Business problems
One phone, many admins waiting their turn
When the business number lives on a single phone, admins have to take turns, chats get missed at shift changes, and nobody knows who replied to what. Move conversations to a shared inbox without changing your number.
Common causes
- The business number is connected to only one device.
- No account per staff member.
- No chat assignment.
The impact
- Chats get missed when the phone changes hands.
- Customer history is scattered across several phones.
- Hard to assess each admin's performance.
Common mistakes
What often makes this problem come back
Changing numbers for a new app
A number your customers already know is an asset. Connect that same number as a linked device.
Using one shared account
A shared account leaves no clear record of who did what. Invite each admin with their own email.
Verbal handovers
A note like "please pick up where I left off" is easily lost. Write an internal note in the chat, then transfer it to the next admin.
Mass sending from a newly connected number
New numbers are more likely to be restricted. Hold off on mass sends at first and watch the number's health score.
How to solve it
Fix it step by step in Conex Bisnis
Menu names match the business.conex.chat dashboard (in Indonesian). Steps marked Pro require the Pro plan.
- 1
Connect your business WhatsApp number in Integrasi › Kanal chat (Integrations › Chat channels) with a QR scan or an 8-letter code. Free for up to 2 numbers.
- 2
Invite each admin in Tim & Peran (Team & Roles) so they sign in with their own account.
- 3
Choose the right role for each admin.
- 4
Use chat transfers and internal notes for shift handovers.
- 5
Pro Automatically assign new chats to admins who are currently active.
7-day plan
One small step every day
One step a day so it's easy to roll out with your team. Day one can start on the Free plan.
- Day 1
Connect a number
In Integrasi › Kanal chat (Integrations › Chat channels), connect your business WhatsApp number by scanning a QR code or using an 8-character code.
- Day 2
Invite your team
Invite each admin by email in Tim & Peran (Team & Roles).
- Day 3
Set access rights
Choose the Admin or Staff role, and decide who can reply to chats and quotes.
- Day 4
Assign chats
Make sure every chat has an owner, then have admins work from the Tugas saya (My tasks) tab.
- Day 5
Shift handovers
Before a shift ends, write an internal note and transfer any unfinished chats.
- Day 6
Watch number health
Check the number's health score on the Integrasi (Integrations) page every day during the first week.
- Day 7
Assign chats automatically Pro
Turn on round-robin or least-busy assignment for admins on duty.
- After that
Move on to the next problem
Keep the habits that work, then pick another problem you still feel.
Business check-up
Features used
Learn about the feature
Omnichannel
Conex Chat, WhatsApp, Telegram & website Live Chat in one inbox.
Learn more FreeProRoles & permissions
Owner, Admin, Supervisor, staff, and custom roles (Pro).
Learn more ProChat assignment & teams
Chats assigned automatically by rotation or by workload (Pro).
Learn more FreeLabels, notes & reminders
Inbox tools: labels, statuses, internal notes, quick replies, reminders.
Learn moreBefore vs after
What changes
Free vs Pro
Features for this problem by plan
Free No time limit
Pro Everything in Free, plus
Good to know
- Mass sendingBroadcasts over a QR-linked WhatsApp number go out gradually, with pauses and a daily limit, to keep the number safe. For high volumes, the official WhatsApp API is coming soon.
- ChannelsOfficial WhatsApp API, Instagram DM, and Messenger are coming soon. For now, WhatsApp connects by scanning a QR code.
FAQ
Questions about this problem
Do I have to change my WhatsApp number?
No. The number your customers already know is connected by scanning a QR code.
Can I still use the business phone?
Yes. The connection uses WhatsApp's linked devices feature, so the WhatsApp app on the phone keeps working.
How many numbers can I connect?
Up to 2 numbers on the Free plan, and more on Pro.
See also
Related solutions & problems
Just scan a QR code, free for up to 2 numbers. Official API coming soon.
See solution TeamsCustomer service
Shared inbox, chat assignment, notes, and AI Suggestions.
See solution Business sizeSmall business with a team
Staff & roles, chat assignment, pipeline, broadcasts, Bos AI.
See solutionChats pile up & replies are slow
Customers wait a long time because chats come in faster than you can reply.
See how to fix itFix this problem starting today
Register for free with your WhatsApp number, then follow the 7-day plan above.