Organize your inbox

• Tabs

  Tabs are groupings of chats on your WhatsApp. Utilize this amazing tool to help tame the chaos on your WhatsApp! Types of Tabs There are 2 types of tabs: System Tabs and Custom Tabs. System Tabs These Tabs are predefined by Cooby which automatically categorizes chats based on their most recent attributes. Inbox - All chats that are not Closed, Snoozed, or Archived. Use this tab to focus on the most important chats. Starred - Chats that have been marked as **StarreSome readers

• Inbox Zero

  An overflowing WhatsApp. Distracting notifications all day long. The urgent burying of the important. Most of us have a WhatsApp that's overflowing with unread chats. It's stressful. It's disorganized. And it’s holding us back, letting our team down, and causing us to miss important opportunities. What if your WhatsApp looked like this every day: Feels much calmer, doesn’t it? This is whatSome readers

• Sort chats into Custom Tab

  Are you overwhelmed by managing multiple WhatsApp conversations and the constant struggle to stay organized? Keeping track of chats efficiently can be challenging, particularly with a large number of messages. In this article, we'll guide you through the straightforward process of adding and removing chats within custom tabs, tailored to your specific work scenario. Add contacts in bulk Click the three dots next to the tab you want to edit. ![](https://storage.crisp.chat/uSome readers

• Reminders

  Never forget again because you are now able to set reminders for anything and everything! Set follow-up reminders, response nudges, etc. The possibilities are endless with the Remind Me feature! How to set reminders: Select the conversation that you would want to set a follow-up reminder for. Click 3 dots next to this contact to access more actions. SelectFew readers

• Hide Tabs

  Customize your inbox according to exactly how you like it! You may hide tabs that you do not necessarily need or rearrange the positions of the tabs to what is convenient for you. How to hide/unhide tabs Head on over to the tab settings found on the upper right side of your screen. Select on the eye icon to hide the specific tab. ![](https://storage.crisFew readers

• Custom Tabs

  Create customizable tabs according to your needs and make workflows within seconds! Head on over to the tab settings found on the upper right side of your screen. Click on the + Create button. Choose either our recommended tab or create a custom one with your pFew readers

• Can I access team member's inboxes, tabs, or templates?

  Inbox access No, each account is an independent entity, and their inbox is solely dedicated to their specific WhatsApp number, in accordance with WhatsApp's privacy policy. If you have a WhatsApp number that belongs to the company and you want multiple agents to share the same inbox, you can create a SINGLE Cooby account and have everyone log in using the same account through the Cooby feature. Tab and template access Regarding Cooby's settings on WhatsApp Web, they are customizeFew readers

• Is there any difference between the Inbox Tab and the All Tab?

  The All tab displays all your conversations, regardless of any actions taken, and does not remove them. As its name suggests, it shows everything. On the other hand, the Inbox tab is designed for quick chat triage and achieving inbox zero. You can remove chats from this tab by clicking Close, Snooze, or Archive. But don't worry, if you receive a new message from the same contact, the chat will reappear in this tab. Using the Close, Snooze, and Archive features, achieving inbox zero onFew readers

• Set Tab emoji

  Add emojis to tab names for more visual direction. Additionally, you can choose to display icons instead of text on your contacts. How to change tab emoji Head on over to the tab settings found on the upper right side of your screen. Click on the pencil icon to edit the tab. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318Few readers

• Mark all chats as read

  Efficiency and organization are key in managing your WhatsApp conversations, and Cooby makes it even easier with the mark all chats as read feature. With just a few clicks, you can streamline your chat list and ensure that you stay up to date with your messages. Say goodbye to the clutter of unread chats, and say hello to a more organized and productive messaging experience. Click the 3 dots next to the tab you want to mark as all read. ![](https://storage.crisp.chat/users/helpdesFew readers

• Can I use the WhatsApp Business label as a Cooby tab?

