Key Capabilities
Multi-Channel Unification
Connect WhatsApp, Live Chat, and Phone in a single login. Switch channels without switching tools.
Team Assignment & Collaboration
Route incoming conversations to the right team member instantly. Everyone sees what’s assigned to them, and nothing sits unread in a shared queue.
Labels & Conversation Organization
Tag conversations with labels like “Sales”, “Support”, or “VIP” to categorize and prioritize at a glance. Filter your inbox to show only what you need.
Internal Notes
Leave context for your teammates directly inside a conversation thread. Internal notes are never visible to customers - only to your team.
Contact Management
Store names, contact details, birthdays, and custom fields against every contact. Your customer data lives alongside your conversations.
Open / Done States
Mark conversations as Done once resolved to keep your inbox clean. Reopen them any time a customer replies or a follow-up is needed.
Multiple channels in one place
Manage different channels under one tenant. Each location gets its own inbox while you keep a bird’s-eye view across all of them.
Custom Conversation Views
Build saved views filtered by channel, label, assignee, or status. Spend zero time searching - your most important conversations are always one click away.
How to Set Up and Use the Universal Inbox
1
Connect your messaging channels
Go to Settings → Channels and add each channel you want to use — WhatsApp, Live Chat, and Phone and more. Unecast walks you through the verification steps for each one.
2
Assign conversations to team members
Open any conversation and use the Assignment panel on the right to assign it to the right person or team. Assignees receive a notification and can see all their open conversations in their personal view.
3
Add labels to stay organized
Select a conversation and choose Add Label to apply a tag such as “Sales”, “Support”, “Urgent”, or any custom label you create. Use labels in filters to quickly surface the conversations that matter right now.
4
Leave internal notes for your team
Switch to the Note tab inside a conversation to write an internal message. Notes are highlighted differently from customer messages so your team always knows what’s context and what’s a reply.
5
Mark conversations as Done
Once you’ve resolved a conversation, click Mark as Done. The conversation moves out of your active inbox, and your metrics stay accurate. If the customer messages again, it automatically reopens.
AI-Powered Reply Suggestions
The Universal Inbox integrates with AI Copilot so your team can generate on-brand reply suggestions with a single click. The AI drafts a response based on the conversation context and your knowledge base - your agent reviews it, edits if needed, and sends. This cuts average handle time significantly without sacrificing the personal touch your customers expect.AI Agent
Automate entire conversations end-to-end with an AI agent that handles support and sales 24/7.
Automations
Build no-code workflows that route, label, and respond to conversations automatically.
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