-reply for after-hours. Customers get an instant message like "Thanks for reaching out! We'll reply within 2 hours during business time." No message left unanswered.