Help center · Communications
WhatsApp and email inbox
Manage client conversations, save attachments to the document vault, and link unmatched emails to clients.
The unified inbox shows inbound email and WhatsApp threads in one place.
- Each tenant has a unique inbound email: {slug}@your-configured-domain.
- Link an unmatched email to a client before saving attachments manually.
- SARS PDF attachments on unmatched emails are auto-saved to the unassigned queue.
- Reply to emails directly from the inbox; replies are logged on the thread.