You may notice that the "All Chats" tab is not available for your team members.
The shared inbox (the "All Chats" tab) is included in every current plan: Starter, Pro and Enterprise, and in the free trial. It is not part of the older CRM Integration plan: on that plan the "Chats" section is only available to the workspace owner and restricted to the rest of the team members. This is what the rest of your team will see whenever they try to go to the "Chats" section on TimelinesAI:
We understand that this may create confusion and questions regarding some particular chats that your team may want to check. No worries, there is a way to do that!
An alternate way to view chats on TimelinesAI
Although there's an alternative to view chats, this may be done one-by-one:
Go to the WhatsApp Accounts section on Timelines
Select the the "My account" tab
Click __"Manage the contact list"__, to extend it
Search for the relevant chat, in the Search Bar available in that section
Once you've found it, click on it and you'll be taken to the chat in question
How to open chats from the Pipedrive interface
By clicking the link, you will be taken to the particular chat on TimelinesAI and you'll be able to communicate with your contacts there.
Go to a Person/Deal on Pipedrive
Go to the activity "WhatsApp chat."
Scroll down to the bottom of the conversation. You will see the link "Open the conversation on TimelinesAI."
Click on the link to be redirected to the relevant chat on TimelinesAI
Note: The HubSpot, Monday, Zoho, and Close Native Integrations that we offer (in case you use any of these) will also have a chat link available in their respective items, if you have properly connected and/or configured these
Which plans include the All Chats tab
The "All Chats" tab lets your team select, label, assign, set up notifications and reminders, leave notes, and use other tools for team collaboration. It is included in Starter, Pro and Enterprise, and in the older Shared Inbox and Mass Messaging & Automation plans. The older CRM Integration plan does not include it.
If your workspace is on Starter, Pro or Enterprise and a team member still cannot open the "All Chats" tab, write to us in the chat or at [email protected] and a teammate will check your workspace.