Team Inbox Admin

Staff Home (Inbox · Leads · Pipeline · Tasks) is on /app — or use Overview here for CRM/Zoho. Open Home /app

Open

0 conversations

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Select Conversation

Select any conversation to view all the messages.

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j/k · e resolve · n note

Sending via WhatsApp Cloud Start a line with - followed by a space for bullet points.

Contact

Contact details appear when you open a chat.

Operations overview

CRM, leads, calls, WhatsApp, and Zoho Books — one place to jump into every module.

Open chats

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Inbox conversations

CRM contacts

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Customer records

Active deals

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Open pipeline

Inbound leads

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Portal / ads

Call logs

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Recent calls

Deals won

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Closed won

All modules Tap to open

Zoho Books —

Loading Zoho status…

Sales funnel CRM stages

Recent leads Inbound

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WhatsApp calls Recent

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Device call logs Android

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Revenue trend Last 6 months

Activity breakdown —

Win rate & revenue

Win rate

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Total revenue

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Revenue target —

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WonGoal

Team performance Deals won

Deals board

Drag cards between stages · same pipeline as CRM / Sales Agent

Users, Teams & Roles

Manage staff accounts, team membership, and role permissions.

Seats — Assign or release per user via ⋯

Name	Email / Username	Role	Status

Team	Members	Description

Role access

Pick a role, then turn on the settings that staff in that role should get — Inbox, Staff WhatsApp, calls, CRM, and so on. Superadmin always has full access.

Role	Assigned settings

Per-staff access

Pick a staff member, then choose role defaults or a custom permission set. Custom access replaces the role's grants for that person only — it never changes the role itself.

Pick a staff member to manage their access.

Customer	Phone	Assigned To	Unread	Action

📋 Service Contracts (AMC / Warranty)

Tip: Accounting → Zoho → Fetch Invoices → Warranty/AMC opens contracts from Zoho invoice dates (default 1 year).

Customer	Product	Type	End Date	Status	Actions

🔔 Expiry Alerts (30 days)

Customer	Product	Expires	Amount	Action

🛠 Service Tickets

Customer	Issue	Priority	Status	Charges

🧾 Invoices

Invoice #	Customer	Total	Paid	Due

Captured leads

Inquiries from ads, forms, webhooks, and WhatsApp interested replies. Assign owners, work the Kanban board, convert with Contact + Deal, and save filter views.

Recent leads

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🆓 Free lead integrations

Webhooks store inquiries first. They become leads when you qualify them in CRM, or when WhatsApp shows interest. Paste the Green Popup URL below into the popup plugin — every form POST is saved (Google Ads is detected from gclid on the page URL).

Enable inbound lead webhooks Trigger Sales Agent funnel Require phone number Auto-promote webhooks to leads (legacy)

First-response SLA (hours)

Overdue / Due soon badges on Leads. 0 = off.

Webhook secret (send as X-Lead-Secret header or ?secret=)

Website popup — public API

Generate an API key for browser forms. Copy the key once when created.

Green Popup — every website form POST

Point the popup webhook at this URL. Do not create a separate Google Ads integration — ads traffic is the same JSON, with utm_* / gclid on URL. n8n is optional: only use it if the popup can send to one URL and that URL already goes to Google Sheets.

Webhook URL (paste into Green Popup)

Example POST body:

{
  "URL": "https://masterv3.com/product/master-v4-plus-2025/?utm_source=google&utm_medium=youtube&gclid=…",
  "Time": "11:27",
  "Name": "Shankar bhardwaj",
  "Mobile": "079742 09242",
  "Ip_Address": "2402:8100:26e2:978f:2af4:ea28:b149:e04f",
  "Email": "shankar13990@gmail.com",
  "Date": "2026-09-03"
}

Tip

After saving webhooks, open Leads to review inquiries. Capture links/QR live under Settings → Lead Capture Tools.

Lead Capture Tools

Generate WhatsApp links, QR codes, Click-to-WhatsApp ads, and chat widgets. Captured conversations and interested replies appear under Leads.

Pre-filled message

Link name

Campaign ID (CTWA)

Name	Type	Link

Teams live under

All Broadcasts

Create, monitor, and manage campaigns — recipients, delivery, and read rates in one place.

