CRM
Social channels and the AI inbox agent
Connect supported channels and supervise automated customer replies.
3 min read
Connect supported channels and supervise automated customer replies.
Step by step
- 1Configure the available workspace channel connections and required provider setup before expecting inbound messages or automated delivery.
- 2Open CRM Inbox and review messages with the workspace and permissions relevant to your role.
- 3Review the available AI agent controls before enabling automated replies. Keep instructions and customer-facing content appropriate for your business.
- 4Review queued and sent replies in the available inbox/outbox views and use a manual reply when staff intervention is needed.
- 5Check failed or pending delivery results rather than treating a queued message as delivered.
Approved WhatsApp wording can require provider-approved templates. AI history and replies must follow the current user's access; connecting a channel does not give every user access to every conversation.