OutPerform
Shared Inbox

Manage every customer conversation together

Give sales, customer service and marketing teams one shared workspace to manage WhatsApp enquiries, assign conversations, collaborate internally and maintain complete customer context.

Shared Inbox conversation workspaceIncoming customer messages are organised in one inbox where an AI assistant and team members collaborate with customer context.IncomingShared InboxAI: collecting enquiry detailsInternal note ยท handover to MayaCustomerADAisha DanielHistory
One connected workspace for customer-facing teamsBring visibility to conversations, ownership and customer context.
The operational challenge

WhatsApp is powerful. Personal phones and disconnected records are not.

When enquiries live across individual devices and separate accounts, teams lose context, duplicate replies and struggle to see what is waiting for action.

01

One place for every enquiry

Centralise customer conversations in a shared workspace built for team visibility.

02

Assign the right person

Route enquiries to sales, service, branches, projects or specialist teams.

03

Collaborate without confusion

Use internal notes, ownership and history while keeping customer replies clear.

How it works

AI and people work from the same conversation

AI can handle the first step with configured information, gather context and transfer the conversation with its history intact when human help is needed.

  • Conversation assignment and routing
  • Internal notes and customer profile context
  • Response visibility across teams
  • Connected activities and customer history
Conversation assignment flowEnquiryAITeamCRM context
Connected capabilities

Part of the OutPerform platform

Conversations can update CRM records, involve AI Agents, respond to campaigns, trigger workflows and contribute to reporting.

Sales and product enquiries
Customer service and after-sales support
Appointment and booking requests
Branch or project routing

Frequently asked questions

Can multiple employees manage the same WhatsApp number?

OutPerform is designed to give teams a shared workspace for customer conversations and visibility into ownership.

Can conversations be assigned?

Yes. Conversations can be assigned and routed to the appropriate team or person.

Can AI transfer a conversation to a person?

AI Agents can be configured to collect context and escalate to a human when required.

Are Meta messaging charges separate?

WhatsApp Business Platform messaging fees are charged separately by Meta where applicable.

Bring every customer conversation into one team workspace.