Inbox basics

1. Open “Inbox” to see conversations and filter by status, team or agent.
2. Select a conversation to reply, and assign it to an agent or team.
3. Use the “Internal note” tab to comment without the customer seeing it.
4. Use canned replies and templates; outside WhatsApp’s 24-hour window an approved template is required.
5. Close the conversation with a reason when finished.

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