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Inbound chat routing

CXGear’s product line is “run every conversation.” Voice dialler exists today; inbound chat routing (WhatsApp and similar) is designed as the messaging counterpart.

When a customer messages you:

  1. CXGear opens or continues a conversation under a project.
  2. A router assigns it to an available agent with capacity (open chats under their max).
  3. Agents work multiple chats in a dock UI and switch between them.
  4. Presence toggles (like dialler) control who receives new chats.

This is capacity-based inbound routing, not predictive dialling. Predictive dialling is outbound pacing; chat routing is inbound load balancing with sticky sessions.

  • Roles include conversations.agent and conversations.supervise.
  • WhatsApp channels and webhooks exist for messaging connectivity.
  • Full agent chat dock and router ship as the conversations module is built out.
  • Use Agent / Supervisor roles for desk staff.
  • Connect WhatsApp under Integrations.
  • Keep projects and metadata clean so conversations can attach to the right campaign.