Mercuri Docs
  • Welcome to Mercuri
  • Getting Started with Mercuri CX
  • 📩Communication Channels
    • WhatsApp Integration
      • Onboarding on WhatsApp Business
      • FAQ
    • SMS Integration
      • SMS Policies
      • Getting started with TFN
      • TFN verification process
      • Issues with TFN verification
      • SMS Length
  • 🧤Features
    • Conversations Inbox
      • Starting a New Chat with a Customer
      • Adding / Updating Contact details in Inbox
      • Interactive Message Options for WhatsApp Conversations
      • Use case of WhatsApp Interactive Messages
    • Contacts
    • Marketing
      • Track Campaign Performance
    • Automations
      • Automated workflow for e-commerce businesses
        • Order Cancelled Template
        • Order Created Template
        • Cart Abandoned Template
        • FulFilment Created Template
      • Automated Workflow For Booking Related Events
        • Booking ConfirmedTemplate
        • Booking Rescheduled Template
        • Booking CanceledTemplate
      • Automated Workflow For Restaurant Table Reservations
        • Table Reservation Created Template
        • Table Reservation Canceled Template
      • Automated Workflow For Restaurant Order Events
        • Restaurant Order Accepted Template
        • Restaurant Order Fulfilled Template
        • Restaurant Order Cancelled Template
        • Pickup / Delivery Order Created Template
      • Automated Workflow For Consumer Signup
      • Automated Workflow For Forms
    • Templates
      • Creating Your First WhatsApp Template
      • Understand WhatsApp Template components
    • Users Management
      • Simplifying Role-Based Access in Mercuri: Use Cases and Solutions
    • WhatsApp Widget
  • 🛍️Integrations Guide
    • Pipedrive
      • Install the Mercuri in Pipedrive
      • Using Mercuri in Pipedrive
        • SMS & WhatsApp Inbox
        • Configuring SMS
        • Adding Agents to the Shared Inbox
        • SMS and WhatsApp Marketing
    • Microsoft Teams
      • Install the Mercuri App in Microsoft Teams
      • Configure Mercuri for Microsoft Teams
      • WhatsApp Onboarding
      • How to use Mercuri?
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  • How Mercuri's Conversations Inbox Helps Businesses
  • Key Features of Mercuri CX Conversation inbox
  1. Features

Conversations Inbox

Mercuri’s Shared SMS and WhatsApp Inbox allows teams to manage customer conversations in a centralized workspace.

PreviousSMS LengthNextStarting a New Chat with a Customer

Last updated 2 days ago

How Mercuri's Conversations Inbox Helps Businesses

The Shared Inbox in Mercuri CX enables your team to manage all customer conversations across WhatsApp and SMS from a single interface. It ensures that no message is missed, customer issues are resolved efficiently, and team collaboration is seamless.

Key Features of Mercuri CX Conversation inbox

1. Assign Agents to Conversations

Easily allocate specific team members to handle individual customer chats. This prevents overlap, reduces confusion, and ensures accountability for every conversation.

Assigning Conversations to Team Members

  1. Select an active conversation.

  2. Click Assign and choose a team member.

  3. The assigned agent will receive a notification.


2. Track Conversation Status

Conversations can be marked as:

  • Open – Active and needs attention

  • Pending – Awaiting customer response

  • Closed – Resolved successfully

  • Spam – Unrelated or unwanted messages


3. Add Contact Info and Tags

Enhance customer understanding by storing relevant details .Use tags (e.g., “Repeat Customer”, “High Value”) to segment users and personalize communication more effectively.


4. Centralized WhatsApp and SMS Inbox

View and manage all incoming and outgoing messages, whether from WhatsApp or SMS, within a single dashboard.


5. Send Interactive WhatsApp Messages

Use interactive elements such as buttons, quick replies, lists, or location requests to make it easier for customers to respond or take action, enhancing engagement and reducing effort on their part.


6. Enable Two-Way Conversations

Have real-time, two-way communication with your customers. Whether it’s answering queries, resolving issues, or collecting feedback, Mercuri Inbox makes it easy to hold meaningful conversations.

Want to add a team member as an agent?

To know more about how to add or update contact details ,

To know more about the Different Interactive WhatsApp messages, .

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Conversation Inbox Features
Demo of how to start a conversation on Mercuri for both SMS and WhatsApp.