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Team Inbox
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About this section
Team Inbox Workspace & Navigation Overview
Summary
The Team Inbox (/dashboard/teamInbox) is the primary workspace for sales representatives, support agents, and managers in Wabixo. It transforms your verified WhatsApp Business line into a real-time, multi-agent communication center. The interface is engineered as a synchronized 3-column workspace that unifies conversation navigation, live messaging, and customer context into a single cohesive screen.
The 3-Column Workspace Architecture
+-----------------------+---------------------------------------+-------------------------------+
| LEFT PANEL | CENTER PANEL | RIGHT PANEL |
| | | |
| Chat Navigation | Active Conversation Box | Customer 360° Sidebar |
| - View Modes (2) | - Conversation Header (Timer & Rep) | - Customer Identity |
| - Status Queues (8) | - Conversation Header (Timer & Rep) | - Custom Attributes (Edit) |
| - 24h Window Filter | - Live Message Thread (Direction) | - Tags & Labels Manager |
| - Tag Filter Bar | - Delivery Acknowledgment Ticks | - Stream (Internal Notes) |
| - Real-time Search | - Composer with Rich Text Formatting | - AI Agent Notes Context |
| - '+ New Chat' Modal | - AI Language Converter (14 Langs) | - AI Agent Followup (Nudges) |
| - Thread Cards List | - Attachments, Voice, Quick Replies | - Closing Remarks & CSAT |
+-----------------------+---------------------------------------+-------------------------------+
1. Left Panel: Views, Queues & Filtering
The left navigation panel manages incoming conversation traffic, allowing agents to isolate high-priority chats, monitor department workloads, or locate specific customer messages.
View Modes
At the top of the sidebar, agents can toggle between two primary views:
- All Chats: Displays the complete organization-wide incoming and outgoing conversation feed. Access is controlled by the
CanViewAllChatsinternal permission. - Mine: Filters the feed strictly to conversations assigned directly to the logged-in agent. Access requires
CanViewMyChatspermission. Agents without permission to view all chats are automatically locked to this view.
Status Queue Tabs
Conversations are categorized into eight real-time lifecycle queues:
| Queue Tab | Description |
|---|---|
| Open | Active customer conversations currently requiring human attention or an agent response. |
| Pending | Conversations on temporary hold or waiting for a customer response after an agent reply. |
| Unread | Conversations containing new incoming customer messages that have not yet been opened. |
| Solved | Completed and archived conversations closed by an agent or automated workflow rule. |
| Junk Open | Active conversations flagged as spam, promotional solicitations, or irrelevant traffic. |
| Junk Expire | Expired junk conversations whose 24-hour service window has elapsed. |
| Outreach | Inbound customer replies resulting from outbound marketing broadcast campaigns. |
| Template | Conversations initiated by sending pre-approved outbound utility or marketing templates. |
24-Hour Service Window Filter
Agents can filter the conversation list according to the Meta 24-hour customer care session:
- Active: Conversations within the 24-hour window where standard, free-form text and media replies can be sent.
- Expired 24-48hr: Conversations where the customer last messaged between 24 and 48 hours ago. Re-engagement requires sending an approved template message.
- Expired 48++: Conversations where the session expired more than 48 hours ago.
- All Time: Unfiltered view displaying conversations regardless of window expiry status.
Tag Filter Bar (TagBar)
A horizontal bar of color-coded tag pills (e.g., #VIP, #Follow-Up, #Urgent). Tapping any tag instantly isolates conversations tagged with that label and displays live conversation counts.
Search & Proactive Outbound Chat
- Search Bar: Instant search querying customer names, verified WhatsApp profile names, phone numbers, and message body text.
+ New ChatButton: Opens the contact selector modal to initiate a proactive outbound message to an existing customer or a new phone number with international country code selection.
2. Center Panel: Active Conversation Box
The center panel is your active communication stream and message composer.
Conversation Header Controls
- Customer Identity: Displays the customer's name, WhatsApp phone number (with privacy masking support if configured), and avatar.
