Messaging Channels - Complete Guide

Messaging Channels in Yobi consolidates all your messaging platforms into a unified inbox, ensuring seamless communication across multiple channels.

Messaging Channels in Yobi consolidates all your messaging platforms into a unified inbox, ensuring seamless communication across multiple channels. With omnichannel support across phone, website, email, and social media channels like Facebook, Instagram, and Twitter, Yobi ensures you never miss a customer message, regardless of the platform they use to reach you.

1

Supported Messaging Platforms

SMS/Text Messaging

Text messaging is integrated directly with your Yobi phone number, allowing you to send and receive text messages without leaving the platform. This feature provides:

  • Unified SMS inbox alongside other messaging channels
  • Text message history and conversation threading
  • AI-powered features for message management

Social Media Messaging

Facebook Messenger

Connect your Facebook Page to Yobi to manage all Facebook Messenger conversations in one place. This integration allows you to:

  • Respond to messages from your Facebook Page
  • Access full conversation history
  • Manage multiple Facebook Pages if needed

Instagram Direct Messages

Instagram DMs integration brings your Instagram business conversations into Yobi's unified inbox, enabling:

  • Direct message management from Instagram business profiles
  • Seamless response to customer inquiries
  • Conversation tracking and history

Twitter Direct Messages

Twitter DMs integration allows you to:

  • Manage direct messages from your Twitter business account
  • Respond to customer inquiries sent via Twitter
  • Track all Twitter conversations in one place

WhatsApp Business

WhatsApp integration enables you to connect your WhatsApp Business account with Yobi, bringing WhatsApp conversations into your unified messaging platform.

2

Key Features

Unified Inbox

All messaging channels converge into a single, organized inbox where you can:

  • View messages from all platforms in one location
  • Switch between different channel conversations seamlessly
  • Maintain context across all customer interactions

AI-Powered Assistance

Yobi's AI teammates can help manage messaging across all channels by:

  • Responding promptly to messages on all platforms
  • Learning from your communication patterns
  • Providing consistent responses across channels

Always-On Availability

With Yobi's messaging channels, your business maintains:

  • 24/7 message reception across all platforms
  • Automated responses when team members are unavailable
  • Continuous customer engagement without interruption
3

Setting Up Messaging Channels

Connecting Your Accounts

Each messaging platform requires its own connection process:

  • Facebook:Connect your Facebook Page through the integrations menu
  • Instagram:Link your Instagram business profile
  • Twitter:Connect your Twitter account for DM access
  • WhatsApp:Set up your WhatsApp Business connection

Managing Multiple Channels

Yobi allows you to:

  • Add and manage multiple inboxes for different brands or departments
  • Assign team members to specific channels
  • Set up routing rules for incoming messages
4

Workflow Integration

Team Collaboration

  • Share conversations with team members
  • Add internal notes to messages
  • Transfer conversations between agents
  • Collaborate on responses before sending

Message Management

  • Archive completed conversations
  • Search across all messaging channels
  • Filter messages by platform, status, or assigned agent
  • Track response times and conversation metrics
5

Advanced Features

Scheduling Messages

Plan and schedule messages to be sent at optimal times across different platforms, ensuring your communications reach customers when they're most likely to engage.

Publishing Posts

Beyond direct messaging, Yobi enables you to publish posts across your connected social media channels, maintaining a consistent brand presence.

Text Reformulation

Use AI-powered text reformulation to:

  • Enhance message clarity and tone
  • Adjust communication style for different audiences
  • Ensure professional and engaging responses
  • Choose different personas (CEO, sales, customer service) for appropriate tone

Translation

Break down language barriers with built-in translation features, allowing you to communicate with customers in their preferred language across all messaging channels.

Snippets

Create and use message templates (snippets) for:

  • Common responses and FAQs
  • Standardized greetings and closings
  • Product information and support solutions
  • Quick insertion into any conversation
6

Best Practices

Response Time Management

  • Set up notifications to alert team members of new messages
  • Use Do Not Disturb settings when needed
  • Configure business hours for each channel
  • Set expectations with automated responses

Consistency Across Channels

  • Maintain unified brand voice across all platforms
  • Use snippets for consistent messaging
  • Train AI teammates on your communication standards
  • Regular review of conversation quality

Channel-Specific Considerations

  • Respect platform-specific communication norms
  • Adjust message length for different platforms
  • Use appropriate media formats for each channel
  • Understand each platform's features and limitations
7

Mobile Access

Access all messaging channels on the go with Yobi's mobile apps:

  • Available for both Android and iOS devices
  • Full messaging functionality on mobile
  • Real-time notifications for new messages
  • Seamless sync between desktop and mobile

Messaging Channels transforms how your business handles customer communications by bringing all conversations into one intelligent, AI-enhanced platform, ensuring no message goes unanswered and every customer receives timely, professional responses.

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