Meta Guide

How to Set Up a WhatsApp Shared Inbox

A shared inbox lets your whole team handle WhatsApp from one number without sharing a phone. Here is how to set it up.

How it works

Step by step

1

Connect your Business API number

Onboard a single WhatsApp Business API number that the whole team will work from.

2

Invite and assign agents

Add team members and assign conversations so two people never reply to the same customer.

3

Set up routing rules

Auto-assign chats by topic, language, or team so messages reach the right person fast.

Features

More steps

Add internal notes and labels

Use private notes and labels to share context, track status, and organize conversations.

Track team performance

Monitor response times and volumes so you can staff and improve service over time.

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FAQ

Frequently Asked Questions

Can multiple agents use one WhatsApp number?

Yes. A shared inbox on the Business API lets many agents handle the same number simultaneously, each on their own login, with assignment to prevent overlap.

What is the difference between a shared inbox and a unified inbox?

A shared inbox is one channel many agents work from. A unified inbox brings multiple channels, like WhatsApp, Instagram, and Messenger, into a single view.

TC
Written by Tabarak Ur Rehman ChaudhryFounder & CEO, Defuser AI · View profile
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