Recipients0

Sent0

Delivered0

Clicks0 N/A

Failed0

Broadcast name	Created at	Created by	Read	Failed	Status

Select Template

Loaded from Meta-approved templates

Approved templates can be used a few minutes after Meta approval.

Select Audience

Upload contacts from Excel / CSV

Broadcast messages to contacts in your sheet. Phone column is auto-detected.

No sheet uploaded yet

	List name	Filters	Total contacts	Source

Advanced: pick CRM contacts or paste phones

Select CRM contacts

Skip buyers excludes tags like converted, bought*, purchased*, product:*.

0 selected from CRM

Broadcast lists

Saved audiences from CRM picks or sheet uploads.

No list selected

Or paste phone numbers (optional) Prefer selected saved list as campaign recipients

Lists stay as you saved them. Click a row’s count to confirm recipients. CRM picks and sheet uploads can be combined.

No audience selected

Schedule Broadcast

Broadcast details

Broadcast name Send broadcast

Retry / pacing

Enable Retry

Retry type

Delay pacing Smart retry Not available

Delay between sends (ms) Retry until (optional)

Delay pacing is live. Failed recipients can be retried from the campaign detail page. Automatic smart retry is not available.

Target audience

Total contacts 0

Template variables

Pick Auto: to fill each recipient's value from their contact record (the input becomes the fallback when the field is empty), or Fixed value to send the same text to everyone.

Header variables

Header media

Upload file (sent to Meta)

— or —

Public media URL

Required — this template's header is an image/video/document. Meta needs an uploaded media id or a public link.

✨ AI Template Generator

📋 WhatsApp Message Templates

Create, submit, and track Meta template approval. Approved templates can be used in broadcasts and when the 24h session expires.

Name	Status	Category	Language	Body	Actions

➕ Submit New Template to Meta

Header format

Header text (TEXT format)

✨ AI Template Generator

📜 Approval History

Time	Template	Event	Status	Reason

Build your own experiences with WhatsApp Form

WhatsApp Forms enables your business to build and deploy task-focused workflows on WhatsApp — collect details, qualify leads, and hand the completed form into Inbox and CRM.

Create a WhatsApp flow

Design screens and fields, then publish the Flow on your WhatsApp Business Account.

Map it to a message template

Attach the published Flow to a Meta template so it can be sent outside the 24-hour window.

Send as Broadcast

Pick the approved FLOW template in Broadcast and send it to a list, sheet, or CRM segment.

Looks like you don't have any forms in this channel.

Name	Trigger	Response	Actions

Canned replies (multi-step series)

One shortcut (e.g. /masterv4) can send an ordered series of text, images, videos, and documents. Staff pick the shortcut in Inbox — all steps send in order.

Shortcut

CRM capabilities

Everything below is available in this CRM (web + Android app). Portal leads and Sales Agent write into the same contacts/deals.

Contacts from WhatsApp / SMS / calls · LID phone Fix · tags · private notes
Deals pipeline: new → qualified → proposal → won / lost
Follow-up tasks · unified timeline · WhatsApp templates · HubSpot sync
Sales Agent: run funnel, qualify stage, mark converted (+ AI summary)
Free lead portals → CRM: Green Popup (campaign / UTM / gclid on the contact), Google Ads, Meta Ads, IndiaMART, Justdial, WordPress, WhatsApp API, MagicBricks, 99Acres, Housing

👥 CRM Contacts

Create contact

Phone is required (WhatsApp number). Organization, gender, designation, and address match Frappe Contact fields.

Filter by lead status tags (same as your sheet: Interested, Not enquired, Call again…). One-click status on a contact writes that tag so you can build lists here.

CSV columns: phone, displayName, email, company, tags, priority, plus any custom fields.

Name	Phone	Email	Organization	Status	Campaign	Updated	Actions

📋 Deals Pipeline

Title	Customer	Stage	Amount	Actions

✅ Follow-up Tasks

Task	Customer	Due	Status	Actions

Contact —

Profile

Full name Email Phone Organization Gender Designation Address City State

Deals

Title	Value	Status	Updated

Lead status (one click)

Timeline

💬 SMS (Twilio)

Phone	Last Message	Count	Actions

Calling

Calling is currently off. Set up routing here and turn it on when you're ready.

Who should handle incoming calls?

These rules apply only when a call comes in on a new conversation, or an existing conversation currently handled by a bot or AI agent. If the conversation is already assigned to a human agent, the call is routed directly to them — these rules are not applied.

