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Pebbles Ai answers

How do you manage WhatsApp sales chats beside email?

You manage WhatsApp sales chats beside email by connecting WhatsApp to Socialbox in Pebbles Ai, while Smartbox holds your Gmail or Outlook mail in the same workspace. WhatsApp in Socialbox is chats only: follow-ups with attachments, pin, mute and archive, and a Send from picker when several accounts are connected. You write every message; the assistants do not use WhatsApp.

  • How-to
  • By the Pebbles Ai team
  • Updated
  • 3 min read
The short answer

Key takeaways

  • WhatsApp chats sit in the Socialbox Inbox; email stays in Smartbox, so the two are side by side, not merged.
  • WhatsApp is chats only: no network, posts or search.
  • The Send from picker chooses which connected account a new message goes out from.
  • There is no Write with AI in Socialbox, and the assistants and campaign builder do not use WhatsApp.
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Can you keep WhatsApp and email in one place

You can keep WhatsApp and email in one workspace, though not in one merged thread. WhatsApp chats live in the Socialbox Inbox beside LinkedIn, Instagram and Telegram, while Gmail and Outlook mail lives in Smartbox, the app beside it.

In practice that means one tab for a buyer's whole conversation, switching between the two apps rather than between two products. The email thread still holds the formal record, such as the proposal and the contract, while WhatsApp carries the quick back-and-forth.

How do you use WhatsApp for B2B sales follow-ups

Use WhatsApp for B2B follow-ups when the buyer has offered it, typically at the end of a meeting with a line such as message me on WhatsApp. It suits short, time-sensitive exchanges: confirming who joins the next call, sending the deck as an attachment, or answering one question before an internal meeting.

Keep anything a buyer will need to forward internally in email. A WhatsApp message is easy to read on a phone and hard to share with a procurement team, so send the summary by email and use the chat to say it has arrived.

Which account does a new WhatsApp message go from

A new message goes from the account you pick in the Send from picker, which matters when you connect more than one. A seller with a work number and a regional number, for example, can keep each buyer on the number they first used.

Choose deliberately, so each buyer keeps hearing from the account they first used. Rename chats after the company and pin the live deals, so the right conversation is at the top when the buyer writes back.

What does WhatsApp in Socialbox leave out

WhatsApp in Socialbox leaves out everything beyond chats: there are no network tools, posts or search for WhatsApp. Socialbox has no Write with AI, personalities or scheduling, and messages are spaced out to keep your account safe.

The assistants and the campaign builder do not read, draft into or send through WhatsApp. If you want help with wording, ask an assistant in a chat for the text and paste it into WhatsApp yourself.

Step by step

How to set up WhatsApp sales chats in Socialbox

Connect each WhatsApp account once, then run your chats from Socialbox.

  1. Open Settings, go to Social accounts and connect WhatsApp through the hosted sign-in.
  2. Open Socialbox, go to Chats and check your WhatsApp conversations in the Inbox.
  3. Start a new conversation with New message and pick the account in Send from.
  4. Pin live deal chats, mute noisy ones and archive chats when a deal closes.
  5. Send anything the buyer must share internally by email from Smartbox, and use WhatsApp to point them to it.
From answer to product

Where Pebbles Ai fits

Clear answers

Common questions

Can the assistants send WhatsApp messages for me?

No. The assistants and the campaign builder do not use WhatsApp; you write and send every message in Socialbox.

Can I send files over WhatsApp from Socialbox?

Yes. Socialbox chats support attachments, so you can send a deck or a document in the conversation.

Are WhatsApp chats and emails merged into one thread?

No. WhatsApp stays in Socialbox and email in Smartbox, side by side in the same workspace.

About this page. Written by the Pebbles Ai team for people who run sales, marketing and growth. Last updated .

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