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Here you see and reply to all the chats from customers who write on WhatsApp. It is your main work screen for the day.

1. In the left menu, click Communications
2. A small menu opens. Click Chat inbox
3. The list with all the conversations loads. Each row is a customer with their last message and the time they wrote.
4. Click any conversation to open it on the right and start writing your reply.

💡 Useful tipThe Total number shown above the list tells you how many conversations are in the view you have open.

This is the most important step. The filter shows you only the chats that are waiting for your reply. It is the view you should check throughout the day.

1. Above the chat list, click the green Filter button
2. In the panel that opens, check these three conditions:
   Open Unanswered Your responsible user
   For the responsible user, search for and select your own name. The example shows Edgar Jaimes; you must choose yours (Paulina, María José, etc.).
3. In the left column, type your name to name the filter (for example: unanswered Paulina).
4. Click SAVE to keep the filter, and then Apply to see it.

⚠️ RememberA chat in Unanswered is a customer who is waiting. The faster you reply, the higher the chance of a sale. Open this filter every morning and reply from top to bottom.

If you serve your customers from your own WhatsApp number, this filter shows you only the conversations you have directly with them, without mixing them with other advisors' chats.

1. Open the green Filter button again, just like in the previous step.
2. In the panel, check the Chat sources option
3. Select your WhatsApp number in the list that appears.
4. If you want to refine it even more, also add the Open or Unanswered status
5. Type a name for the filter and press SAVE to keep it.

💡 Useful tipWith this filter saved you see only your direct conversations at a glance. You can have several saved filters and switch between them depending on what you need to check.

The pipeline is the board where your leads are organized according to the moment they are in. All your customers must be placed in the stage that corresponds to them.

1. In the left menu, open Pipelines and go to your Paulina Call Center pipeline (it is under pinned Pipelines).
2. Before reviewing, apply the filter by your responsible user, just like in step 2, so you only see your own leads.
3. You will see several columns from left to right. Each column is a stage and each card is a lead.
4. As the conversation with a customer progresses, drag their card from one stage to the next.

💡 Good practiceMake sure your leads do not get stuck in a single stage. Move them as the work progresses so the pipeline always reflects reality.