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Documentation Index

Fetch the complete documentation index at: https://docs.vobiz.ai/llms.txt

Use this file to discover all available pages before exploring further.

← Back to Messaging

Inbox Interface

The inbox is divided into four main sections:

1. Channel Selector (Top)

Switch between different WhatsApp channels if you have multiple numbers connected.

2. Conversation List (Left Sidebar)

All conversations are listed chronologically with:
  • Customer name or phone number
  • Last message preview
  • Timestamp of last activity
  • Unread message badge
  • 24-hour window indicator

3. Message Thread (Center)

The selected conversation displays:
  • Complete message history
  • Sent/delivered/read status
  • Media previews
  • Message timestamps
  • Message composer at bottom

4. Contact Info (Right Sidebar)

Contact details panel showing:
  • Contact name and phone number
  • Tags and labels
  • Custom attributes
  • Conversation notes
  • Activity timeline

Sending Messages

Text Messages

  1. Select a conversation from the list or click New Message.
  2. Type your message in the composer at the bottom.
  3. Press Enter or click the Send button.
Tip: Use Shift+Enter to add a line break without sending the message.

Media Messages

  1. Click the attachment icon in the message composer.
  2. Select file type: Image, Video, Document, or Audio.
  3. Choose file from your device (or drag & drop).
  4. Add optional caption.
  5. Click Send.
File Limits: Images (5MB), Videos/Audio (16MB), Documents (100MB).

Template Messages

Send pre-approved templates when outside the 24-hour window:
  1. Click the template icon in the composer.
  2. Select a template from your library.
  3. Fill in variable placeholders if required.
  4. Preview the message.
  5. Click Send.

Canned Responses

Insert saved responses for common questions:
  1. Type / in the message composer.
  2. Browse or search your canned responses.
  3. Click to insert (or use arrow keys + Enter).
  4. Edit if needed and send.
Quick tip: Create shortcuts like /hours for business hours, /track for order tracking info, etc.

Receiving Messages

Real-time Updates

Incoming messages appear instantly in your inbox via WebSocket connection:
  • New messages appear with unread badge
  • Browser notification (if enabled)
  • Desktop notification sound
  • Conversation moves to top of list

Message Status Indicators

  • Queued - Message is waiting to be sent.
  • Sent - Delivered to WhatsApp servers.
  • Delivered - Received on customer’s device.
  • Read - Customer opened the message.
  • Failed - Message delivery failed.

24-Hour Window Indicator

A timer icon shows how much time remains in the 24-hour response window. When it expires, a “Template Required” indicator appears.

Conversation Management

Search & Filter

  • Search - Find conversations by contact name, phone number, or message content.
  • Filter by status - All, Unread, Active (24h window), Expired.
  • Filter by channel - View conversations from specific WhatsApp numbers.
  • Filter by tags - Show conversations with specific labels.

Conversation Actions

Available actions:
  • Mark as read/unread
  • Add/remove tags
  • Add conversation notes
  • Assign to team member
  • Archive conversation
  • Delete conversation

Contact Management

From the conversation view, you can:
  • View and edit contact details
  • Add custom attributes (e.g., customer ID, order number)
  • Assign tags for organization
  • View conversation history
  • Add internal notes (not visible to customer)

Bulk Actions

Select multiple conversations to:
  • Mark all as read
  • Apply tags to multiple conversations
  • Archive multiple conversations
  • Export conversation data

Keyboard Shortcuts

Speed up your workflow with these keyboard shortcuts:
ActionShortcut
Send messageEnter
New lineShift + Enter
Search conversationsCmd/Ctrl + K
Next conversation↓ or J
Previous conversation↑ or K
Mark as readE
Archive conversationA
Insert canned response/ then type
Attach fileCmd/Ctrl + U
Focus message inputC