Here’s how they connect, so nothing is typed twice.
In review: written from the product, not yet walked through live.
1A 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.
2See the chat from the profile
On the profile’s Conversations tab, the thread is the same one your team answers in SkedX Flow.
3See 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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