Wrap
Shared inbox, contacts, deals and reports.
Inbox
One queue for WhatsApp, email and web forms.
- Wrap's homeSee on one screen what needs attention today, read yesterday's recap and ask Wrap.
- The inboxWhatsApp, Instagram, email and web forms in one queue, with filters and statuses.
- The conversationReply, react and change the thread's status without leaving the conversation.
- The composerReplying, attaching, inserting templates and assets, signing, and scheduling.
- Messaging windowsWhen you can write freely and when you have to use a template.
- Assignment and statusWho answers what, how the work is dealt out, and what each status means.
- Who sees a conversationShare a conversation with whoever needs it, and understand why one reaches you or does not.
- Saved repliesInsert the texts your team repeats every day, with a slash and a shortcut.
- Drafts and scheduled sendsPick up a new message you left half-written, or give it a departure time and let Wrap send it.
- AssetsThe team library: links, PDFs, images and video ready to send.
- Follow-upsPut a date and a time on what you owe a person, with a note that explains it.
- Writing firstStarting a conversation from scratch, which channels allow it, and why WhatsApp asks for consent.
- Ask WrapWrap's AI assistant, what it knows and what it can do for you.
- Suggestions in a conversationSave a detail, create a deal or move one along, straight from what the customer wrote.
- A day in the inboxWork a conversation from end to end, from arriving to closed.
Contacts and companies
Who is who, how they group, and what is kept about them.
- ContactsThe people list, how Wrap creates records on its own, and what you do in bulk.
- A contact's recordEverything you know about a person, across three tabs, with the full history.
- IdentitiesKeep every email, phone number and account of a person on one record.
- CompaniesGroup the contacts from one organisation, with their domain, tax id and custom fields.
- TagsTag contacts by any criterion you like, to filter, segment and build audiences.
- Custom fieldsCreate your own boxes on contacts and companies when the standard model is not enough.
- Duplicates and mergesJoin two records of the same person into one, and decide which data survives.
- Importing and exportingUpload contacts from a CSV, with the columns Wrap understands and what the file you download carries.
- Marketing consentWho agreed to receive broadcasts, the three ways to ask, and why the filter cannot be skipped.
- Flow linksSaying that a Wrap contact or company is the same party as a Flow partner.
Deals
The sales pipeline, its stages and its currency.
- The pipelineDrag each deal from stage to stage until you win it or lose it.
- A deal recordChange a deal's value, stage and close date, and read the history of how it got there.
- Pipeline stagesCreate the board's columns, order them, and close deals with Won and Lost.
- CurrenciesRecord a deal in another currency and keep totalling the pipeline in the base one.
- Saved viewsSave the filter combination you use daily and share it with the team.
- From an enquiry to a saleHow a conversation becomes a deal and ends up as an invoice.
Channels
How messages come in and go out.
- ChannelsThe accounts messages arrive on and go out from: WhatsApp, Instagram, email and forms.
- WhatsAppConnect a WhatsApp Business number on your own credentials, and protect what Meta measures.
- Connecting WhatsApp, step by stepFrom an empty Meta account to a message landing in the inbox. Five values you copy and two you paste.
- WhatsApp templatesWrite to a customer outside the 24-hour window with a message Meta approved in advance.
- InstagramReceiving and answering direct messages from a professional account.
- EmailForwarding a support mailbox into Wrap and replying from the inbox.
- Web formsTake enquiries from your site straight into the inbox, through a public endpoint.
- Business hoursThe days and times the team answers, and WhatsApp's auto-reply outside them.
- BroadcastsSending a WhatsApp template to a segment of contacts who opted in.
Reports
Volume, response times, funnel and team activity.
- ReportsAnswer seven business questions with one period picker and one set of reading rules.
- Response timesHow long the team takes to first reply, and how often it misses the target.
- VolumeMeasure how much work comes in and how much goes out, by day and by channel.
- FunnelThe pipeline's state, what was won and lost, and which channel the money comes from.
- Agent activityMessages sent and conversations closed per person, plus what they hold open now.
- Contacts by sourceWhere new contacts come from, and how many of them opt into marketing.
- Lost reasonsWhy deals are lost, and how much money leaves with each reason.
- SegmentsFind out which customer group brings you the most contacts and the most money, by tag or by a custom field.
Settings
What you set once and everyone works with.
- Wrap's workspace settingsSet the business hours, the response target, the permissions and how the channels behave across all of Wrap.
- The response targetSet how many hours you have to reply, and let Wrap flag what is urgent and alert you before a breach.
- Member permissionsThe three things an admin decides whether members may do.
- Your signatureWrite your rich signature and its plain-text version, and decide when Wrap appends it.