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Unified Chatbox

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Overview​

The Unified Chatbox brings messages from different channels into one place.

Instead of switching between multiple apps, your team can manage conversations together from a single screen.

At the moment, LeadX supports WhatsApp and Instagram here, and more channels such as email and SMS can be added over time.

How To Open Unified Chatbox​

Go to Sidebar > Unified Chatbox.

What You Can Do On This Page​

  • View conversations from multiple channels in one place
  • Search for conversations
  • Open a chat and continue the conversation
  • Start a new conversation when supported

Main Parts Of The Page​

Conversation List​

The left side shows your conversation list, so you can quickly move between chats.

Chat Window​

The main area shows the selected conversation, where you can read messages and reply.

New Conversation​

You can start a new conversation by choosing a contact and the channel or account you want to use.

Helpful Notes​

  • Unified Chatbox helps teams manage customer communication from one place
  • It is especially useful when you handle messages from more than one channel
  • Connected apps such as WhatsApp and Instagram are required for those channels to appear here