Contacts & follow-ups
Use tags, lead stages and internal notes to organise enquiries and keep track of what comes next.
Your team’s WhatsApp workspace
Every conversation.
A little more
personal.
Answer everyday questions with AI. Bring in your team when it matters. Keep the whole conversation in one place.
For the people behind your customer conversations.
Team inboxExample workspace
AS
Ananya SharmaProduct enquiry
OpenReply as your team…
Product illustration · Fictional example
One conversation.
Everyone on the same page.
What you can do
A good reply is
only the beginning.
From answering the first question to organising the next step, give your team the context to keep things moving.
01 / Answer with contextYour knowledge.
Your knowledge.
Ready for the next question.
Keep product details, service information and common answers together. Use that knowledge to guide your AI assistant’s replies.
- Add documents and business information
- Set instructions for how your assistant responds
- Review answers before enabling automation
Business knowledgeExample
Products & services
What you offer, in your own words
Frequently asked questions
Useful answers to everyday questions
Your business information
Opening hours, locations and contact details
Good answers start with information you can trust.
02 / Keep people involvedOne team.
One team.
One conversation history.
Read messages in a shared inbox, assign the right teammate and pause AI replies for a personal response. Nobody has to start from scratch.
See the handoff flow“I’ll take it from here.”
Message history, contact details and internal notes stay close at hand when a teammate steps in.
Shared inbox · Team assignment · Internal notes03 / Make the next step clear
Keep the work around the conversation together.
Appointments
Manage bookings and appointment details alongside the conversations that started them.
Campaigns & templates
Prepare customer outreach with message templates, recipient selection and campaign reporting.
Getting started
Start with your business.
Build from there.
- 01
Connect your account
Choose the WhatsApp account your team will use and follow the connection steps in your workspace.
- 02
Make it your own
Add business knowledge, set your assistant’s instructions and decide when your team should take over.
- 03
Check, then go live
Review replies and team access. Test the experience before enabling it for your customers.
How do I connect my WhatsApp account?
Create an account, open WA Connect in your workspace and follow the instructions for your connection method. The steps depend on your WhatsApp account and provider setup.
Can a person take over a conversation?
Yes. Team members with the relevant permissions can pause AI replies and handle the conversation. Customer context, notes and ownership remain available in the inbox.
What should I add to the knowledge base?
Start with current product details, service information and answers to common customer questions. Review this information regularly so your assistant has the right business context.
Is everything free?
Availability and usage limits depend on your account and connected services. Contact our team to confirm the features and costs that apply to your setup before you go live.
Can I manage who has access?
Workspace roles control access to tools and actions. Review your team's permissions when setting up the inbox, campaigns and account settings.
Make room for better conversations
Your next enquiry
deserves a good reply.
Bring your knowledge, conversations and team together.