Using Cooby | Cooby Help Center

Workspace

Workspace
Cooby Workspace is the control area for you to invite members, manage subscriptions and configure integrations. Members in the same Workspace will share access to the same features and billing plan. I just signed up, how do I join my colleague's Workspace? Integration Center Cooby offers 2 native CRM Integrations: HubSpot and Salesforce. If you use a different CRM, you can utilize Cooby's Zapier Integration or CustoSome readers

Inbox productivity

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
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
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
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/uFew 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
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
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
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
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
Schedule Events
You are now able to easily schedule events with anyone you wish! Integrate your Google Calendar to create an event right within WhatsApp in just a few clicks! Open the conversation with whomever you wish to schedule an event for. Click 3 dots next to this contact to access more actions. Select Schedule event and click it. ![](https://storage.crisp.chaFew 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
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
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

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