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Inbox and WhatsApp

Inbox and WhatsApp puts your organization's email, your WhatsApp Business messages and whatever arrives through your forms in one place. Every conversation hooks onto the client it belongs to, so nobody forwards an email just to explain what was said.

  • Three channels in a single conversation list
  • Unassigned and Claim: nobody answers twice
  • What you do here happens in your real mailbox
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app.agentticcrm.com/app/inbox
Sample screen with fictitious data.

Your real email, not a separate copy

You connect your organization's email account with its address, its server and its password, and a test button checks that it can receive and send before saving it. The password is stored encrypted and never shown again.

From there you read, reply, forward, archive and delete. Send an email to the trash and it disappears from your phone and from the mail program you use too, and it can be brought back from any of them.

Each person creates their signatures and chooses one default for new emails and another for replies. The sent signature stays in the conversation so the team can see what the client received.

An inbox a team works in together

  • Unassigned and Claim

    New messages land in Unassigned. Whoever is going to handle them clicks Claim and the conversation moves to their name; it can also be handed to someone else.

  • Every conversation next to its client

    Email tries to recognize the sender by their address, and on WhatsApp you confirm it yourself. From then on the conversation lives in the client's record, not in a stray mailbox.

  • Drafts that do not get lost

    Save a half-written reply and pick it up when you reopen the thread. Saving is not sending: the message only goes out when you click Send.

  • Personal or shared email templates

    Prepare the subject, formatted body, CRM fields, spaces to fill in and attachments. Insert the template into a draft and review the details before sending.

  • Attachments and images inside the message

    Images show up in the conversation and keep their position; documents download. On WhatsApp you can paste a screenshot before replying.

  • My inbox or the organization's

    Each person sees their own and whoever has the permission sees every conversation. Pinning, prioritizing or archiving changes your list, not anyone else's.

  • Email writing assistance

    Request a draft, rewrite, correct or translate your text, summarize a conversation or find a suitable template. Review the result and decide whether to send it; your organization’s AI configuration is required.

  • Senders and snoozed conversations

    Classify senders, review new ones and snooze conversations to handle them later.

  • Email risk indicators

    Check a message’s risk level and reasons to decide how to handle it. The indicators help you review email and do not guarantee detection of every threat.

What each channel brings

Email

  • Goes out from your organization's address
  • Reply, forward, archive and a real trash
  • Your signature on everything you send
  • The sender is recognized by their address

WhatsApp Business messages

  • A shared queue for your organization's number
  • The state of each message: sent, delivered, read
  • Approved templates when they are needed
  • Save the contact and create the opportunity from the thread

Forms

  • Each form reaches the people you choose
  • Every form submission turns into a conversation
  • You answer whoever sent it, in that same thread

Connecting your WhatsApp Business

  1. Connect the account

    An administrator opens the inbox settings and connects your organization's official account.

  2. Choose the number

    If you have several, you pick by the visible name and number. There are no odd identifiers to copy across.

  3. Run the test

    Access, your templates and incoming delivery are all checked. Until the test passes, the account shows as pending, not as ready.

  4. Open the inbox

    The first incoming message appears in Unassigned and your team can take it from there.

For 24 hours after your client's last message you reply with free text; after that the editor switches to your approved templates, asks for the details they are missing and shows you the exact message before it goes out.

Frequently asked questions

Does my email end up trapped in the CRM?

No. Your mailbox stays yours: what you read, answer or delete here looks the same on your phone and in the mail program you already used.

Can several people work the same number?

Yes, that is the point. Each conversation has a visible owner and whoever has permission sees the whole queue, so it is clear what is still unanswered.

Can I create a client from a WhatsApp chat?

Yes. From the thread you save the person, link them to a company and create the opportunity with its owner and its follow-up task, without retyping anything.

Does the artificial intelligence answer for me?

No. It prepares a draft from the conversation and proposes the contact details, quoting the message it took them from. You edit, accept or discard, and sending is always yours.

What happens to the conversations if someone leaves the team?

They stay. The conversation belongs to the organization and remains in the client's record, with its full history, for whoever takes over.

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See AgentticCRM working with your team's day-to-day

Ask for a demonstration and we will show you how these features fit the way you already work: your clients, your projects and the way you get paid.

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