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Basics

Three-panel layout:
  • Left - Conversation list
  • Center - Message thread
  • Right - Details panel (contact info, metadata, history)
Search and filter: Search by phone number. Filter by status, WhatsApp number, or assignee. Actions: Send and receive text, images, videos, and documents. Close/reopen conversations. Assign to team members.

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When you can send messages

You can’t send messages when:
  • Conversation is closed
  • A workflow is running (use “Handoff” to take over)

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Conversation modes

ModeIndicatorWhat it means
NormalNo bannerSend freely
Workflow runningWorkflow tab activeInput disabled, click “Handoff” to intervene
HandoffYellow bannerHuman has taken over
FailedRed bannerAutomation stopped due to error

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Handoff

Click “Handoff” when a workflow is running to take control. The workflow pauses immediately and you can reply without the automation interfering. Handoff also activates when a workflow triggers it via HandoffNode.

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Notifications

Toggle browser notifications with the bell icon in the conversation list. You’ll get notified for new inbound messages when the tab isn’t focused or you’re viewing a different conversation.

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Delivery errors

Failed messages show a red warning icon with the error from WhatsApp. Common causes:
  • 24-hour window expired
  • Template not approved
  • Invalid phone number

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Conversation history

The Info tab shows previous conversations with the same phone number: date range, message count, and a link to view the full thread.

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Metadata

Conversation metadata (set via API or workflows) appears in the Info tab. Read-only in the inbox.

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Assignments

Assign conversations to team members.