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Documentation Index

Fetch the complete documentation index at: https://help.asistian.com/llms.txt

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Asistian’s unified inbox connects your WhatsApp, Facebook Messenger, and Instagram accounts into one place, giving your whole team a clear view of every customer interaction — without switching between apps or devices.

Supported channels

WhatsApp

Connect one or more WhatsApp Business numbers using Meta’s official API. Your phone keeps working as normal.

Facebook Messenger

Receive and reply to Messenger conversations from your Facebook business pages.

Instagram Direct

Handle Instagram DMs and story replies alongside your other channels.

Key capabilities

Custom inboxes and stages

Organize conversations by creating inboxes that match your business workflow — for example, separate inboxes for sales, support, or each branch location. Within each inbox, define custom stages (such as New, In Progress, or Closed) so every conversation has a clear status at a glance.

Labels and tags

Apply labels to conversations to categorize them by topic, product, urgency, or any criteria that matters to your team. Labels make it easy to filter and find related conversations quickly.

Internal notes

Leave private notes inside a conversation that are visible only to your team. Use notes to hand off context to a colleague, flag an issue, or record information that shouldn’t be sent to the customer.

Quick-reply templates

Save frequently used responses as templates and insert them with a single click. Templates keep replies consistent and help your team respond faster, especially during busy periods.

Conversation assignment

Assign any conversation to a specific team member so it’s clear who is responsible. Managers can reassign conversations as workloads shift or escalations arise. Use the sidebar to switch between inboxes and browse conversations by stage or label. The search bar at the top lets you find any contact or conversation by keyword. Filters let you narrow the list by channel, assigned agent, label, or date range.
Create a custom stage called “Waiting for reply” so no conversation gets buried. When a customer goes quiet after your last message, move them to that stage and set a reminder to follow up — your team will always know which leads need attention.

Getting started

1

Connect your channels

Go to Settings → Channels and follow the guided setup to link your WhatsApp, Facebook, and Instagram accounts.
2

Create your inboxes

In Settings → Inboxes, add inboxes that match your teams or workflows and define the stages you want to track.
3

Invite your team

Add team members under Settings → Team so they can be assigned conversations. See Team Management for details.
4

Set up labels and templates

Create labels and quick-reply templates in Settings to help your team work consistently from day one.