- 24-Hour Window Countdown Timer: A real-time timer indicating the exact hours and minutes remaining before the WhatsApp customer service window closes.
- Agent Assignment Dropdown: View the currently assigned agent or click to reassign the conversation to another teammate or department group.
- Resolve Action: Clicking Resolve opens the closing remarks dialog to record notes and CSAT ratings before moving the conversation to
Solved.
Message Stream & Delivery Acknowledgments
Every message bubble displays real-time delivery status ticks:
Clock: Message is sending from the local client.- Single Grey Checkmark (
Check): Message successfully transmitted to Meta WhatsApp servers. - Double Grey Checkmark (
CheckCheck): Message successfully delivered to the customer's mobile device. - Double Blue Checkmark (
CheckCheckin Blue): Message opened and read by the customer. - Red Alert Icon (
AlertCircle): Delivery failed (e.g., invalid phone number or out-of-window policy violation).
Message Composer & Toolbar
The composer toolbar supports rich messaging and AI acceleration:
- Auto-Expanding Textarea & Draft Autosave: Text is automatically cached locally per chat ID so uncommitted drafts are never lost when switching conversations.
- WhatsApp Text Styling: Direct toolbar buttons and keyboard shortcuts for Bold (
*text*,Ctrl+B), Italic (_text_,Ctrl+I),Strikethrough(~text~), andMonospace(`code`). - AI Language Converter & AI Assist:
- Translates, polishes, and corrects grammar across 14 supported languages: English, Hindi, Bengali, Tamil, Telugu, Kannada, Malayalam, Marathi, Gujarati, Punjabi, Odia, Assamese, Urdu, and Arabic.
- AI Recommends Suggestions: Generates one-click response recommendations with Concise and Detailed draft variants.
- Attachment Uploader: Send images, videos, audio clips, and PDF documents with support for captions up to 1024 characters.
- Voice Notes Player (
CustomAudioPlayer): Listen to incoming voice notes directly inside the thread with scrubbable waveforms and playback speed controls. - Slash Shortcuts (
/): Typing/opens the canned quick replies popover to insert standardized responses instantly. - Template Picker (
TemplateSelector): Search and select Meta-approved message templates when replying outside the 24-hour service window.
3. Right Panel: Customer 360° Sidebar
The right-hand panel gives agents complete context regarding the customer's profile, history, and internal team collaboration:
Customer Identity
- Displays verified WhatsApp profile name, customer phone number, and a direct inline Edit button to assign a custom business name.
- Followers Feature: Agents can toggle Follow to receive notification alerts whenever new messages arrive in that specific conversation.
Custom Attributes
- Displays organization-defined custom fields (e.g., City, Customer ID, Preferred Branch, Account Tier).
- Authorized agents can click the + button or the pencil icon to update attribute values in real time.
Tags Management
- View all color-coded tags currently attached to the conversation.
- Use the single-tag selector dropdown to add tags from the central library, or click the X on any badge to remove it.
Stream (Internal Notes)
- An internal collaboration stream for team notes and remarks.
- Agents can post private notes and handover remarks that are strictly internal and completely invisible to the customer on WhatsApp.
AI Agent Notes
- Contextual summaries and intent notes recorded automatically by the autonomous AI agent while handling earlier turns of the conversation.
AI Agent Followup (Nudge Audit)
- An audit log displaying automated follow-up nudges sent to the customer if they went idle during an interactive flow or inquiry.
Closing Remarks History
- A chronological archive of closing notes and Customer Satisfaction (CSAT) ratings (1 to 5 stars) recorded by agents who previously resolved inquiries for this customer.
Mobile Responsive Navigation
When accessed on mobile screens or inside a webview:
- The 3 columns collapse into a single-panel view.
- Tapping any conversation card in the left list slides open the full-screen chatbox.
- Tapping the Back Arrow (
ArrowLeft) returns to the conversation list. - Tapping the User Info icon in the chat header slides open the Customer Details drawer.