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Inbox

The Inbox module brings your WhatsApp and LinkedIn conversations into Heffl. Manage messages, link conversations to contacts, and keep all communication in one place.

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Setting up an inbox

1. Go to Settings > Integrations
2. Connect WhatsApp or LinkedIn via Unipile
3. Follow the authentication flow to link your account
4. Your inbox is created automatically

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WhatsApp inbox

Once connected, you can:

• View conversations - All WhatsApp conversations appear in your inbox
• Send messages - Reply directly from Heffl
• Attach files - Send images, documents, audio, and video
• Link to contacts - Associate WhatsApp conversations with CRM contacts
• Track status - See message delivery and read status

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Sending a WhatsApp message

1. Open a conversation or start a new one
2. Type your message
3. Optionally attach files
4. Click Send

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Contact sync

Heffl automatically syncs WhatsApp contacts. When a contact’s phone number matches a CRM contact, the conversation is linked automatically.

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LinkedIn inbox

Manage LinkedIn messages alongside your other conversations:

• View messages - See all LinkedIn conversations
• Send messages - Reply to connections
• Link to contacts - Associate LinkedIn conversations with CRM contacts

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Starting a LinkedIn conversation

1. Go to Inbox
2. Select your LinkedIn inbox
3. Start a new conversation by selecting a contact
4. Type and send your message

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Inbox features

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Conversation status

Manage conversations with status labels:

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Auto-assignment

Configure automatic conversation assignment:

1. Open inbox settings
2. Set assignment rules (round-robin or specific users)
3. New conversations are automatically assigned

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Unread tracking

Each contact’s unread message count is tracked. Unread conversations are highlighted in the inbox list for quick identification.

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FAQ