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Team inbox

Know who has every incoming chat

Incoming WhatsApp messages, emails and texts land in one inbox for the team, with the calls you answer beside them. Each one shows a salesperson’s name, or says Unassigned until somebody takes it.

Press Pick it up and it is yours

Counts at the top show what is unassigned, what is yours and what is open across the team. Each row names who holds the chat, and Pick it up moves one from Unassigned to you.

The team inbox in Kordeva. Counts show 3 chats unassigned, 2 mine and 10 for everyone. Each chat in the queue names who holds it: James Walker, you or Tom Whitaker. Emily Carter’s chat is unassigned and open, with a Pick it up button.

Known customers go to their own salesperson

When Olivia Bennett writes, the message goes straight to Daniel, who holds her deal, and he is notified. Only people who have no salesperson yet wait in Unassigned.

Two messages arrive in Kordeva. Olivia Bennett already has a deal held by Daniel Hughes, so her WhatsApp message goes straight to Daniel and he is notified. Samuel Brooks has no opportunity yet, so his email waits in the Unassigned queue.

Turn a stranger’s message into a deal

Someone new writes in asking about a roof assessment. Choose what they are asking about and open a deal, and the chat moves onto it so nothing is typed twice.

Emma Lawson, a new contact, asks on WhatsApp whether someone could look at the roof. In Kordeva the salesperson picks Roof assessment under What are they asking about and presses Open the opportunity. A new deal appears for Emma Lawson at the New stage with her message on it.

The team inbox with a chat open

A real screenshot, filled with a demo solar company’s leads.

Kordeva’s team inbox: the queue of conversations with who holds each, and one WhatsApp chat openKordeva’s team inbox: the queue of conversations with who holds each, and one WhatsApp chat open
The Kordeva team inbox on a phoneThe Kordeva team inbox on a phone

See it before you decide anything

Book a demo and we will walk you through the product and answer your questions. If it fits, we set it up with you.