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WhatsApp and social inbox

What teams should expect from Meta and social conversations

This section explains WhatsApp, Meta inbox, and channel-specific behavior in the shared communication workflow.

Social conversations are usually shorter, noisier, and more repetitive than email. That makes fast triage and ownership even more important. The value of CRM is not just storing the message. The value is knowing whether the conversation led to a contact, follow-up, or opportunity.

If your team runs campaigns on Facebook or Instagram, define a simple rule for when a conversation becomes a real lead and when it should remain only a social inquiry.