Help Center/AnyLinga Inbox

WhatsApp for teams: work without a CRM in AnyLinga Inbox

Updated: 2026-10-17

Need WhatsApp for teams with multiple agents sharing one account? In AnyLinga Inbox, your team chats with clients in a browser: employees take conversations, transfer them to each other, and leave internal notes.

This lets your sales team share WhatsApp without a CRM. Here's how to connect Inbox, invite employees, and set up conversation workflows.

How shared WhatsApp works in Inbox

AnyLinga Inbox is a WhatsApp support system where your team handles client conversations instead of using a CRM. You can assign a responsible user, change the status, and save internal context for each conversation.

Inbox supports the channels connected in AnyLinga: WhatsApp, WhatsApp Business API, Telegram, Instagram, and Facebook. The cost of each channel depends on your plan.

Inbox works in a browser. There is no separate mobile app for Inbox.

Connect Inbox to your AnyLinga workspace

1. Enable Inbox in your workspace

• Open Channels in your AnyLinga workspace.
• Find the AnyLinga Inbox card labeled Chats in the browser — no CRM needed and enable the connection.
• The Awaiting confirmation status and the prompt Sign in to Inbox and confirm the connection will appear.

2. Confirm the connection in Inbox

• Sign in to Inbox.
• In the Connect your AnyLinga workspace? prompt, click Connect.

3. Open the connected Inbox

• In your AnyLinga workspace, click Open Inbox to sign in using a one-time link.
• Employees who are already on the team can also sign in with Google.

Invite your team and set up assignment

4. Create an invitation for an employee

• Open Team → Invite.
• Click Create invitation.
• Share the generated link with the employee.

5. Set up roles and channel access

• The team has two roles: Owner and Agent.
• Configure Source access for each agent: specify the available channels or select All sources.
• The owner can see all conversations.
• To revoke an employee's access, use Disable access.

6. Choose how to assign conversations

• In Team, find New conversation assignment.
• Select manually to assign responsible users yourself.
• Select round robin among online agents to distribute new conversations among agents who are online.
• Enable Ask for the outcome when closing a conversation to record outcomes.

Work with conversations

7. Find the conversations you need

• Open Mine to work with conversations assigned to you.
• Check Unassigned to find conversations without an assigned employee.
• Use All open, Completed, and Snoozed to view conversations by status.

8. Assign a responsible user

• Open a conversation and find Responsible user.
• Click Take to take the conversation.
• Use Transfer to hand it over to another employee, or Remove assignee to clear the assignment.

9. Snooze or pin a conversation

• Click Snooze and select 1 hour, 3 hours, Until tomorrow 9:00, or Pick a time.
• Use Pin to the list to pin the conversation.

10. Close a conversation and record the outcome

• Click Mark done when you have finished working on the conversation.
• If the outcome prompt is enabled, select Successful or Unsuccessful under How did the conversation end?.
• To resume a completed conversation, click Back to work.

Save context for your team

11. Add an internal note to a conversation

• Switch to Note mode.
• Check for the prompt Internal note — the client won't see it.
• Write the information for your colleagues and click Save note.

12. Fill in the client profile

• Save relevant information in Note about the client.
• In Tags, use Add tag.
• To view advertising details, check the From ad section in the client profile.

13. Use messaging tools

• To begin a conversation, use Start a chat.
• Use Quick replies and WhatsApp templates to prepare messages.
• Use message translation when needed.
• Use Send later to schedule a message.