TAM Inbox

How TAM Inbox works

A complete, step-by-step guide - from creating your account to automating the conversations that don’t need a person at all. Use the menu on the left to jump straight to what you need.

Create your account

Free 7-day trial - no card required

Company name
Work email
Password
Start free trial

Welcome to TAM Inbox 🎉

Your trial is active - 7 days left

✓Account created
2Connect a WhatsApp number
STEP 01

Sign up for an account

Create a TAM Inbox account with your company name, work email, and a password - you land straight in a working 7-day free trial, no card required and nothing to configure before you can start connecting a number.

WhatsApp Business Accounts

+ Connect WhatsApp number

2 of 5 connected on your Pro plan

Support Line

Disconnect

+1 555 787 6944

CONNECTED
business.facebook.com/signup

Connect your WhatsApp Business Account

  • ✓ Send and receive messages securely
  • ✓ Register your business number
  • ✓ Verify with a one-time PIN
CancelContinue
STEP 02

Connect your WhatsApp Business number

Connect a WhatsApp Business Account through Meta's official Embedded Signup flow - no manual API setup, no waiting on developer approval. You can connect more than one number under the same account as you grow.

Team

  • Jamie Carter

    jamie@yourcompany.com

    ADMIN

  • Morgan Lee

    morgan@yourcompany.com

    AGENT

  • Riley Patel

    riley@yourcompany.com

    AGENT

Pending invitation

taylor@yourcompany.comAGENT

Invite by email

name@company.com
Agent
Invite
STEP 03

Invite your team

Bring in teammates by email with Admin or Agent roles. Everyone gets their own login pointed at the same shared number - no more passing one phone around or forwarding screenshots to hand off a conversation.

+ New chat
Search by name or number
AllUnreadFavourites
MC

Maria Chen

Today

via +1 808-201-7504

Perfect, see you then!

DO

David Okafor

Today

via +1 555-827-3775

Can I get a refund on order #4482?

Needs human2
+5

+1 555 019 2244

Yesterday

via +1 555-827-3775

Handing over to human

SM

Sofia Martins

Monday

via +1 555-787-6944

Thank you so much!

AT

Alex Turner

Saturday

via +1 808-201-7504

Do you ship internationally?

1
PN

Priya Nair

Friday

via +1 555-787-6944

Sounds good, thanks

MC

Maria Chen

+1 555 044 8821 · via +1 808-201-7504

Bot is handling this conversationTake over
Hi, is my order ready for pickup?

via N8N Bot

Yes! Order #4471 is ready - come by anytime before 6pm.
Perfect, see you then!
STEP 04

Reply together from one inbox (Conversations)

Every conversation lands in one shared inbox in real time. Assign a conversation to a teammate, see who's already replying, and take over instantly from a bot or automation the moment a customer needs a real person.

Lists & Notes

VIP CustomersFollow upPending payment
Note: Bot handed off - customer asking about a refund
Hi Ahmed, I can help with that refund right away.
Ahmed added to VIP Customers
STEP 05

Organize contacts and leave notes

Group contacts into colored, filterable lists - VIPs, follow-ups, pending payments - and leave a note in a conversation for the next teammate who picks it up. Every handoff and assignment is timestamped in the history.

Templates

Built in TAM Inbox

  • order_confirmation

    UTILITY

    APPROVED

  • delivery_update

    UTILITY

    APPROVED

  • september_promo

    MARKETING

    PENDING

Preview - what your customer sees

Hi Sarah, your order #48213 has shipped and will arrive by Friday.

9:41 AM ✓✓
+ New template
STEP 06

Build and submit message templates

Write, edit, and submit WhatsApp templates for Meta's approval without ever opening Meta Business Manager. See approval status at a glance, and preview exactly what a customer will see with their own details filled in.

September promo

Completed

september_promo → VIP Customers · 254 recipients

248

Sent

231

Delivered

176

Read

6

Failed

  • Ahmed R.9:41 AMREAD
  • Fatima K.9:40 AMDELIVERED
  • Lucas M.9:40 AMSENT
  • Priya S.#131 - Recipient not on WhatsAppFAILED
STEP 07

Send broadcast campaigns

Pick a contact list and an approved template, personalize it per recipient, and send to everyone at once - with live Sent, Delivered, and Read counts, and errors called out per contact so nothing silently fails.

flow_feedback

PUBLISHED
  • Screen 1
  • Screen 2
flow_feedback

Provide your feedback

Would you like to visit us again

Yes
No
Continue
STEP 08

Build interactive WhatsApp Flows

Create multi-screen forms - questions, dropdowns, checkboxes, date pickers - that open right inside a WhatsApp conversation. Preview the whole flow interactively before publishing, then attach it to a template or send it directly.

Order support triage

PUBLISHED
⚡Trigger: message contains “refund”
❓Ask: order number → save as order_id
🔀If order_id is empty

If true

💬 Ask again politely

If else

🤝 Hand off to a human

Live in the inbox

via Automation: Order support triagehanded off to human
STEP 09

Automate with the no-code Automation Builder

Define real logic without writing anything: send a message, ask a question and validate the reply (email, phone, date, a fixed list, or your own pattern), branch on if/else or a multi-way switch, wait for the customer's next reply, and hand off to a human - all visible live in the same shared inbox. Import a ready-made automation from the built-in library to start from a working draft instead of a blank canvas, trigger a run from your own systems via a webhook URL, call an external API or another automation as a step, or drop in an AI Agent step (Claude or OpenAI) that can call your other steps as tools on its own and pause mid-conversation for a reply before continuing - a different, separately-configured capability from Meta's own hosted AI Agent below.

+1 808-201-7504

Active

Meta AI Agent

Meta’s own hosted AI answers customers directly on this number, grounded in your catalog, FAQs, and website.

Do you have the blue jacket in size M?
Yes! It’s in stock - want me to hold one for you?
Meta’s AI agent handed the conversation to a human
STEP 10

Let Meta's own AI Agent take the first reply

Turn on Meta's hosted Business AI Agent per number, grounded in your own catalog, FAQs, and website. It answers what it can and hands the conversation straight back to your team the moment a customer needs a person.

Webhook forwarder

Every message this number receives is also sent to your own URL.

https://your-automation.com/webhook/...
Save

Message API

Give this key to an automation tool so it can send messages that show up right in your inbox.

Active key: whk_9f2a3b1c••••••••••••••••

Regenerate key
curl -X POST https://your-app.com/api/external/messages \
  -H "X-Api-Key: whk_..." \
  -d '{"to":"1555...","body":"Hi!","sentByLabel":"via Bot"}'
STEP 11

Connect your CRM and automation tools (Integrations)

Forward every inbound message to your own webhook and send messages back through a scoped API key - wire WhatsApp into HubSpot, Salesforce, n8n, or whatever you already run, on top of everything built in above.

📷
💬
📧
🎵
🗓️
⚙️
W

Home Screen

W

Alex Morgan

Hi, is my order ready for pickup?

now
STEP 12

Install TAM Inbox as an app and get notified

Open Conversations on your phone and add TAM Inbox to your Home Screen - it opens full-screen like a real app, no browser address bar. Turn on notifications from the banner at the top and you'll get a native alert the moment a customer messages you, even with the app closed. On Android this works right away; on iPhone, add it to the Home Screen first (iOS 16.4+), then enable notifications from there - a plain Safari tab can't do it. Signed-in on a desktop browser too? An unread-count badge shows up on the taskbar/dock icon there as well.

Ready to set your team up?

Every step above is available on a free trial - connect a number and see it working with your own conversations.

Start free trial