WhatsBot - WhatsApp Marketing, Bot, Chat & AI Personal Assistant Module for Perfex CRM

Version 5.0.0 Released Click HERE to view the Changelog

New Features

Drip Campaigning: Automate template message sequences to nurture leads and engage customers over time with scheduled delivery.

Product Catalog Integration: Synchronize your WhatsApp product catalog with the CRM to manage products seamlessly and receive customer orders directly.

CRM Event Triggers: Automatically send pre-approved template messages triggered by key CRM events such as creation, update, or deletion.

Template Creation: Create and manage reusable message templates efficiently.

Agent Routing: Improve response times by automatically assigning incoming chats to the most appropriate agents based on configured rules.

Internal Notes: Enhance team collaboration by adding private internal notes within conversations that are only visible to staff.

Message Reactions: Better understand customer sentiment by receiving and displaying message reactions directly within conversation threads.

Location Request: Effortlessly collect customer locations through automated location request messages within the bot.

Contact Request: Share predefined contact details with customers or leads on demand using automated bot responses.

Catalog Request: Allow customers to explore your product offerings by requesting catalogs via trigger keywords.

Receive Contact Messages: Streamline lead management by handling and storing incoming shared contact details efficiently within the system.

Frequently Forwarded Indicator: Gain better context on incoming messages with indicators for content that has been frequently forwarded.

Typing Indicator: Create a more natural interaction experience by displaying a “typing…” status on the recipient’s device.

Auto-Reply Outside Business Hours: Maintain 24/7 engagement by automatically responding to messages received outside of configured business hours.

Improvements

Sidebar Menu: Refined sidebar navigation for improved usability and faster access to core module features.

Template Creation: Enhanced management interface for creating and organizing reusable message templates more efficiently.

Bug Fixes

WhatsApp Flow Templates: Resolved an issue where response previews for WhatsApp Flow templates were not displaying correctly.

Ensure you have the latest and greatest version to take full advantage of these improvements.

Note: This is not a standalone application. This is a plugin for PERFEX CRM. You have to install Perfex – Powerful Open Source CRM to use this module.

Brief Description:

Transform your customer engagement and revolutionize your communication strategies with the WhatsApp Marketing, Bot, and Chat Module for Perfex CRM. This innovative module is designed to seamlessly integrate with Perfex CRM, offering businesses an unparalleled suite of tools for marketing, automated customer interactions, and real-time support through WhatsApp.

Imagine a world where you can effortlessly reach your customers, provide instant responses, and manage all your interactions from a single, unified platform. This is more than just a module; it’s a transformative tool for your business.

Key Features:

