An accountable owner
Assign the conversation to the person responsible for the next reply. Use workspace membership and roles to control who can handle operational and administrative work.Review teammate access and responsibilities
A shared WhatsApp inbox lets authorized teammates work from a connected business number using their own logins. Qonvera brings assignments, internal notes, customer context, and next actions together so the team can see who is handling each enquiry.
As message volume grows, teams need more than a connected device. Qonvera organizes incoming conversations, makes ownership visible, and keeps internal collaboration separate from customer replies.
Use Unassigned to find enquiries waiting for an owner, Mine to focus on your conversations, and All within your permitted scope to coordinate handovers. Before replying, check the recent messages and notes. Assignment clarifies responsibility; it is not a guarantee that two people can never reply at the same time.
Assign the conversation to the person responsible for the next reply. Use workspace membership and roles to control who can handle operational and administrative work.Review teammate access and responsibilities
Add a private note with the requirements, commitments, and reason for reassignment. Sales Assistant summaries can help the next teammate catch up, but should be checked against the conversation.Use Sales Assistant to review conversation context
Keep the promised quote, callback, or decision check attached to an owner and the relevant customer context. Review today and overdue work separately from the chat list.Manage WhatsApp follow-ups and template eligibility
Let an authorized teammate confirm the contact, service, and opportunity. Preserve the pipeline stage and next action so closing a conversation does not hide an unfinished sale.Connect shared-inbox enquiries to a sales pipeline
Illustrative example: a customer asks for a service quote, and the first teammate finishes their shift before the customer decides. The names and sequence below describe sample work, not a customer testimonial or an automatic assignment promise.
Sara finds the incoming WhatsApp conversation in Unassigned, takes responsibility, and asks which service the customer needs. The rest of the team can see the assignment within its access scope.
A teammate with CRM editing permissions confirms the contact and service, then creates or updates the opportunity with its owner and stage. The quote remains connected to the conversation.
Sara records the requested service, what was quoted, and the promised next contact. The note is for the team; it is not a customer-facing WhatsApp reply.
Omar takes over the conversation and reviews the history. Confirm the opportunity owner and follow-up owner separately rather than assuming conversation reassignment changed every responsibility.
The responsible teammate checks the due queue and WhatsApp reply eligibility, sends the appropriate reply or approved template, and records the result. Update the sales outcome only when the customer's decision is known.
Use Qonvera wherever sales and service depend on timely, contextual conversations across WhatsApp, Instagram, Facebook Messenger, and Telegram.
An Owner or Admin connects the supported WhatsApp Business Platform number. Review existing-provider, migration, and Business App requirements before moving the team; a shared inbox is not a personal-account QR session.
Invite individual Qonvera users with the correct workspace access. Agents can handle inbox and follow-up work, while editing core contact or opportunity records requires the appropriate role.
Outside WhatsApp's customer-service window, eligible re-engagement requires an approved template and applicable customer permission. Check user, workspace, and channel allowances; Meta messaging charges are separate.
It is a team workspace for conversations arriving through a connected WhatsApp business number. Teammates use individual logins, visible assignments, and shared context to coordinate replies and handovers rather than relying on a single person's phone.
Yes. A shared inbox allows authorized agents to manage conversations from the same business number while preserving clear ownership and history.
Yes. Teams can preserve internal context for handovers and collaboration without sending those notes to the customer.
Assignments make responsibility explicit, reducing duplicated replies and conversations that wait because nobody knows who owns them.
Teammates sign in with their own Qonvera account and workspace access. An Owner or Admin manages the business-number connection. Inbox access and administrative permissions follow the user's role.Compare team roles and responsibilities
The responsible teammate can reply and schedule the next action. Authorized team members can use the customer context to create or update an opportunity, keeping the handover, follow-up, and deal connected.Explore conversation-to-deal management
User, workspace, and connected-channel allowances depend on your subscription. Compare the current plan limits and confirm your business-number setup before inviting the whole team.Check included users and connected channels
The distinction is the operating workflow: Qonvera connects individual team access, assigned conversations, internal notes, follow-ups, and opportunities. Its documented connection uses the WhatsApp Business Platform Cloud API. Confirm number migration and any Business App coexistence requirements rather than assuming the two setups are interchangeable.Check WhatsApp connection options and setup limits
Treat conversation, opportunity, and follow-up ownership as separate checks during a handover. Verify each record's responsible person and due time; do not assume reassigning the chat changed every linked record.
Qonvera also supports those messaging channels in its omnichannel team inbox. Each conversation keeps its channel context; contact matching and reply eligibility are not automatically the same across channels.Explore the omnichannel team inbox
Get a focused walkthrough built around your customer messaging workflow.