ConnectBoard features

What do you get with ConnectBoard?

Manage WhatsApp conversations, automate replies, run campaigns and organize customers from one shared team inbox.

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Features in detail

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  1. 01 / 06

    Shared Team Inbox

    Bring every WhatsApp conversation into one inbox so your whole team can see, reply and collaborate without switching devices.

    • One inbox for the whole team. Every WhatsApp message lands in a single shared view, so no conversation gets lost between personal phones.
    • Assign chats to the right person. Route conversations to a team member or department and track who is handling what in real time.
    • Reply together, not over each other. Internal notes and collision detection keep agents aligned without the customer seeing duplicate replies.
    ConnectBoard shared team inbox with WhatsApp conversations
  2. 02 / 06

    WhatsApp Campaigns

    Send targeted broadcast messages and promotional campaigns to segmented contact lists directly through WhatsApp.

    • Build and send broadcasts in minutes. Pick a pre-approved template, choose your audience segment and schedule or send immediately.
    • Segment your audience. Filter contacts by tags, labels or custom fields so every message reaches the right group.
    • Track delivery and engagement. See sent, delivered, read and reply rates for every campaign so you know what is working.
    ConnectBoard WhatsApp campaign builder with audience segmentation
  3. 03 / 06

    Smart Customer Organization

    Tag, label and group your contacts so every conversation has context and every team member knows the customer.

    • Tag contacts your way. Add custom tags like "VIP", "New Lead" or "Returning" so you can filter and find customers instantly.
    • Keep notes and history together. Every contact card shows the full conversation history, notes and tags in one place.
    • Import and export contacts. Bring in your existing customer list from a spreadsheet or export your ConnectBoard contacts at any time.
    ConnectBoard contact management with tags and customer details
  4. 04 / 06

    Automated Replies and AI Assistance

    Answer common questions instantly with auto-replies, quick responses, and AI-powered suggestions.

    • Set up auto-replies for common queries. Greetings, business hours, FAQs and order-status updates go out without a human typing.
    • Quick-reply templates save time. Build a library of pre-written replies your team can send with one click.
    • AI suggests the next response. Based on conversation context, ConnectBoard recommends a reply your agent can send or edit.
    ConnectBoard automated reply builder with quick-reply templates
  5. 05 / 06

    Follow-ups That Don't Slip

    Schedule reminders and follow-up messages so no lead or customer query falls through the cracks.

    • Set a follow-up date on any chat. Pick a date and time, and ConnectBoard reminds your team to continue the conversation.
    • Automated follow-up sequences. Build a series of timed messages that go out automatically after the last customer reply.
    • Never lose a warm lead. The follow-up dashboard shows every pending reminder across the team so managers can spot gaps.
    ConnectBoard follow-up scheduler with pending reminders dashboard
  6. 06 / 06

    Team Roles and Access Control

    Define who can view conversations, send messages, manage contacts and access reports with role-based permissions.

    • Create roles that fit your team. Add roles like sales agent, support lead or campaign manager, each with its own set of permissions.
    • Control what each role can see. Limit access to conversations, contacts, campaigns or settings so team members focus on their work.
    • Manage from any device. ConnectBoard is available on web and mobile, with conversations and permissions synchronizing in real time.
    ConnectBoard team roles and permissions settings