Multi-Channel Inbox & Agent Workspace

Scaled Zoko’s inbox from a single-agent chat tool to a multi-agent, multi-channel workspace supporting real-time collaboration.

The Problem

The existing inbox was not designed for scale.

- Difficult to access core sections like All Chats, Overview, and Stores

- Fragmented navigation across features

- Limited visibility of incoming and pending conversations

- Inefficient for multi-agent workflows and high-volume usage

Key Insights

Through conversations with sales and support teams:

Agents frequently missed or delayed responses due to poor visibility

Users relied on manual tracking to manage important conversations

Teams struggled to organise chats across different workflows

Switching between stores and views required unnecessary effort

The core issue was not lack of features, but lack of visibility and control.

Design Principle

We prioritised visibility and operational clarity over minimal visual design.

User testing showed that in high-volume environments, users prefer:

1) Seeing more information upfront

2) Quick access to actions

3) Fewer navigation steps

Design Decisions

Sidebar Structure: Making the System Always Accessible

Introduced a persistent sidebar to surface core sections like chats, views, stores, and custom inboxes.

Why:

Users struggled to access key areas due to fragmented navigation.

Impact:

Improved visibility and reduced navigation effort across workflows.



3-Column Layout: Separating Context Clearly

Designed a 3-column layout: conversation list, active chat, and customer context.

Why:

Agents needed to view, act, and understand context without switching screens.

Impact:

Enabled faster responses and better decision-making.



Profile Panel: Bringing Context Inline

Added a dedicated panel for customer details, tags, and order history.

Why:

Agents previously had to switch screens to access this information.

Impact:

Improved efficiency by keeping all relevant context within the conversation view.



Agent View Switching: Supporting Team Workflows

Enabled switching between personal and team views for managing conversations.

Why:

Teams needed visibility across shared workloads.

Impact:

Improved collaboration and workload distribution.



Custom Inboxes: Workflow-Based Organisation

Allowed users to create custom inboxes based on their workflow.

Why:

Teams needed flexibility to organise chats by sales, support, or campaigns.

Impact:

Reduced manual filtering and improved conversation management.



Visual Showcase

Before → After

old new

The inbox evolved from a simple chat interface to a structured, scalable workspace supporting multiple agents and workflows.

- Improved navigation through persistent sidebar

- Clear separation of conversations and context

- Enhanced visibility of incoming chats

Impact

Operational Improvements

- Enabled faster response times through improved chat visibility

- Reduced missed and delayed conversations

- Improved chat assignment and handling across agents

Workflow Efficiency

- Increased adoption of custom inboxes for workflow-based organisations

- Simplified switching between stores and agent views

- Improved efficiency in assigning and managing conversations

Business Impact

- Supported the onboarding of more SMEs through simplified operations

- Increased number of conversations handled and resolved

- Improved team productivity in high-volume environments

What I Learned

1) Visibility > Minimalism in Operational Tools

Minimal interfaces don’t always improve usability.

Users working in high-volume environments prefer visibility and control.

2) Scaling Changes the Nature of the Problem

What works for small teams breaks at scale.

Designing for growth must be intentional from the start.

3) Design is About Workflow, Not Screens

The real challenge was designing how teams operate, not just how the interface looks.

4) Constraints Drive Better Decisions

Working within WhatsApp API limitations helped prioritise what truly matters in the product.

5) Real Insights Come from Operations Teams

Sales and support teams provided the most valuable insights into real user problems.

This redesign transformed the inbox into a scalable operational system, enabling teams to manage high-volume conversations with greater speed, clarity, and coordination.

Let's build thoughtful, scalable products.

Open to senior IC and design leadership roles where I can simplify complexity and ship impactful experiences.

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