Team Inbox
Your AI answers first. Your team takes over with the full conversation.
Every website and WhatsApp conversation lands in one inbox. ZynfoAI handles the routine ones. When a customer needs a person, the chat goes to an available teammate with the whole conversation and the reason for the handoff.
Agent handoff
Reason: customer asked for a person · Priority: Medium · Order #3190
How a handoff works
No chat falls between the AI and your team.
- 01
The AI answers first
Website and WhatsApp questions are answered from your sources. Routine chats stay with the AI and never reach your queue.
- 02
It knows when to hand off
When a customer wants a person, ZynfoAI routes the chat and notes why: the customer asked for a person, or the AI couldn’t answer.
- 03
A teammate claims it
Round-robin, least busy, or everyone at once, within your working hours. Unclaimed chats go back to the queue.
- 04
Resolve, or hand it back
Reply, add a private note, transfer, or convert to a ticket. Resolve it and the AI is there for the next question.
Reply or note
Talk to the customer, or quietly to your team.
Switch the composer between a public reply and a private note your teammates see in the timeline. Type / for quick replies like a greeting or your pricing answer, with the customer's name filled in.
Customer 360
Know who you're talking to before you type.
Contact details, tags, custom attributes and previous conversations sit next to every chat, along with the session details and the customer's satisfaction rating. Edit them in place as you learn more.
Routing
Fair routing for a small team.
Send handoffs round-robin, to whoever is least busy, or to everyone at once. ZynfoAI respects your working hours, and a chat that isn't claimed in time goes back to the queue. When nobody is online, it opens a ticket, sends a message, or keeps helping, your choice.
What's in the inbox
Everything included in the $99/month plan.
- Channels
- Website chat widget and WhatsApp Business
- Folders
- Open, Assigned to you, Unassigned, Automated, Resolved
- Handoff
- AI detects the request, records the reason, routes the chat
- Routing
- Round-robin, least busy, or broadcast, with working hours
- Composer
- Public reply or private note, slash-command quick replies
- Live
- Typing indicators both ways, browser notifications
- Context
- Customer 360: contact, tags, attributes, past chats, CSAT
- Actions
- Claim, transfer with note, convert to ticket, resolve
- Offline
- Open a ticket, send a message, or let the AI keep helping
- Team
- Owner, admin and agent roles. Up to 11 seats on the $99/mo plan
Common Questions
About the ZynfoAI Team Inbox.
Which channels show up in the ZynfoAI Team Inbox?
Conversations from your website chat widget and your WhatsApp Business number, in one list you can filter by channel.
How does a chat move from the AI to my team?
When a customer asks for a person, ZynfoAI routes the conversation to an available teammate, with the full chat and the reason for the handoff. The teammate claims it and replies from the inbox; the AI stays quiet while a person is handling the chat.
What happens if nobody is available?
If a routed chat isn't claimed in time it goes back to the queue. Outside working hours, or when nobody is online, you choose whether ZynfoAI opens a ticket, sends a message, or keeps helping the customer.
Can teammates leave internal notes and transfer chats?
Yes. Switch the composer to a private note that only your team sees, and transfer a conversation to a teammate with a note explaining why.
Who can use the inbox?
Everyone on your workspace with an owner, admin or agent role. The $99/month plan includes up to 11 team seats.
More features. All in one plan.
All featuresLet ZynfoAI take the first reply.
Answers on your website and WhatsApp from your own content, with your team one click away. Free for 7 days, then $99/month.