Workflow

Inbox, account switching, search and filters

Open the live shared inbox, switch accounts safely, find conversations and use status or unread filters without mixing account data.

24 connected guidesLive filterPermission-aware instructions
24 guides
Category

WhatsApp Web Messaging

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Britixo WhatsApp Enterprise: complete how-to guide

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Open the WhatsApp Inbox

Load the first or last-selected accessible account and its stored conversations.

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Switch between WhatsApp accounts

Choose another account and allow the page to render its stored Inbox immediately before refreshing live connector events.

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Understand retained account selection

Know that page refresh and the header Inbox button reopen the last account that remains accessible to the current staff browser.

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Understand stale-response isolation

Know that account-owned requests prevent a late response from the previous account changing the selected account’s conversations or permissions.

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Synchronise the Inbox now

Select Synchronise now to pull pending connector events for the selected account and refresh the visible list.

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Search conversations

Enter part of the display name, telephone number or latest-message preview to find matching conversations.

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Clear the conversation search

Remove the search text to restore the selected account’s normal bounded conversation list.

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Filter all conversation statuses

Choose All statuses to show open, pending and closed records together.

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Filter open conversations

Choose Open to focus on conversations actively awaiting or receiving service.

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Filter pending conversations

Choose Pending to focus on conversations intentionally held for follow-up.

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Filter closed conversations

Choose Closed to review completed conversations without reopening them.

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Show unread conversations only

Select Unread only to restrict the list to records with authoritative unread counts greater than zero.

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Combine search, status and unread filters

Apply the available controls together to narrow the current account without changing stored conversation data.

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Understand conversation list ordering

Read the most recently active conversations first, based on the stored latest-message time.

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Understand conversation preview information

Use contact name/number, latest-message excerpt, timestamp, unread count, status, assignment, priority and tags to choose the correct record.

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Open a conversation

Select a conversation to load up to 200 messages, account permissions, controls and CRM actions.

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Load older messages

Use the older-message control so the next request uses the earliest displayed message ID as the before cursor.

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Understand bounded Inbox results

Know that bootstrap and list calls use controlled limits to protect performance rather than loading an unlimited account history.

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Understand selected-account permissions

Notice that Reply, Convert and Manage controls are enabled or hidden using the current account’s access matrix.

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Use the header unread badge

Select the permission-scoped aggregate badge to open Inbox while retaining the last accessible account.

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Understand empty Inbox states

Distinguish no accessible accounts, no matching filtered conversations, an unconnected account and a connector error.

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Verify account data after rapid switching

Switch repeatedly between two accounts and confirm names, messages, statuses, permissions and unread totals never cross between them.

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