  No, we do not support the integration of WhatsApp Business labels and Cooby tabs at this moment. While we continually strive to enhance our services and features, this specific integration is not currently available. Our development team is always exploring ways to improve the Cooby platform and add new functionalities based on user feedback and evolving industry trends. We appreciate your interest, and we encourage you to stay updated with our latest updates and announcements as we work towardFew readers

• Rename Tabs

  Rename all the custom tabs you've created to align with your workflow and needs. Click on the 3 dots next to the tab you want to edit. Select Rename and click it. Type the name you want and choose an icon. ![](https://storage.crisp.chat/users/helFew readers

• Reorder Tabs

  Rearrange your tabs on your navigation bar and only display the tabs that suit your workflow better. Two ways of rearranging tabs Within the tab settings, click and drag the three-lined icon to your position of choice. Click on the tab and rearrange it to your position of choice. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800Few readers

• Mark all chats as closed

  In the world of managing WhatsApp conversations, keeping things organized and efficient is essential. It's a game-changer for anyone looking to clear their chat list, declutter their workspace, and create a sense of completion in their daily messaging tasks. Click the 3 dots next to the tab you want to mark as all read. Select Mark all as closed and click it.Few readers

Show more articles

Manage contacts & follow-ups

• Contact Card

  Always know who you are talking to on WhatsApp with Cooby. Now, there is no need for you to save the contact on your mobile-first for the name to appear. Open chat with the unsaved number. Hover over the contact number and click on the drop-down button. Click on the pencil icon to rename the contact. ![](https://storage.crisp.chat/users/helpdesk/websitFew readers

• Notes

  Never lose important information ever again because you are now able to jot down notes right where the conversation happens! Select and open the conversation that you want to take notes of. Click 3 dots next to this contact to access more actions. Select Notes and click it. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb03188Few readers

Message at scale

• Template

  From now on, you may send recurring messages with a single click. Best part? You can make them personalized with variables so your customers would not even suspect that they're templates! How to create templates Open Cooby Extension Click on the Templates icon found on the navigation bar Create new templates by clicking on the "+" ![](https://stoFew readers

• Broadcast

  Say goodbye to sending a message one by one to a list of contacts. You may now safely bulk send messages through Cooby's Broadcast Message feature without the fear of getting your account blocked by WhatsApp. ⚠️ Do not overuse this feature so you do not risk your account being blocked by WhatsApp. To do so, simply follow the steps below: Hover over the tab that you wish to send a broadcast message to Click on the 3 dots. ![](https://storage.crisp.chat/users/helpdSome readers

• Chat with non-contact

  Discover the simple steps to initiate a chat with unsaved contacts effortlessly. Learn how to effectively engage with individuals who are not yet added to your contact list, expanding your communication possibilities. Click on Chat with a non-contact or use the shortcut ⌘+Ctrl+U. Select the country code and enter the phone number. ![](https://storage.crisp.cFew readers

• Import Contacts

  Gone are the days when you'd have to save contacts to your mobile one by one first for them to be accessible on WhatsApp Web. You may bulk import unsaved contacts with a simple click! Do not overuse this feature so you do not risk your account being blocked by WhatsApp! Look for the import icon found above the chat list. Upload a CSV file of contact numbers with thePopular

• Export Contacts

  Have a backup of your entire WhatsApp contact list in just a click with the Export Contacts as CSV feature! To export your contacts, simply follow the steps below: Hover over the tab of your choice Click on the 3 dots beside tab name Select Export contacts as CSV ![](https://storage.crisp.chat/users/helpdesk/website/-/a/7/7/6/a776868fb0318800/2_1ry6a59.png =Few readers

• Am I able to send a broadcast message with a photo?

  Yes, Cooby now supports multimedia files for template messages as well as broadcasting. Please note there are two limitations to consider when attaching templates: The file size cannot exceed 20MB. You can attach a maximum of 5 files. Read more: Broadcast We hope this document helps you better understand how Cooby works. For any concerns or questions, kindly email us at support@cooby.co 💜Few readers

• Is it possible to add more custom variables to my template message?

  No, currently we only support using the WhatsApp name or display name as a variable in template messages. However, I'm happy to inform you that expanding the range of custom variables available for template messages is already on our product roadmap. We understand the importance of personalization and flexibility in messaging, and we're actively working to provide you with more options in the future. Your feedback and feature requests are highly valuable to us, and we're committed to continuallFew readers

• Can I schedule message on WhatsApp via Cooby?

  No, currently we do not support the scheduling of messages on WhatsApp through Cooby. However, we're pleased to inform you that this feature is already on our product roadmap. We understand the importance of scheduling messages for user convenience and efficient communication. Our development team is actively working to bring this functionality to Cooby in a future update. We appreciate your patience and continued support as we strive to enhance your messaging experience with Cooby. We hope thFew readers