WhatsBot – WhatsApp Marketing, Bot & Chat Module for Perfex CRM
Version 1.4.1 Released Click HERE to view the Changelog
Note: This just isn’t a standalone software. This is a plugin for PERFEX CRM. You have to put in Perfex – Powerful Open Source CRM to make use of this module.
Brief Description:
Transform your buyer engagement with the last word WhatsApp Marketing, Bot, and Chat Module for Perfex CRM! Seamlessly combine WhatsBot into your Perfex CRM setup to revolutionize your communication methods. This highly effective module gives companies a complete suite of instruments designed for WhatsApp advertising, AI-pushed buyer interactions, and actual-time assist—all from one unified platform.
Imagine effortlessly reaching your prospects, delivering on the spot responses, and managing each dialog in a single place. With WhatsBot, you possibly can automate your advertising, streamline buyer assist, and improve lead era—all with the facility of WhatsApp integration. It’s greater than only a module; it’s the sport-changer your small business wants to spice up productiveness and buyer satisfaction.
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Key Features:
- Marketing Features
- Official WhatsApp Cloud API: Leverage WhatsApp’s official Cloud API to ship bulk messages to massive teams effortlessly. Control your messaging campaigns with just some clicks, maximizing your advertising attain.
- Campaign Targeted Messages: Supercharge your advertising with personalised bulk campaigns. Send focused greetings, gives, and updates to the best viewers, guaranteeing increased engagement and conversion charges.
- Bulk Campaign Sending from CSV: Easily add CSV recordsdata to launch bulk campaigns, streamlining your outreach with out including pointless entries to your database.
- Dynamic Merge Field Support: Personalize every message with dynamic merged fields, making your communication extra related and fascinating to your viewers.
- Marketing Automated Messages: Automate your greetings and away messages to make sure well timed and personalised buyer engagement even while you’re not obtainable.
- Customer Support Features
- Real-Time Chat Within Admin Area: Manage all of your WhatsApp conversations straight from Perfex CRM’s admin space, simplifying consumer interactions and response monitoring.
- Assign Support Agents: Assign particular assist brokers to leads or prospects for extra personalised and efficient help, bettering buyer satisfaction.
- Canned Reply in Chat: Quickly reply to widespread inquiries with pre-set messages to avoid wasting time and preserve a constant communication normal.
- AI Chat Feature: Utilize AI-powered chat capabilities like grammar correction, skilled response era, and language translation to supply extra correct and fascinating buyer assist.
- Emoji Picker in Live Chat: Enhance dwell chat interactions with a constructed-in emoji picker, making conversations extra full of life and expressive.
- Automation and Bot Features
- Bot Flow Builder (Pre-build): Design complicated chat interactions with a drag-and-drop interface that automates responses, saving time and making a seamless buyer journey.
- Multiple Trigger Keywords: Set up numerous set off key phrases for bots to deal with totally different situations, making your automated interactions extra versatile and responsive.
- Bot Clone Feature: Quickly replicate bots to streamline the creation of comparable workflows, lowering setup time.
- Lead Management and CRM Integration
- Acquire New Leads Automatically: Convert incoming WhatsApp messages into potential leads immediately, guaranteeing that no interplay goes unnoticed or un-tracked.
- Templates Management: Create, save, and handle message templates straight from the WhatsBot dashboard to maintain your communication constant {and professional}.
- Real-Time Notifications: Keep your viewers engaged with on the spot updates and alerts about actions or occasions, making your small business extra responsive.
- Enhanced Communication Capabilities
- Versatile Messaging: Send photos, movies, attachments, and voice messages to interact your prospects with a richer communication expertise.
- Inline Message Reply Feature: Respond on to particular messages inside a dialog for clearer and extra organized communication.
- Sound Notification on New Message: Receive sound alerts for new incoming messages, guaranteeing you by no means miss an essential interplay.
- Operational Efficiency and Performance
- Message Logs: Access detailed logs of all of your WhatsApp interactions for simple reference, evaluation, and technique optimization.
- Forward Webhooks: Seamlessly combine with third-get together functions by forwarding HTTP notifications out of your module.
- Document Type Feature: Manage and ship paperwork inside campaigns and chat bots, streamlining your workflow for doc-based mostly interactions.
User Experience Enhancements
- User-Friendly Interface: Navigate by means of WhatsBot’s intuitive dashboard with ease, designed for customers of all technical ranges.
- Custom AI Prompts in Chat: Tailor AI responses to go well with particular buyer wants, enabling extra personalised interactions.
