Free playbook
The WhatsApp Team Inbox Playbook: How to Assign, Track, and Follow Up on Every Enquiry When Your Whole Team Shares One Number
A step-by-step system so every conversation has one owner, every lead gets a second reply, and nothing falls through the cracks.
- Why shared WhatsApp inboxes without rules cause lead leakage — and a quick audit to size your own problem
- How to set up role-based access so every conversation has exactly one owner
- Conversation assignment: manual pick-up, round-robin, and skill-based routing — which suits which team size
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What's inside
- Why shared WhatsApp inboxes without rules cause lead leakage — and a quick audit to size your own problem
- How to set up role-based access so every conversation has exactly one owner
- Conversation assignment: manual pick-up, round-robin, and skill-based routing — which suits which team size
- The 5 status tags every team needs on day one (and how to enforce them)
- Response time targets and staleness alerts — how to set them so they fire before a lead goes cold
- The handover protocol: how to transfer a conversation without the prospect noticing a seam
- Team performance: the 3 metrics every manager should review weekly
Who this is for
SMEs with a sales or enquiry team of 3-10 people sharing a single WhatsApp business number — travel agencies, education businesses, property firms, professional services — where leads are currently handled on whoever picks up first.
Made by the team behind Yalla — the chat-native CRM where the AI does the work, not just the talking.