When multiple people answer customer messages, you need a shared inbox with ownership rules, live presence, and automation. OnSync centralizes every WhatsApp, Instagram, Facebook, SMS, and email thread, enforces SLA timers, and gives teams AI copilots plus CRM context so handoffs stay clean and nobody double-sends replies.
Step-by-step playbook for coordinating CX, sales, and success teams inside a shared inbox so customers always receive timely, consistent responses.
If any of these situations look familiar, the team has already outgrown one-to-one inboxes or ad-hoc messaging apps.
These four moves turn a chaotic message stream into a predictable operation. Launch them in this order, adding automation once visibility and ownership are clear.
Bring WhatsApp, Instagram, Facebook, SMS, email, and site chat into one inbox. Require agents to “claim” a thread before answering so the rest of the team sees the owner, last activity, and SLA timers.
Use internal notes, @mentions, and templated escalation reasons. OnSync attaches the note to the customer timeline, so anyone joining mid-thread knows what happened.
Smart Triggers assign conversations based on intent, language, or VIP tags. Workflows reopen stalled conversations, launch CSAT surveys, or create CRM tasks without manual effort.
AI copilots summarize the thread, highlight risk, translate in real time, and draft replies that match your brand voice. Supervisors approve or tweak before sending for sensitive queues.
Tools alone are not enough—you need lightweight guardrails that run in the background and keep the inbox trustworthy.
Presence indicators and typing alerts prevent duplicate replies.
Channel-specific timers and notifications so nothing ages unnoticed.
Segment inboxes for sales, support, partners, or agencies with RBAC and audit logs.
Internal notes stay inside the thread and never leak to customers.
after rolling out shared inbox rules
by eliminating duplicate replies and manual routing
captured when leads move between marketing and sales queues
Transform your business communication with OnSync's powerful WhatsApp automation platform.