Skip to main content

Inbox & Messaging

What you'll learn
  • How the Inbox works as your central multi-channel messaging hub
  • The key features available on the Conversas (Conversations) page
  • How conversations are organized, filtered, and managed

The Inbox -- titled Conversas (Conversations) in the application -- is the central hub where all customer conversations come together in one place. No matter which messaging channel a customer uses to reach your business -- WhatsApp, Instagram, Telegram, Facebook Messenger, or your website widget -- every conversation appears in the Inbox, ready for your team to view and respond.

You can access the Inbox by navigating to Dashboard > Conversas. The URL follows the pattern /dashboard/{employeeId}/dynadata/list/conversations, and the page title displayed in the top bar reads Conversas.

How the Inbox is organized

The Inbox uses the platform's Dynadata CRUD pattern, the same standardized list-and-detail interface used throughout the application. This means that if you are already familiar with other list views in the platform (such as Clients or Pipelines), the Inbox will feel immediately familiar.

At the top of the page, you will find a toolbar with the following controls:

ControlDescription
Back buttonReturns you to the previous page
Page title ("Conversas")Confirms you are viewing the Conversations list
Atualização em massa (Bulk update)Lets you update multiple conversations at once
Filter buttonOpens advanced filters; a badge on the button shows how many filters are currently active
Criar conversa (Create conversation)Opens the dialog to start a new conversation with a client

Below the toolbar, the paginated conversation list displays all conversations matching your current filters. Pagination is shown in the format Página 1 / 0 (Page 1 of 0), updating as conversations are added.

When no conversations exist yet, the list displays the empty-state message: "Nenhum item ainda" (No items yet).

Key features

FeatureDescription
Conversation listA paginated, filterable list of all customer conversations across every connected channel
Create conversationStart a new conversation by selecting an existing client or creating a new one on the spot
Bulk updateSelect multiple conversations and apply changes -- such as status updates or assignments -- in a single action
Advanced filtersUse AND/OR logic, filter groups, and sorting rules to find exactly the conversations you need
Send messagesReply with text, images, documents, audio, and video directly from the chat interface
Message templatesUse pre-written template messages for fast, consistent replies
Bot toggleEnable or disable the AI bot on a per-conversation basis for seamless human-to-bot handoff
tip

The filter badge on the Filter button shows you at a glance how many filters are active. If you notice unexpected results in your conversation list, check the badge -- you may have leftover filters from a previous search.

Next steps