Skode CRM
Profiles and your Flow inbox
How a chat becomes a profile, and where each side shows up.
In review4 min · for all roles
These steps were written from the product itself but haven’t been walked through in the live app yet — so a button name may differ. We mark a guide verified only after a person has done every step on the date shown.
Your inbox and your CRM are two views of the same people. Here’s how they connect, so nothing is typed twice.
A new chat creates the link
When a new person messages you on WhatsApp, Instagram or web chat, Skode connects the conversation to a profile — matching an existing one where it can.
See the chat from the profile
On the profile’s Conversations tab, the thread is the same one your team answers in Skode Flow.
See the profile from the chat
In Flow’s inbox, the person’s panel shows their CRM details — tags, owner, fields — right beside the conversation.
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