This decision applies to WhatsApp. Instagram and Webchat are complementary entry points: their conversations land in the same inbox and follow the same AI agent, team, and transfer logic.
Why one number cannot see the other
Each WhatsApp number is a channel with its own conversations. If a customer talked to sales on number A and later contacts after-sales on number B, whoever answers on B cannot see the conversation on A. The deal, however, belongs to the contact: whoever receives the deal sees the stage history and the notes, even when serving from another number.Comparison
How it works with a single number
1
The AI agent triages
Link an AI agent to the channel. It understands the subject, handles routine questions, and uses the Transfer to Team skill to route each case to the right area, with a summary note.Hybrid service →
2
One team per area
Create a team for each area (for example, Sales, Finance, Legal). Choose one of them as the channel’s Default Team and link the same channel to the others through each team’s Channels tab.Create and configure teams →
3
Transfer with context
When the subject moves to another area, leave an internal note and transfer the conversation to the right team. The customer stays on the same number.Transfer a conversation →
4
Derive the deal
If the process also moves to another area, mark the deal as won and let derivation create the copy in the next area’s Pipeline.Deal derivation between Pipelines →
When more than one number makes sense
- The same customer often has two or more processes running at the same time, with different areas replying in parallel.
- An area needs its own number for legal or security reasons.
- Operations under different brands that the customer should not associate with each other.