Worksheet

Shared inbox set-up sheet

A one-page worksheet in four blocks. The first lists the number, owner and verification status. The second is a table of users with role, queue and language. The third holds routing rules and the escalation timer. The fourth records after-hours text, leaver handover owner and the dry-run results.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “How to set up a shared WhatsApp inbox: roles, routing, hours”, www.gullysystem.com/blog/how-to-set-up-a-shared-whatsapp-inbox-roles-routing-hours