Skip to main content

A shared inbox, with the inquiry in context.

Clients use the channel that suits them. Plan a connected way for your team to understand the inquiry and agree what happens next.

We agree your requirements and scope before implementation.

Inquiry context · illustrative compositionSample data, not a live product screen

The conversation should not depend on one person’s inbox.

A website inquiry, an email and a WhatsApp message may all concern the same property. Your team needs an agreed way to recognize that context and handle the next step.

01

Start with the channels you need

Web forms, email and WhatsApp Business are the approved channel areas. We review supported connections, provider access and the work needed for your setup.

02

Keep the person and property in view

Define what the team needs beside an inquiry: the contact, the listing and the relevant conversation. Confirm how that context can be connected in your agreed implementation.

03

Agree the team handoff

Decide who reviews a new inquiry and what the next person needs to know. Assignment, follow-up and collaboration requirements are reviewed explicitly rather than implied by the word shared.

Bring a real inquiry from each channel.

We use your examples to review connections and responsibilities. Paid messaging services, provider permissions and any custom routing are confirmed separately in your scope.

Two questions to start with

  • Which channels does your team handle today?
  • What should be carried into the next handoff?

Explore the existing integration content, then tell us which email or WhatsApp Business connection you need.

Review messaging connections

Explore the next part of the process.

Plan a connected inquiry workflow.

Tell us what your business needs. We’ll review the supported setup and next steps with you.