Shared Inbox

Shared Inbox Software
For Customer-Facing Teams

Manage supported WhatsApp Business and website chat conversations in one team inbox with assignments, internal notes, customer context, AI assistance, and human handoff.

Illustrative workspace Β· Zappilo Shared Inbox
Live
Search...
Ahmed A.2m
Interested in 3BHK Downtown
Hot Lead3
Sarah M.8m
Bali package for next month?
Qualifying1
Dr. Carlos15m
Reschedule Tuesday please
Returning
Priya S.32m
Shoe order status update
Support
James L.1h
Office space quote needed
New Lead
A
Ahmed Al-Rashidi
via WhatsApp Β· Assigned to Sarah J.
Hi! I saw your listing for the 3BHK apartment. Is it still available? 🏑
Hello! Yes it's available from July 1 β€” 1,450 sqft, city views, fully furnished. What's your budget range? 😊
Around $2,400–2,500 per month
S
πŸ“ Sarah: Budget confirmed. Prefers furnished. Schedule viewing Thursday 3PM.
Perfect match! I've booked you a viewing for Thursday 3PM βœ… Ref: RE-2847
AI Suggestion

β€œSend the property brochure and virtual tour link to maintain engagement before Thursday.”

Reply or leave a note...
The Problem

Customer Conversations Are Scattered Everywhere

When communication lives across personal phones, shared numbers, and disconnected apps, ownership and customer context become difficult to maintain.

Personal Phones
Leads stored in individual devices, invisible to the team
Shared Numbers
Multiple agents on one number β€” no idea who replied what
Lost Chats
Conversations archived or deleted before anyone follows up
Missed Enquiries
High-value leads going unanswered for hours or days
No Accountability
Nobody knows who owns which conversation
Zero Visibility
Managers have no idea what's happening in customer conversations

One Inbox. One Team.

One Customer View.

Supported conversations, ownership, internal notes, and customer context stay available to authorized team members in one workspace.

Centralized Communication

Bring Supported Conversations Into One Place

Connect WhatsApp Business and website chat to a collaborative inbox with shared ownership and customer context.

WhatsApp Business
Website Chat
Zappilo Shared Inbox
Supported conversations for authorized teams.
Channels connected
Shared visibilityAgent assignmentInternal notesContact detailsAI handoff
Team Collaboration

Built For Coordinated Customer Teams

A WhatsApp shared inbox and website team inbox with visible ownership, private notes, routing, and handoff.

Conversation Ownership

Assign a supported conversation to a team member so ownership is visible from the customer record.

Assigned agent: Sarah J.

Routing Rules

Configure routing by source or intent with round-robin, least-active, and working-hours options.

Round robin Β· Working hours enabled

Internal Notes

Add private notes to preserve team context without sending them to the customer.

Internal note: Confirm availability

Human Handover

Move an AI-assisted conversation to a human team member while retaining the existing conversation history.

Handover requested Β· Team notified

Team Visibility

Authorized users can review relevant inbox conversations and see their assignment state.

Assigned Β· Unassigned Β· Awaiting reply

Conversation Context

Keep messages, notes, assignments, and linked customer information available from the inbox workflow.

History and contact details linked
Customer Intelligence

Know Every Customer
Before You Reply

Connect supported conversation history with contact details, custom fields, opportunities, appointments, campaign activity, notes, and files.

Contact Details
Groups, custom fields, and assigned agent context
Appointments
Linked meeting information where calendar access is enabled
Opportunity Context
Stages, ownership, notes, files, and activity records
Supported Conversation History
WhatsApp Business and website chat context
Explore CRM Context
Illustrative workspace
A
Ahmed Al-Rashidi
+971 50 234 5678
Real EstateHot Lead
Assigned
STATUS
Context linked
Linked
Conversation
Active
Opportunity
Booked
Appointment
Source: WhatsApp Ad β€” Downtown 3BHK
Referred by: Meta lead ad campaign
Customer since: April 12, 2025
Tags: Buyer, Furnished, City-center
AI-Powered Inbox

Configured AI Working With Your Team

Use approved knowledge, qualification, routing, handover, opportunity context, and scheduling within supported customer conversations.

Approved FAQ Replies

Configured AI can answer relevant questions using approved FAQ knowledge and organization instructions.

Example: Answer an availability question from approved business knowledge.

Qualification Questions

Collect business-defined details with configurable questions, optional fields, and re-ask behavior.

Example: Collect budget, timeline, and customer requirements.

Conversation Summary

Opportunity intelligence can summarize a conversation and extract useful customer requirements for the team.

Example: Summarize requirements and preserve them with the opportunity.

Rule-Based Routing

Apply configured source, intent, team, working-hours, round-robin, or least-active routing rules.

