New inquiryWaiting for a next stepOne WhatsApp number passed around, and it is never clear who is handling which customer.
Could someone help me continue my inquiry?One WhatsApp number, the whole team working in one inbox
Assign conversations to the right admin, set permissions for each member, and keep the full chat history in the company account — not on a personal phone.
See the workflow ↓Team management & permissionsThe right person. The full context.
Ethan→
MayaContext includedDewiWhatsApp · 09:41
Assigned to Maya
Maya09:42I’ve reviewed your earlier messages. I’ll take care of the remaining question.
Everything the next agent needs
- Previous owner
- Ethan
- Current owner
- Maya
- Access scope
- Assigned conversations
Next actionReview the open request before replying
Common shared-number challenges
New inquiryWaiting for a next stepCould someone help me continue my inquiry?An admin leaves and takes the customer chats on their personal phone with them.
The same customer gets two different answers from two admins.
Team management workflow
From scattered work to one workflow with clear ownership
Shared inbox — Every conversation from every channel in one place
Auto-assignment — By shift, customer tag or admin expertise
Permissions and shift schedules — Decide who sees what and who is online when
History and handover — Reassign a customer to another admin in one step
Give every conversation an owner
Define routing rules and member access, then check the unassigned queue so incoming requests do not become everyone’s responsibility and nobody’s task.
Keep context during handover
Review history, update customer notes and reassign the conversation. Revoke a departing member’s workspace access as part of your handover process.
One number, many admins — without stepping on each other
Role-based permissions: who sees which customers, who can export data
Chat history stored in the company account, not on an admin’s phone
Frequently asked questions
Can several admins use one WhatsApp number at the same time?
Yes. Connect the number once, then the whole team works from one shared inbox with an owner assigned to each conversation.
Can I limit which customer data an admin can see?
Yes. Set role-based permissions to control which conversations each member can see and what actions they can take.
If an admin leaves, do we lose the customer data?
No. Conversation history and customer records are stored in the company account. You can revoke that admin’s access and reassign their conversations to someone else.
Is it free to start?
You can start with the free plan. Check the pricing page for current user, channel and AI allowances. WhatsApp API usage may incur separate Meta charges.
SALESMARTLY
Team management & permissions
One WhatsApp number for the whole team: assign chats, set permissions and hand over customers with full history.
