Unified Inbox

Turn every channel into one CRM workspace.

Unify email, WhatsApp, LinkedIn, Telegram, Instagram, and social messages. Workbase AI can answer 24/7, prioritize revenue, and run approved outbound workflows from one inbox.

Every inbox connected

Bring every channel into one shared workspace.

AI replies in context

Draft replies and next steps with account and deal context.

Outbound stays visible

Run approved follow-ups while replies return to the inbox.

Unified Inbox

Nils KroegerAnna FischerSarah ChenAlex Morgan+2
PriorityOutboundWaitingClosed
ConversationStageNext action

Proposal follow-up

Sarah Chen · Email

High intent

Asked for final terms and next steps before signing this week.

Workbase AI

I can complete the reply, update the CRM timeline, and schedule the next touchpoint.

One inbox that behaves like a revenue system.

Workbase gives every message an owner, status, next action, and optional AI operator, so no warm reply is left waiting in a separate app.

Stop letting revenue sit unanswered in six different apps.

A lead asking on Instagram, a prospect replying on LinkedIn, or a customer writing on WhatsApp or Telegram should not become a tab someone remembers tomorrow.

0

warm replies lost in channel chaos

24/7

AI answers when automation is enabled

1

operating system for inbound and outbound

Email

Inbound + outbound

WhatsApp

Fast follow-ups

LinkedIn

Sales outreach

Social

Comments, DMs + mentions

Telegram

Community + outbound

Instagram

Outbound DMs

Workbase AI Routing

Prioritize, answer, assign

24/7

Reply to the CFO first, qualify the Instagram DM, and schedule tomorrow's LinkedIn and Telegram outbound batch.

Capture every signal

Bring every channel into one shared workspace.

Respond while intent is hot

Draft replies and next steps with account and deal context.

Follow up until closed

Run approved follow-ups while replies return to the inbox.

Every channel routes into one queue

Bring every channel into one shared workspace.

AI works while the team is offline

Sensitive topics route to owners.

Open, waiting, closed beats unread

Track what is automated, waiting, escalated, and closed.

Meet buyers wherever they actually reply.

Inbound and outbound live together: capture demand from every channel, run approved outreach, and keep the entire conversation history in one workspace.

Revenue campaign

5 channels · reply-aware

Running
1

LinkedIn

First touch sent

2

WhatsApp

Follow-up scheduled

3

Instagram

Waiting for reply

4

Telegram

Paused on response

Stop condition active

When someone replies, Workbase opens the conversation and suggests the next answer.

Every inbox connected

Every channel routes into one queue

Comments, DMs, replies, emails, and WhatsApp messages become one owned queue with context attached.

Email

Schedule multi-step outbound emails from the same contact context.

WhatsApp

Follow up warm leads with short, personal messages and clear next steps.

LinkedIn

Connect with ICP accounts and pause outreach when someone replies.

Social

Route comments, mentions, and DMs to the right owner.

Telegram

Bring every channel into one shared workspace.

Instagram

Start DM sequences for creators, brands, and inbound social conversations.

Run campaigns where buyers actually reply.

Workbase is not only a support inbox. It can trigger outbound workflows, stop when people respond, and let AI continue the conversation when you allow it.

Outbound that still feels personal

Launch approved outreach across LinkedIn, WhatsApp, Telegram, Instagram, and email, then let Workbase pause, classify, and route replies automatically.

  • Stop sequences when a prospect replies
  • Draft or send channel-native follow-ups
  • Move warm replies into sales with context

Revenue campaign

5 channels · reply-aware

Running
1

LinkedIn

First touch sent

2

WhatsApp

Follow-up scheduled

3

Instagram

Waiting for reply

4

Telegram

Paused on response

Stop condition active

When someone replies, Workbase opens the conversation and suggests the next answer.

For sales

Turn replies into qualified opportunities while intent is still warm.

For growth

Test outbound offers across channels without losing attribution.

For operators

Track what is automated, waiting, escalated, and closed.

The inbox behaves like a real workspace, not a message list.

Your team can schedule, remind, comment, assign, and close conversations without losing the thread.

Conversation workspace

Status, reminders, notes, scheduled sends

Open

Proposal follow-up

Sarah Chen · Email · High intent

Draft ready
Internal context

Use annual terms. Mention implementation support before sending.

Reminder
Follow upTomorrow 09:30

12

Open

9

Waiting

38

Closed

Workbase AI

Answer drafted, CRM activity prepared, and next reminder scheduled after sending.

Status, comments, reminders, and sends in one thread

Classic inboxes only tell you if something is unread. Workbase tells you who owns it, what should happen next, and whether AI is allowed to act.

Schedule emails

Schedule email replies for the right moment

Set reminders

Set reminders before deals cool down

Leave internal comments

Discuss context internally without forwarding threads

Work by status

Open, waiting, closed beats unread

AI operator

Let AI answer for you 24/7, with the level of control you choose.

Use Workbase AI as a copilot for drafts, or switch on autopilot for approved conversation types. It understands channel context, customer history, campaign source, ownership, and next action.

Workbase AI

Autopilot ready, guardrails active

Draft only

AI prepares answers for approval.

Autopilot

AI answers approved cases 24/7.

Human review

Sensitive topics route to owners.

1

Answer approved conversations 24/7

2

Prioritize replies by urgency and intent

3

Draft channel-native replies in the right tone

4

Run follow-ups across LinkedIn, WhatsApp, Telegram, Instagram, and email

5

Create reminders, scheduled sends, and CRM updates

6

Route conversations with full history attached

Conversation workspace

Status, reminders, notes, scheduled sends

Open

Proposal follow-up

Sarah Chen · Email · High intent

Draft ready
Internal context

Use annual terms. Mention implementation support before sending.

Reminder
Follow upTomorrow 09:30

12

Open

9

Waiting

38

Closed

Workbase AI

Answer drafted, CRM activity prepared, and next reminder scheduled after sending.

Replace ten inboxes with one accountable workflow.

Start with unified conversations, then let Workbase automate replies, reminders, outbound steps, and status updates around the people who matter most.