Example: Route a qualified enquiry to the selected sales team.

Human Handover

Move a conversation to a team member when the customer asks, confidence is low, or another configured condition applies.

Example: Hand over the current conversation with its existing context.

Calendar Booking

Support appointment scheduling inside an AI-assisted conversation when a compatible calendar is enabled.

Example: Offer an available time and confirm the appointment.
Industry Use Cases

Shared Inbox Workflows With Industry Context

Illustrative real estate and ecommerce conversations using Zappilo's dedicated industry capabilities.

Zappilo AI
Illustrative Shared Inbox Β· Real Estate
Hi, is the three-bedroom property still available?
Yes. Would you like details about the location, price, or viewing times?
I would like to arrange a viewing.
An available viewing time can be checked with the assigned team.
T
πŸ“ Internal note: Sarah: Customer requested a viewing. Confirm property and calendar availability.
Connected Workflow
Viewing requested
Conversation, contact, property, and opportunity context can remain linked.
Property context available to the team
Qualification details captured
Viewing workflow supported
Human agent handoff available
Inbox Analytics

Measure Every Conversation

Real-time analytics across every conversation, every team member, and every outcome β€” so you always know what's working.

↓ 64%
2.1m
Avg Response Time
↑ 38%
12.4K
Monthly Conversations
100%
847
Assigned This Month
↑ 12%
94%
Lead Conversion
↑ 24%
31
Avg Deals / Agent
↑ 0.4
4.9
Customer Satisfaction

Conversation Volume

June 2025 Β· Daily breakdown
Incoming
Resolved
Jun 1Jun 5Jun 10Jun 15Jun 20Jun 25Jun 30
Why Teams Choose Zappilo

Move From Individual Devices To Shared Ownership

A team inbox provides a structured workspace for supported conversations, customer context, internal collaboration, and assignment.

Communication location
Traditional
Scattered across personal devices
Zappilo Shared Inbox
Centralized in one team inbox
Conversation ownership
Traditional
Nobody knows who's responsible
Zappilo Shared Inbox
Clear ownership on every thread
Customer context
Traditional
Details stored separately
Zappilo Shared Inbox
Supported history and contact details linked
Follow-up process
Traditional
Separate reminders and notes
Zappilo Shared Inbox
Scheduled campaigns and configured flows
Team visibility
Traditional
Ownership is difficult to review
Zappilo Shared Inbox
Assignment state visible to authorized users
AI assistance
Traditional
Team handles every step manually
Zappilo Shared Inbox
Approved replies, qualification, and handover
Operational Benefits

What A Shared Inbox Changes

Give customer-facing teams a structured way to manage supported conversations, ownership, context, handoff, and reporting.

Assigned

Clear Ownership

Show which team member is responsible for a supported conversation.

Shared

Team Context

Keep relevant conversation history and internal notes available to authorized users.

Connected

Customer Records

Link inbox activity with contacts, opportunities, appointments, files, and activities.

Private

Internal Collaboration

Add internal notes without placing team-only context in the customer conversation.

Configurable

AI-To-Human Handoff

Define when AI-assisted conversations should move to a human team member.

Visible

Operational Reporting

Review supported conversation, assignment, workload, and website chat activity.

Shared Inbox FAQ

Shared Inbox Questions

Clear answers about supported channels, team collaboration, customer context, routing, and AI handoff.

What is the Zappilo shared inbox?

Zappilo shared inbox software gives authorized team members one workspace for supported WhatsApp Business and website chat conversations, assignments, internal notes, and connected customer context.

Can Zappilo be used as a WhatsApp shared inbox?

Yes. Businesses can connect a supported WhatsApp Business Cloud account so authorized team members can manage customer conversations together. Availability depends on account configuration and plan.

Can conversations be assigned or routed to team members?

Yes. Teams can assign conversations manually and configure routing by source or intent. Supported routing strategies include round robin, least-active agent, and working-hours rules.

What customer context is available in the team inbox?

Team members can access supported conversation history and linked customer information such as contact details, groups, custom fields, assigned agent, opportunities, meetings, notes, files, and activities.

How can team members collaborate inside the shared inbox?

Team members can use assignments and internal notes to preserve context, and conversations can move from AI assistance to a human team member without removing the existing conversation history.

How does AI work with the Zappilo shared inbox?

Configured Zappilo AI can answer from approved FAQ knowledge, collect qualification details, route or hand over conversations, and support appointment booking when a compatible calendar is enabled.

Shared inbox software

Bring Your Team Into
One Shared Inbox

Manage supported WhatsApp Business and website conversations with shared ownership, internal notes, connected customer context, and configurable AI handoff.

WhatsApp
Business conversations
Website
Chat conversations
Team
Assignment and notes
AI
Handoff and qualification