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Unified Chat

Use the omnichannel inbox to manage WhatsApp, Messenger, Instagram, and internal conversations

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Unified Chat

Unified Chat is the primary inbox for handling customer conversations across connected channels in one workspace.

Open Unified Chat from the sidebar (Inbox / Unified Chat). Make sure the required channels are connected for your workspace.

Unified Chat inbox

/docs/en/workspace/inbox/unified-chat-overview.png

Unified Chat inbox

What you can do

  • View conversations from WhatsApp, Messenger, Instagram, and internal chat
  • Filter and search the conversation list
  • Open a thread and reply with text, media, or structured message tools
  • Assign conversations to teammates
  • Use tags and conversation context panels when available in your plan

Open the inbox

  1. Sign in to your workspace subdomain
  2. From the main sidebar, open Unified Chat (or Inbox)
  3. Select a conversation from the list
  4. Use the composer at the bottom to reply

Work a conversation

  1. Read the latest customer messages in the thread
  2. Optionally assign the conversation to yourself or a teammate
  3. Compose a reply (text, attachment, template, or quick message where enabled)
  4. Send and confirm delivery status indicators in the thread

Some channels enforce messaging windows (for example WhatsApp customer care windows). If send is blocked, follow the on-screen guidance or use an approved template.

Unified Chat composer

/docs/en/workspace/inbox/unified-chat-composer.png

Unified Chat composer

Tips

  • Keep channel accounts healthy (connected and authorized) so new messages appear in the inbox
  • Use assignment so ownership is clear across the team
  • Pair Unified Chat with templates and message builder for faster replies

Next steps

  • Classic Chat (legacy)
  • Bot Builder workflows