# Shared Team Inbox — working brief

Agents who will answer, by count, and their roles (agent, supervisor, admin):
Coverage hours and shift pattern (days, start and end times, handover times):
WhatsApp numbers to connect, and where each runs today (WhatsApp Business app, API, another provider):
Other channels in scope (Instagram DM, Facebook Messenger, web widget):
Average and peak daily conversations per channel:
Assignment rule for new chats (round robin, by topic, by number, manual claim):
What each role may see or do (channels, payment chats, exports, settings):
Messages your team sends first (order updates, reminders, follow-ups) and the templates they need:
Bot first replies or bot-to-agent handoff (yes/no, which questions):
Systems the inbox must read from or write to (CRM, order system, helpdesk):
Onboarding help wanted (number migration, role setup, agent training), in hours:
Pilot acceptance tests (longest time a chat may sit unowned, double replies allowed, handoff history):

Blank template. Do not publish completed briefs containing confidential data.