- Lifetime Free Updates: Enjoy lifetime entry to new options and enhancements at no further price, guaranteeing that your software program all the time stays slicing-edge.
Who Can Use This Module ?
- Small to Medium-Sized Enterprises (SMEs)
SMEs trying to improve buyer engagement, streamline communication processes, and automate advertising campaigns will discover this module invaluable. - E-commerce Businesses
Online shops can use this module to ship order confirmations and promotional gives on to their prospects by way of WhatsApp, guaranteeing well timed and efficient communication. - Customer Support Teams
Businesses with devoted buyer assist groups can handle actual-time chats, ship automated responses, and make sure that all buyer inquiries are addressed promptly. - Sales and Marketing Teams
Sales and advertising groups can use this module to run focused advertising campaigns, handle leads effectively, and maintain potential prospects engaged with personalised messages. - Service-Based Businesses
Service suppliers akin to consultants, freelancers, and businesses can maintain purchasers knowledgeable about undertaking updates, assembly reminders, and different essential notifications by means of WhatsApp. - Educational Institutions
Schools, faculties, and coaching facilities can use this module to ship bulletins, occasion reminders, and updates to college students and fogeys. Furthermore, Automate step-by-step enrollment steerage, ship on the spot course particulars, and provide 24/7 inquiry assist by means of built-in chat and automatic responses. - Healthcare Providers
Clinics, hospitals, and wellness facilities can talk with sufferers about appointment reminders, and well being ideas by way of WhatsApp.
Screenshots:
Powerful Bot Flow Builder (pre-construct)
Connect Account
Message bot
Template Bot
Acquire New Lead Automatically, Forward Webhook & OpenAI Integration
Load Templates
Activity Log
Integreted Chat with OpenAI Prompt
Campaign
Dashboard
Canned Reply & Custom AI Prompts
Run Campaign by means of CSV
Installation :
Our on-line documentation will allow you to add and activate the module inside Perfex CRM.
Questions/Support
We have a devoted assist middle for all your assist wants. It contains our Online documentation and Support Ticket system for any questions you might have. We often get again to you inside 12–24 hours.
Change Log
Version 1.4.1 Released
- Fix :Mobile Number Format Recognition – Resolved a problem the place sure cellular quantity codecs weren’t acknowledged as legitimate, bettering compatibility throughout numerous regional codecs
- Fix :Last Message Issue in Chat – Addressed an issue the place the final message was not being displayed correctly within the chat interface
- Improvement :Improved Compatibility with SaaS Module – guaranteeing that the WhatsBot module now capabilities seamlessly in multi-tenant environments (Whatsbot Extended License is required & correct configuration of Saas Module is required).
Version 1.4.0
- New characteristic :Responsive Chat Layout – The chat interface has been redesigned to be totally responsive, offering an optimum person expertise throughout gadgets, together with cellular, pill, and desktop.
- New characteristic :Dark Mode in Chat – Users can now toggle between mild and darkish modes for chat, providing a extra snug expertise, particularly in low-mild environments.
- Improvement :Flow Builder New Layout – The Flow Builder has a brand new, intuitive structure designed for smoother workflow creation and higher usability.
- New characteristic :Real-Time Chat Notification & Quick Response – Real-time notifications and fast reply choices have been added, permitting for sooner and extra environment friendly responses to incoming messages.
- New characteristic :New characteristic : Multi-Language Support – The chat interface now helps a number of languages, enabling customers to speak of their most well-liked language seamlessly.
- New characteristic :New characteristic : Line Break Support in Chat – Users can now add line breaks of their messages for improved readability and message structuring.
- Fix :Button Validation Issue in Bulk Campaign – Resolved a problem the place button validation failed throughout bulk campaigns, guaranteeing smoother marketing campaign execution.
- Fix :Canned Reply Permission Issue for Admin – Fixed a permission difficulty that prevented admins from utilizing canned replies, restoring full performance.
- Fix :Flow Auto Assign Issue on Node Deletion – Addressed a bug the place circulate assignments have been robotically reconfigured when a node was deleted, guaranteeing appropriate circulate configurations.
- Improvement :Revamped chat characteristic with Pusher – Completely revamped chat characteristic with Pusher and WebSocket for sooner messaging, plus efficiency optimizations for a smoother chat expertise.
- Note :Pusher configuration is required to make use of the chat characteristic. Without correct Pusher setup, the chat characteristic is not going to operate as anticipated.
Version 1.3.2
New Features
- Auto Delete Chat History Added the power to robotically delete chat historical past, serving to preserve privateness and declutter conversations.
