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Your Conversations inbox

All your messages in one place. How to use filters, see unread, assign a conversation, leave internal notes and reply faster.

Updated

Messages is your single inbox: WhatsApp, Instagram, Facebook, SMS, email and your website chat all land in the same place, newest first.

What it looks like

The screen has four areas: the list of inboxes on the left, the list of conversations, the message thread and, on the right, the customer's profile with their details, appointments and payments. You don't have to switch screens to know who you're talking to.

Reply to a conversation

  1. Go to Messages.
  2. Click the conversation in the list.
  3. Choose the channel to reply on (for example, WhatsApp or email).
  4. Type your reply and click send.

Find what matters

  1. Click the filters icon (three horizontal lines).
  2. Pick a rule: assigned to you, unread, or where the last message was from the customer (the ones waiting for your reply).
  3. Combine rules with "and" / "or" if you need to.
  4. Save the filter as a view to get back to it in one click.

Every morning, filter by "last message was from the customer": those conversations are waiting for a reply.

Assign and collaborate

  • Assign: pick the responsible person from the conversation, so everyone sees their own.
  • Internal note: write a note the customer can't see. Use @ to mention a teammate.
  • Star: mark important conversations to find them later.

Quick replies

Save the texts you use most (hours, directions, "starting at" prices) and paste them in one click. See Quick replies and message templates.

If something goes wrong

Write to support@neuroaistudio.com.

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You can drag NEO anywhere on the screen. With the keyboard: use the arrow keys to move it and Home to send it back to its corner.