Inbox, account switching, search and filters
Open the live shared inbox, switch accounts safely, find conversations and use status or unread filters without mixing account data.
Guides in this workflow
Select the exact setup, Inbox, verification, automation, portal, audit or troubleshooting action you need.
Open the WhatsApp Inbox
Load the first or last-selected accessible account and its stored conversations.
Switch between WhatsApp accounts
Choose another account and allow the page to render its stored Inbox immediately before refreshing live connector events.
Understand retained account selection
Know that page refresh and the header Inbox button reopen the last account that remains accessible to the current staff browser.
Understand stale-response isolation
Know that account-owned requests prevent a late response from the previous account changing the selected account’s conversations or permissions.
Synchronise the Inbox now
Select Synchronise now to pull pending connector events for the selected account and refresh the visible list.
Search conversations
Enter part of the display name, telephone number or latest-message preview to find matching conversations.
Clear the conversation search
Remove the search text to restore the selected account’s normal bounded conversation list.
Filter all conversation statuses
Choose All statuses to show open, pending and closed records together.
Filter open conversations
Choose Open to focus on conversations actively awaiting or receiving service.
Filter pending conversations
Choose Pending to focus on conversations intentionally held for follow-up.
Filter closed conversations
Choose Closed to review completed conversations without reopening them.
Show unread conversations only
Select Unread only to restrict the list to records with authoritative unread counts greater than zero.
Combine search, status and unread filters
Apply the available controls together to narrow the current account without changing stored conversation data.
Understand conversation list ordering
Read the most recently active conversations first, based on the stored latest-message time.
Understand conversation preview information
Use contact name/number, latest-message excerpt, timestamp, unread count, status, assignment, priority and tags to choose the correct record.
Open a conversation
Select a conversation to load up to 200 messages, account permissions, controls and CRM actions.
Load older messages
Use the older-message control so the next request uses the earliest displayed message ID as the before cursor.
Understand bounded Inbox results
Know that bootstrap and list calls use controlled limits to protect performance rather than loading an unlimited account history.
Understand selected-account permissions
Notice that Reply, Convert and Manage controls are enabled or hidden using the current account’s access matrix.
Use the header unread badge
Select the permission-scoped aggregate badge to open Inbox while retaining the last accessible account.
Understand empty Inbox states
Distinguish no accessible accounts, no matching filtered conversations, an unconnected account and a connector error.
Verify account data after rapid switching
Switch repeatedly between two accounts and confirm names, messages, statuses, permissions and unread totals never cross between them.