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AI connector use case · Automations

Organise chats with tabs, labels and pins

Ask the AI to sort your chat list: make tabs for groups of customers, add WhatsApp labels and pin the chats you need today.

  • Reading on
  • Changes on
ORGANISE YOUR CHAT LIST: Make chat tabs; Add WhatsApp labels; Pin who matters today

The prompt

Copy this into Claude, ChatGPT or Gemini

Make a chat tab called "Wholesale" with Kamal, Dilan and Sara. Add the label "Paid" to Nimali's chat, and pin my 3 most recent order chats.

Change the names, times and amounts to your own.
  • Reading on: Switch on “Let Claude read my chats and orders” on the Claude tab of InboxCRM’s HTTP API window.
  • Changes on: Switch on “Let Claude change my InboxCRM (create, edit, delete)” on the same tab.

Step by step

How to do it

What you get: A chat list sorted the way you work, not just by the latest message.

  1. 1Switch on reading and changes in InboxCRM.
  2. 2Paste the prompt.
  3. 3The AI creates the tab, sets the label and pins the chats.
  4. 4Look above your chat list in WhatsApp Web to see the tab.

Tips

  • Unpin everything at the end of the day with one ask.
  • Creating labels needs WhatsApp Business.

Watch out

Taking chats out of a tab or deleting it shows a preview first.

Connector tools used:chat_tabslabelspinned_chats

Not connected yet?

Add one address to your AI app, sign in with your InboxCRM account and choose what it may read and change.

Set up the AI connector

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