Official WhatsApp Cloud API : Empower your business with the ability to send bulk messages to large groups using WhatsApp’s official Cloud API. Experience the ease and efficiency of controlling your messaging campaigns with just a few clicks.
Marketing Automated Messages : Never miss an opportunity to connect with your audience. Schedule and send automated greetings and away messages, ensuring that your communication is timely and personalized, even when you’re away.
Templates Management : Streamline your communication process with our robust template management feature. Create, save, and manage message templates directly from the WhatsBot dashboard, ensuring consistency and professionalism in every message you send.
Acquire New Lead Automatically : Transform incoming WhatsApp messages into potential leads effortlessly. Our automatic lead addition feature ensures that every interaction is captured and nurtured, helping you grow your customer base without extra effort.
Real-Time Notifications : Stay ahead of the curve with real-time WhatsApp notifications. Keep your audience informed about important updates, actions, or events instantly, fostering a sense of engagement and responsiveness.
Real-Time Chat Within Admin Area : Manage all your real-time chats directly from Perfex CRM’s admin area. This feature centralizes your communications, making it easier to track, respond, and engage with your clients in real-time.
Versatile Messaging : Break the monotony of plain text messages. Send images, attachments, videos, and voice messages to your clients and Leads providing a rich and engaging communication experience.
Status Updates for Messages : Monitor the impact of your communications with real-time status updates. Know exactly when your messages are sent, delivered, and read, allowing you to gauge effectiveness and plan follow-ups accordingly.
Forward Webhooks : Allows you to forward HTTP notifications from your module to other third-party Applications.
Campaign Targeted Messages : Amplify your marketing efforts with targeted bulk messaging campaigns. Send personalized greetings, offers, and updates to your audience, ensuring your messages hit the mark every time.
User-Friendly Interface : Navigate with ease through WhatsBot’s smooth and intuitive interface. Designed for users of all technical levels, it ensures that you can access and utilize all features without hassle.
Message Logs : Keep a comprehensive record of all your WhatsApp interactions. Detailed message logs provide a valuable resource for reference, analysis, and improving your troubleshooting strategies.
Lifetime Free Updates : Stay ahead of the game with lifelong free updates. Our commitment to continuous improvement means your system will always have the latest features and enhancements at no extra cost.
Assign Support Agents: Assign specific support agents to leads or customers for personalized assistance.
Multiple Trigger Keywords: Support for multiple trigger keywords for both the message bot and template bot,allowing more flexible automation.
Bot Clone Feature: Easily clone bots to streamline the setup of similar bots.
Delete Individual Chat: Delete individual chat messages for better chat management.
Welcome Message on Any Keyword: Send a welcome message when any specified keyword is detected.
Sound Notification on New Message: Receive a sound notification whenever a new message arrives.
Emoji Picker in Live Chat: Introduced an emoji picker to enhance user interaction during live chat sessions. Users can now easily access and use a wide variety of emojis to enrich their conversations.
AI Chat Feature: Added an AI-powered chat feature leveraging OpenAI’s capabilities. This feature includes functionalities such as sentence correction, grammar checking, professional reply generation, and language translation, providing users with powerful tools for effective and versatile communication.
Document Type Feature: Introduced a document type feature, allowing users to send and manage documents within the template bot, campaigns, and message bot, streamlining document-related workflows.
(New) Bulk Campaign Sending from CSV: Send bulk campaigns directly from a CSV file for efficient targeting without entering unnecessary lead entries in the database, avoiding unnecessary database entries.
(New) Canned Reply in Chat: Implemented canned replies in chat, enabling users to quickly respond to common inquiries with pre-set messages. This feature saves time and ensures consistent communication.
(New) Custom AI Prompts in Chat: Added the ability to create and use custom AI prompts within chat. This feature allows users to tailor AI responses to specific needs, providing more personalized and context-relevant interactions.
(New) Bot Flow Builder (beta & pre-build): Create and automate complex chat interactions effortlessly with the intuitive, drag-and-drop Bot Flow Builder, enabling seamless conversation design and automated responses.
(New) Dynamic Merge Field Support: Easily personalize messages by adding dynamic merge fields directly in the chat.
(New) inline message reply feature: allowing users to respond directly to specific messages within a conversation. This enhances communication clarity by providing context to replies, making conversations more organized and easier to follow

Who Can Use This Module ?

Small to Medium-Sized Enterprises (SMEs)
SMEs looking to enhance customer engagement, streamline communication processes, and automate marketing campaigns will find this module invaluable.
E-commerce Businesses
Online stores can use this module to send order confirmations and promotional offers directly to their customers via WhatsApp, ensuring timely and effective communication.
Customer Support Teams
Businesses with dedicated customer support teams can manage real-time chats, send automated responses, and ensure that all customer inquiries are addressed promptly.
Sales and Marketing Teams
Sales and marketing teams can use this module to run targeted marketing campaigns, manage leads efficiently, and keep potential customers engaged with personalized messages.
Service-Based Businesses
Service providers such as consultants, freelancers, and agencies can keep clients informed about project updates, meeting reminders, and other important notifications through WhatsApp.
Educational Institutions
Schools, colleges, and training centers can use this module to send announcements, event reminders, and updates to students and parents. Furthermore, Automate step-by-step enrollment guidance, deliver instant course details, and offer 24/7 inquiry support through integrated chat and automated responses.
Healthcare Providers
Clinics, hospitals, and wellness centers can communicate with patients about appointment reminders, and health tips via WhatsApp.