Call Assignment Rules

Assign Call Conversation to

Select Assignee Type *

Select User *

Busy Message

Sent when the assigned agent is busy or does not respond.

WhatsApp Cloud API (Meta)

Advanced Meta Calling API fields. Requires messaging limit 2000+. Subscribe webhooks to the calls field. Keep SIP DISABLED for in-app Android WebRTC answer.

Calling status

Call icon visibility

Callback permission

SIP signaling

SIP hostname

SIP port

Keep SIP DISABLED for in-app answer on Android. Enabling SIP sends signaling to a PBX and turns off Graph/WebRTC answer.

WhatsApp calls (in-app)

Meta Cloud Calling (webhooks / Calling API) plus Staff WhatsApp (Baileys) call events. Answer Cloud calls in the Android Team Inbox app with WebRTC. Cellular/device logs stay in the section below.

No ringing WhatsApp calls

Phone	Direction	Status	Duration	Staff	Notes

Device call logs

Cellular / native dialer history synced from Android (READ_CALL_LOG) or logged when dialing from the Team Inbox caller widget. These are not WhatsApp Cloud calls.

Phone	Direction	Status	Duration	Staff	Notes

🔗 Integrations Hub

Enabled modules from Platform Settings → Features. Turn a feature off to hide it here.

🟠 HubSpot CRM

📱 Twilio SMS

SMS only. WhatsApp voice is in-app WebRTC on Android (Calls tab) — not Twilio.

🔔 Outbound Webhooks (Zapier, Pabbly)

URL	Events	Actions

Zoho Books — connect & sync

All credentials, OAuth scopes, and sync rules are in (superadmin). After saving there, remove ZOHO_* from Dockploy env. This tab is only for OAuth connect and running sync jobs.

Two-way sync

Entity	Last sync	Result

Tally ERP (XML Gateway)

Push contacts to Tally via HTTP XML gateway. Sync can embed a conversation summary into ledger notes.

Gateway URL

Company name

Chat messages per sync

Include chat summary

Sync history

Time	Provider	Action	Status	Summary

WhatsApp Channel

Meta Business / WhatsApp Cloud API hub — profile, assignments, staff map, channel config, and widget. Credentials live in .

WhatsApp channel

MMLite — —

Phone—

Id—

WABA—

Facebook Business

Quality RatingUnknown

FB Business VerificationUnknown

Message Limit—

Channel Settings

Enable read receipts, catalogue and add to cart options for this number.

Business profile

Updates the WhatsApp Business profile on Meta for this channel number.

Images under 192px may look soft. 640×640 recommended.

Choose a file

About

Business email

Description

Address

Vertical

Website URLs

Max 2 · 256 characters each (Meta limit).

Channel settings

Read receipts sync when staff open chats. Catalogue shop/cart is not available in this product yet.

Assignment Rules

New conversations can be assigned using below rules.

Assign New Conversation to Override and reassign to the previous user who handled the conversation

When on, returning chats keep their existing assignee instead of rotating.

Override and assign to the contact owner

Uses CRM ownerId when the contact has one. Contacts without an owner follow the default agent / rotation.

Channel users

Staff who can work this inbox. Per-channel map/unmap is a preference stub — manage roles under Users, Teams & Roles.

Name	Email	Username	Role	Status
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Local Team Inbox block — outbound replies are refused. This is not Meta’s WhatsApp block API.

No blocked numbers

Blocked numbers appear here. Staff cannot send from Team Inbox to these phones until you remove them.

Generate WhatsApp Live Chat Widget

Name of your business/brand *

Availability tag *

Widget Style *

Expanded Compact

Widget Position *

Bottom Left Bottom Right

Margin Bottom

Margin Side

Welcome Text *

Widget avatar

Optional, under 200KB. Embedded in the snippet — not uploaded to Meta.

Question

Option 1

Option 2

Questionnaire options fold into the pre-filled WhatsApp message. Avatar is local to the embed snippet.

Apply blue tick

Official Business Account verification is handled in Meta Business Manager. This product does not submit verification requests.

Channel Logs

Channel activity logs are not stored here yet. Use Analytics and the setup checklist for delivery and webhook health.

Setup checklist

Platform Settings

Superadmin control center — every .env knob, feature module, and integration credential. Saved values override environment. Leave secret fields blank to keep the current value. PORT / DATABASE_URL / DATA_DIR need a server restart.

