Your workspace brings together a business’s inboxes, contacts, campaigns, integrations, and team. Start every task by checking the workspace name at the top of the screen.
Switch to the right workspace
- Open the workspace selector beside the current workspace name.
- Choose the business you want to work on, or open All workspaces to see your available spaces.
- Check the name again before connecting a store or sending a campaign.
Access can differ between workspaces. An integration connected in one space will not automatically appear in another.
- 1Create a channel with New Inbox.
- 2Open the inbox you want to work in.
Choose the right tool
- Inboxes: receive messages and reply to customers.
- CRM: organize contact details, filters, and saved segments.
- Campaigns: send a prepared message to a selected audience.
- Chatbots: build a step-by-step conversation flow.
- AI agents: configure an assistant that answers using instructions and knowledge.
- Automations: run a workflow when its trigger occurs.
- Integrations: connect a store or an external service.
- Agents and Teams: manage the people who work with you.
Find a missing feature
First check the workspace, then clear any search or status filters. If the menu or action is still missing, ask your workspace owner to review your role and inbox access. Creating another account will not restore a missing permission.
For your next step, connect WhatsApp or invite your team.