The problem
Customer WhatsApp chats live on personal phones. Handoffs lose history, leads fall through the cracks, and managers can't see response times or ownership.
Feature
WhatsApp for business
Connect WhatsApp lines, link chats to leads, assign owners, and manage customer conversations in a shared workspace inbox.
How Vmoox helps
Connect workspace WhatsApp lines, link threads to lead records, assign members, search messages, and reply with files and payment context beside the deal.
Built for daily work
Deep capabilities teams use from day one — not a lightweight add-on.
Line connection
Attach WhatsApp lines to the workspace for team visibility.
Shared inbox
Queue, assign, and work customer threads without phone pass-around.
Lead linking
Connect a chat to a lead row — payments and files sit on the same deal.
Assignment
Give each conversation an owner so follow-up is accountable.
Search
Find past messages and customers quickly from the inbox.
Record context
Open the linked lead without losing the WhatsApp thread.
What you get
Customer conversations tied to CRM rows — not lost on personal devices.
- Connect multiple WhatsApp lines per workspace
- Shared inbox with assignee and status
- Link chats to lead records for full deal context
- Search message history across conversations
- Reply from desktop with the web app
- See files, payments, and notes on the linked record
- Hand off chats between team members with history intact
- Understand unofficial client limits before production use
Customer chat on the CRM row
WhatsApp is most powerful when every thread knows which deal it belongs to.
- Link chats to leads so pipeline and inbox stay aligned
- Multiple lines for sales, support, or regions
- Search saves time when customers return months later
- Review platform limits — connection uses an unofficial client layer
Connect a line and link to leads
Plan for unofficial client constraints before going live.
Connect the line
Follow workspace setup for your WhatsApp line in Vmoox.
Triage the inbox
Assign owners and link conversations to existing or new lead records.
Reply with context
Use the record for files, notes, and payment while you chat.
Hand off cleanly
Reassign chats with full history visible to the next teammate.
Who it's for
Real scenarios where teams run this feature every week.
Sales follow-up
Reply to prospects on WhatsApp while the lead record tracks stage and value.
Support & delivery
Handle client questions with files and checklist items on the record.
Distributed teams
Cover multiple lines across shifts with assignee and search.
FAQ
WhatsApp on Vmoox — FAQ
Vmoox connects via an unofficial client layer similar to WhatsApp Web. Understand platform limits and your provider's terms before connecting production lines.
Yes. Assign chats to members and work from a shared inbox tied to lead records.
Chats can be linked to lead records so payments, files, and notes sit on the same row.
Workspaces can connect multiple lines depending on plan and setup — useful for brands or departments.
Try it in your workspace
Connect WhatsApp lines, link chats to leads, assign owners, and manage customer conversations in a shared workspace inbox.
- Free Starter plan
- No credit card required
- Full workspace in minutes