# Profiles and your Flow inbox

> SkedX CRM and SkedX Flow share people: when someone messages you on WhatsApp, Instagram or web chat, Flow’s conversation links to a CRM profile, and the profile’s Conversations tab shows the same thread. Update a profile in either place and both stay in sync.

Product: SkedX CRM · Topic: Profiles · Draft — steps not yet re-verified in the live product

Your inbox and your CRM are two views of the same people. Here’s how they connect, so nothing is typed twice.

## Step 1: A new chat creates the link

When a new person messages you on WhatsApp, Instagram or web chat, SkedX connects the conversation to a profile — matching an existing one where it can.

## Step 2: See the chat from the profile

On the profile’s **Conversations** tab, the thread is the same one your team answers in SkedX Flow.

## Step 3: 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.

Videos and screenshots © 2026 SkedX, with sample data only. Share and link to them freely; copying the SkedX product or its design is not allowed. Terms: https://skode.ai/terms/

## Related guides
- What is a profile?: https://skode.ai/help/crm/profiles/what-is-a-profile/
- Reading a profile page: https://skode.ai/help/crm/profiles/the-profile-page/
- Call, email or WhatsApp someone from the list: https://skode.ai/help/crm/profiles/call-email-or-whatsapp-from-the-list/
- Set up your Inbox in SkedX CRM: channels, who becomes a record, the side panel, templates: https://skode.ai/help/crm/inbox/connect-your-inbox-in-skode-crm/
- Turn chats into records with “Chats as <profile>”: https://skode.ai/help/crm/inbox/turn-chats-into-records-with-chats-as-profile/

Source: https://skode.ai/help/crm/profiles/profiles-and-conversations/