Playbooks

Complete setups for the most common ways businesses use the Inbox.

The Inbox does not tell you how to work. These playbooks do — each one is a specific way of setting it up, taken from how customers actually use it.

Pick the one that sounds like you. They take 10 to 20 minutes each and none of them need code.

Playbook	For you if…
Run a sales pipeline with tags	You sell or take orders over WhatsApp and lose track of where each one stands
Set up a shared front desk	Several people answer the same number and keep replying twice, or not at all
Upgrade from the WhatsApp Business app	Your number lives in the app on one phone, colleagues get by on linked devices, and you want to give more people proper access
Hand over an Inbox to a client	You are setting WhatsApp up for someone else and will not be the one answering