Shared inbox

One WhatsApp inbox, with clear ownership for the whole team

A shared inbox should do more than let multiple people read the same messages. Aixun brings ownership, customer memory, private collaboration, lifecycle context and next actions into the conversation so teams can work together without confusing the customer.

Key takeaways
  • Assign every conversation to an accountable agent or team.
  • Keep private notes separate from customer-visible replies.
  • Use saved inbox views for meaningful operational queues.
  • Preserve customer history when ownership changes.
01

The problem with shared access but personal ownership

When several agents use individual phones or loosely shared access, the team can see activity without understanding responsibility. Two people may reply, or everyone may assume someone else will. A customer repeats information because the new agent cannot see the commercial context behind the conversation.

Aixun treats ownership as part of the conversation record. Agents can see who is responsible, whether the conversation is open, pending or closed, and what lifecycle stage and follow-up obligations are attached.

02

A calmer inbox for daily work

Teams can organize conversations with assignments, status, unread state, pins, snooze, tags and saved views. An agent can focus on their own active work while an administrator retains visibility across the workspace.

Private notes let teammates coordinate without sending internal information to the customer. Contact details, past activity, files and conversation history remain available when a conversation is reassigned.

  • Agent, team and unassigned queues
  • Open, pending and closed conversation states
  • Pins, mute, snooze and persistent unread counts
  • Private notes, tags and customer context
  • Voice notes and conversation attachments
03

Routing without losing human judgment

Administrators can define routing and ownership policies for new conversations. Workflows can use the default policy or an explicit override, while manual ownership remains protected unless reassignment is intentionally allowed.

This makes routing predictable: automation handles repetitive distribution, but an agent’s deliberate ownership decision is not casually overwritten.

04

From inbox activity to accountable outcomes

The inbox connects directly to tasks, lifecycle stages, opportunities, orders and AI suggestions. A customer request can become a follow-up, an assignment or a structured contact update without switching to a separate CRM screen.

That connection is what separates a conversation workspace from a basic multi-agent messaging tool. The inbox becomes the place where customer communication and operational responsibility meet.

Common questions

Frequently asked questions

Can agents see every conversation?

Visibility depends on workspace policy and the queues you create. Administrators can review all workspace activity, while agents can work from assigned and purpose-built views.

What happens when an agent is unavailable?

Routing rules can consider availability and workload. Administrators can also reassign an active conversation while preserving its history, notes and next actions.

Does a shared inbox replace the customer record?

No. The conversation and customer record work together. Messages provide context, while the customer profile stores reusable details and the lifecycle records commercial progress.

See the workflow in one place

Turn every customer conversation into an accountable next action.

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