Platform · Conversation Inbox

One inbox for every customer conversation.

A unified two-way messaging workspace. Talk to customers across WhatsApp, email and more — with text, image, audio, document and contact bubbles — and every thread stays tied to the record it belongs to.

Text · image · audio · document · contact — all in one thread
Linked to record
Deal · Nimbus Retail
Stage: Proposal
Assigned to Jordan
app.processo.io / acme / crm / conversations
All Unread
NR
Nimbus Retail+1 (415) xxx-xxxx
OF
Orbit Foods+1 (312) xxx-xxxx
NR Nimbus Retail
Hi Alex 👋 Following up on the proposal for your 12-store rollout. Happy to walk your team through pricing this week.
Thanks! Tuesday afternoon works for us. Can you send the revised quote?
Call disposition logged
Type a message
Unified inbox

Every channel, every message, in one place.

Customers reach you on the channel they prefer. The Conversation inbox pulls those threads together so your team replies from a single workspace — no app-switching, no missed messages, and full context on who you're talking to.

WhatsApp Email In-app chat Slack Webhook / API inbound
Rich message bubbles

More than text. Whatever the conversation needs.

A real conversation is rarely just words. Send and receive five bubble types natively — each rendered inline in the thread, stored against the record, and searchable later.

Text

Threaded inbound and outbound messages with delivery and read status, timestamps and emoji.

Image

Photos and screenshots render as inline previews — proof of delivery, ID docs, product shots.

Document

PDFs, invoices and forms attach with file name, type and size — ready to download or store.

Audio

Voice notes play inline with a waveform and duration — capture nuance words can't.

Contact

Share a contact card with name and number — hand off to a courier, vendor or teammate.

Route & assign

Right conversation, right person, right record.

Incoming messages don't sit in a pile. Channel routing, assignment and record linking make sure every thread lands where it belongs and carries its full context.

Channel routing

WhatsApp, email and webhook-inbound messages flow into the same inbox, tagged by channel so nothing is lost between tools.

Assignment & ownership

Assign a thread to an agent or team. Owners see what's theirs, and permissions follow your authorization matrix so people only see what they should.

Linked to the record

Tie a conversation to the customer, deal, order or ticket it concerns. Open the record and you see the full message history; open the thread and you see the record.

Human or automated replies

Agents reply by hand, or workflows and AI agents respond automatically — both write into the same thread so the conversation reads as one.

app.processo.io/inbox

Inbox

3 open
EC
Ethan C. WA
Has my order shipped yet?
10:02
LR
Lena R. EMAIL
Re: refund request #4188
9:41
VS
Vendor Supplies WA
PO acknowledged ✓
Yest
EC
Ethan Carter
+1 (206) 555-0148 · WhatsApp
JJordan
Hi, has my order shipped yet? 😊
Yes — it left our hub this morning, on track for today.
AI agent
Tracking: out for delivery, ETA 4:30 PM. Want me to share the live link?
Linked record: Order #ORD-4192 →
How it works

From first message to closed loop.

The Conversation inbox isn't a silo — it's wired into your processes, so messages drive action and action drives messages.

1

Message arrives

A customer messages over WhatsApp, email or an inbound webhook. It lands in the unified inbox, tagged by channel and contact.

2

Route & link

The thread is assigned to an agent or team and linked to the relevant record — a deal, order, ticket or vendor.

3

Reply your way

Agents reply with text, files, audio or contacts. Or a workflow fires a templated message and an AI agent answers questions from your data.

4

Process moves

Replies can trigger workflows — update a status, create a task, kick off an approval — and the whole exchange stays on the record.

In the real world

Built for the conversations your process needs.

Order support

A buyer asks "where's my order?" on WhatsApp. The thread links to the order record, an agent shares the dispatch photo and invoice, and an AI reply returns live tracking — all in one bubble stream.

Ticket resolution

A support email opens a ticket. The conversation lives beside the ticket record; the agent attaches a fix document, sends a voice note, and closing the thread moves the ticket status forward.

Vendor onboarding

During onboarding, a vendor sends KYC documents and a contact card for their accounts team. Everything attaches to the vendor record, ready for the approval matrix to review.

Works with

Better with the rest of Processo.

The Conversation inbox connects to the parts of the platform that send, automate and power your messages.

Start talking

Bring every customer conversation into one inbox.

Unify your channels, link threads to records, and let humans and AI reply side by side — no code, no infrastructure, no stitched-together tools.

Start building free Explore the platform