- Campaign Lead Filter by Source & Status Introduced lead filtering in campaigns based mostly on each supply and standing for extra exact focusing on.
- Campaign Contacts Filter by Group Added the power to filter marketing campaign contacts by group, bettering segmentation and marketing campaign focus.
- WhatsBot API Support This model introduces assist for the WhatsBot API. Version 1.3.2 is now the minimal requirement to run the WhatsBot API, enabling seamless integration with exterior programs.
Improvements
- Bot Flow Builder Multiple Node Auto Assign Issue Resolved a problem the place a number of nodes within the Bot Flow Builder have been being auto-assigned incorrectly.
- Multiple Keyword Save Issue Fixed a problem the place a number of key phrases weren’t being saved appropriately in bot configurations.
Version 1.3.1 (Patch model) twelfth-sept-2024
Improvements & Bug Fixes
- Merge-field Parsing Issue: Fixed a problem with mergefield parsing within the chat space, guaranteeing correct knowledge show.
- Permissions Issue: Resolved permission points for non-admin customers, permitting correct entry to options.
- Chat Layout: Made minor changes to the chat structure for improved person expertise.
- Bot Flow Builder: Implemented minor fixes and enhancements to reinforce the Bot Flow Builder’s performance.
Latest Version 1.3.0 Released on twelfth-sept-2024
Click HERE to view the Changelog
Improvements & Bug Fixes
- New Chat Layout: Introduced a revamped chat structure, enhancing person expertise with a extra intuitive and visually interesting interface. The new design improves navigation and accessibility throughout conversations.
New Features
- Bulk Campaign Sending by means of CSV: Send bulk campaigns straight from a CSV file for environment friendly focusing on with out getting into pointless lead entries within the database, avoiding pointless database entries.
- Canned Reply in Chat: Implemented canned replies in chat, enabling customers to shortly reply to widespread inquiries with pre-set messages. This characteristic saves time and ensures constant communication.
- Custom AI Prompts in Chat: Added the power to create and use customized AI prompts inside chat. This characteristic permits customers to tailor AI responses to particular wants, offering extra personalised and context-related interactions.
- Bot Flow Builder (beta & pre-construct): Create and automate complicated chat interactions effortlessly with the intuitive, drag-and-drop Bot Flow Builder, enabling seamless dialog design and automatic responses.
- (New) Dynamic Merge Field Support: Easily personalize messages by including dynamic merge fields straight within the chat.
- (New) inline message reply characteristic: permitting customers to reply on to particular messages inside a dialog. This enhances communication readability by offering context to replies, making conversations extra organized and simpler to comply with
Version 1.2.0
Improvements & Bug Fixes
- Exception Handling: Added dealing with for lacking template permissions within the meta account.
- Message Bot Display: Resolved show points in dwell chat.
- File Upload: Fixed errors brought on by areas in filenames.
- Client Merge Fields: Corrected merge area points within the message bot.
- Template Bot Replies: Fixed bot triggering by way of button replies.
- Webhook Resend: Implemented dynamic request varieties.
- Templates Table: Enhanced to show template header format.
- Chat Layout: Updated colours to tell apart contacts and leads.
- 12-Hour Time Format: Fixed chat time show to 12-hour format.
- Time-Based Alert: Added alerts for 24-hour timeouts based mostly on timezone.
- Chat Redirection: Fixed chat redirection difficulty with duplicate cellphone numbers.
- Campaign Messages: Resolved show points for a number of contacts in campaigns.
New Features
- Emoji Picker in Live Chat: Introduced an emoji picker to reinforce person interplay throughout dwell chat periods. Users can now simply entry and use all kinds of emojis to complement their conversations.
- AI Chat Feature: Added an AI-powered chat characteristic leveraging OpenAI’s capabilities. This characteristic contains functionalities akin to sentence correction, grammar checking, skilled reply era, and language translation, offering customers with highly effective instruments for efficient and versatile communication.
- Document Type Feature: Introduced a doc sort characteristic, permitting customers to ship and handle paperwork throughout the template bot, campaigns, and message bot, streamlining doc-associated workflows.
Version 1.1.0
- Assign Support Agents: Assign particular assist brokers to leads or prospects for personalised help.
- Multiple Trigger Keywords: Support for a number of set off key phrases for each the message bot and template bot, permitting extra versatile automation.
- Bot Clone Feature: Easily clone bots to streamline the setup of comparable bots.
- Delete Individual Chat: Delete particular person chat messages for higher chat administration.
- Welcome Message on Any Keyword: Send a welcome message when any specified key phrase is detected.
- