Adding multiple agents to your team inbox

Sendvise's Team Inbox lets unlimited agents work on a single WhatsApp number. Here's the setup.

Step 1 — Invite teammates

Settings → Team → Invite. Enter email + role (Admin / Agent / Viewer). They'll get a secure sign-up link.

• Admin — full access including settings, billing, integrations

• Agent — handle conversations, can't change settings

• Viewer — read-only, useful for QA / managers

Step 2 — Set up routing rules

Settings → Inbox Routing. Pick a strategy:

• Round-robin — distribute evenly across available agents

• Least-busy — agent with fewest open chats

• Skill-based — route by tag (e.g. 'sales' → sales team, 'refund' → support)

Step 3 — Configure tags

Conversations → Tags. Create tags by type (sales, support, billing, refund). Apply auto-tagging rules: keyword matches in customer messages auto-apply tags.

Step 4 — Use internal notes

Inside any chat, type @ to mention a teammate. Notes are visible only to your team — customers never see them. Useful for handing off context mid-conversation.