1. Introduction to Shared Inbox
What the Shared Inbox is, and how its three panels work together.
2. Filter Conversations by Channel & Account
Narrow the inbox down to your chats, one WhatsApp number, or a status.
3. Organize Conversations with Labels, Views & Search
Tag, sort, and find conversations fast.
4. AI Translation & Message Rewrite
AI assistance in the message composer.
5. Team Collaboration & Agent Assignment
Assign conversations to teammates and leave internal notes.
6. Messaging Tools: Canned Responses, Templates & Attachments
Reply faster with saved responses, templates, and files.
7. Follow-up Reminders & Message Sequences
Set a reminder, or assign an automated follow-up sequence.
8. Managing Customer Data with Custom Fields
Keep customer context — orders, engagement, journey — right in the conversation.
Install ChatSyncs as a mobile app
ChatSyncs can be installed as a Progressive Web App (PWA) on both Android and iPhone for faster, app-like access to the Shared Inbox — no separate app store download needed.Install on Android
Chrome → Add to Home screen, in 5 steps.
Install on iOS
Safari-only → Add to Home Screen, in 5 steps.
Frequently asked
How do I see only the conversations assigned to me?
How do I see only the conversations assigned to me?
Select the Mine filter at the top of the Shared Inbox — see Filter
Conversations.
How do I hand a conversation to a teammate?
How do I hand a conversation to a teammate?
Change its Assigned Agent in the Chat Actions panel — see Team
Collaboration.
Can I install ChatSyncs on my iPhone the same way?
Can I install ChatSyncs on my iPhone the same way?
Yes, but only through Safari — see Install ChatSyncs on iOS
for the full step-by-step.
Learn From a Use Case
- Availability-Based Conversation Assignment — view the assigned conversation and confirm the Assigned Agent after Round Robin picks one.