Per-staff access lives under , role defaults under .

Overview

Conversation Trend

WhatsApp Failed Messages

Message ID	Sender	Message Content	To	ID	Date Time

WhatsApp Notification Messages

Message ID	Message Content	To	ID	Date Time

Conversation Report

	Created At	Name	Phone	ID	Tags	Assigned Team

Reports

Campaign Performance

Campaign	Template	Status	Sent	Delivered	Read	Failed	Pending	Delivery %

Phone quality

Agent Performance

Agent	Assigned	Sent	Received	Avg Response (min)

ROI & Leads

Exported By	Status	Download Link	Progress	Created At	Action

🤖 Hermes Agent

Connect NousResearch Hermes Agent to manage WhatsApp via MCP or forward inbound for AI replies.

💬 ChatGPT Developer Mode

Use ChatGPT Plus/Pro subscription MCP connector — no separate API key in ChatGPT.

⌨️ OpenAI Codex CLI

Add to ~/.codex/config.toml for Codex with ChatGPT subscription.

Staff WhatsApp

Built into this app — no separate Evolution server. Enter a staff name, click Connect, scan the QR with WhatsApp → Linked Devices. Messages land in Team Inbox under the Staff WA folder (they also stay in Open). Per-chat Bad MAC decrypt noise is ignored (not Forms-related and not caused by call-log sync). Use Reset session only when status is needs_repair after WhatsApp reports badSession or another client replaced this linked device. Keep one replica for that number.

Bad MAC on one chat is decrypt noise — the Staff WhatsApp login stays connected (not caused by call-log sync). Use Reset session only for needs_repair (badSession or a replaced linked device). Keep a single server replica for this number.

Name	Instance	Status	Phone	Actions

👥 Unified Customer Data

Resolved phone numbers across Business Cloud API + staff WhatsApp. Unresolved WhatsApp Linked IDs stay hidden until Staff WA maps them to a real mobile.

Phone	Name	Cloud	Staff WA	Inbound	Outbound

📄 Export WhatsApp Chats (.txt)

Download full chat transcripts — every customer message and staff reply across Business Cloud API and staff WhatsApp (Evolution). Use for training, compliance, or understanding how customers interact with your team.

Team Inbox

Overview

Team Inbox Admin

Select Conversation

Operations overview

All modules Tap to open

Zoho Books —

Sales funnel CRM stages

Recent leads Inbound

WhatsApp calls Recent

Device call logs Android

Revenue trend Last 6 months

Activity breakdown —

Win rate & revenue

Revenue target —

Team performance Deals won

Deals board

Users, Teams & Roles

Role access

Extra capabilities

Create custom role

Per-staff access

📋 Service Contracts (AMC / Warranty)

🔔 Expiry Alerts (30 days)

🛠 Service Tickets

🧾 Invoices

🤖 AI Assistant Configuration

Enabled Features

🧠 AI Agent Orchestrator

📞 AI Sales Agent funnel

Captured leads

Recent leads

🆓 Free lead integrations

Website popup — public API

Green Popup — every website form POST

Tip

Lead Capture Tools

Getting started with Broadcasts

Select a template

Choose an audience

Broadcast

All Broadcasts

← Select Template

← Select Audience

← Schedule Broadcast

Broadcast details

Retry / pacing

Target audience

Template variables

Header variables

Header media

✨ AI Template Generator

📋 WhatsApp Message Templates

➕ Submit New Template to Meta

✨ AI Template Generator

📜 Approval History

Build your own experiences with WhatsApp Form

Create a WhatsApp flow

Map it to a message template

Send as Broadcast

Start building your WhatsApp forms

Canned replies (multi-step series)

CRM capabilities

👥 CRM Contacts

📋 Deals Pipeline

✅ Follow-up Tasks

Contact —

💬 SMS (Twilio)

Calling

Who should handle incoming calls?

Call Assignment Rules

Busy Message

WhatsApp Cloud API (Meta)

WhatsApp calls (in-app)

Device call logs

🔗 Integrations Hub

🟠 HubSpot CRM

📱 Twilio SMS

🔔 Outbound Webhooks (Zapier, Pabbly)

Zoho Books — connect & sync

Select Template

Select Audience

Schedule Broadcast