One inbox for WhatsApp, Instagram and website chat: how it works day to day

How a small team uses one Katalis inbox to split the work, keep context with private notes and labels, and stop losing chats between apps.

Katalis inbox list showing conversations from WhatsApp, Instagram, website chat and email side by side

Most small businesses don’t have a customer-service problem. They have a five-apps problem: WhatsApp on the owner’s phone, Instagram DMs on a staff member’s phone, website messages in an email nobody checks. Chats get answered twice, or not at all.

Everything lands in one queue

In Katalis, each channel you connect becomes an inbox, and every inbox feeds the same conversation list. Your team sees one queue, filtered by channel when they need it.

Split the work without stepping on each other

  • Assignment. Each conversation has an owner, so two people never reply to the same customer.
  • Private notes. Leave context for a teammate inside the conversation. The customer never sees it.
  • Labels. Tag chats as order, complaint, or waitlist, and filter by them later.
  • Saved replies. Answer the questions you get every day in two keystrokes, in the same words every time.
  • Business hours. Tell customers when you’ll reply, automatically, outside opening hours.

Know whether it’s working

The reports show your first response time, how busy each agent is, and what customers said in the satisfaction survey at the end of a chat. These numbers tell you when it’s time to add a person, or let our agents take a shift.

Where the AI fits

The AI assistant drafts or sends answers to routine questions from your knowledge base, and hands the conversation to a person with a summary when it can’t help. It works in the same inbox, so you always see what it said.