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Documentation Index

Fetch the complete documentation index at: https://help.sendocki.io/llms.txt

Use this file to discover all available pages before exploring further.

The Sendocki chat is your unified WhatsApp inbox: all your conversations, on all your connected numbers, in the same screen — with customer context within view.

Screen structure

The chat screen is divided into 3 columns:
3-column WhatsApp chat view
ColumnContentWhat it’s for
LeftList of conversationsChoose who to chat with
CenterThe conversationRead and write messages
RightCustomer panelSee who the customer is (orders, stats)

The conversation list (on the left)

  • Search by name or number
  • Filters: all / unread / assigned to me / no reply
  • Number selector: if you have several WhatsApp numbers connected, switch between them
  • Unread badge: number of pending messages on each conversation
Conversations automatically move up to the top of the list as soon as a new message arrives.

The conversation (in the center)

It’s the classic discussion screen:
  • History of exchanged messages
  • Attachments: images, videos, audios, documents
  • Quick reply from the input area at the bottom
  • Send Meta templates for “cold” conversations (outside the 24h window)
  • Insertion from the content library: send an already-stored image or document in one click
  • Internal notes on the conversation (invisible to the customer)

The 24-hour window

WhatsApp imposes a rule: you can only write freely to a customer in the 24h following their last message. Beyond that, you must use an approved Meta template. Sendocki warns you:
  • During the 24h window → everything works normally
  • When the window closes → a banner appears above the input area: “This conversation is closed. Use a template to re-engage.”
This rule comes from Meta, not from Sendocki. Sendocki automatically handles detection — you just need to choose a template when necessary.

The customer panel (on the right)

See Customer panel for details.

Working as a team on the same inbox

Several agents can handle conversations in parallel, without conflict. Some useful rules:
A conversation can be assigned to a specific agent (or left free). Practical to distribute work between confirmers or after-sales agents.
When an agent is composing a reply, their colleagues see it — to avoid double replies.
Notes added to a conversation are visible to the entire team, never to the customer. Useful for sharing context: “Customer already called yesterday, refuses product X”.
You see who replied, who created the order, who changed the pipeline stage from the conversation.

Quick actions from the conversation

From any conversation, you can in one click:
  • Create an order — see Create an order from chat
  • See the full customer card
  • Open a current order of the customer
  • Add an internal note
  • Reassign the conversation to another agent

What’s next?

Customer panel

The customer context to the right of the conversation

Create an order

Turn a conversation into an order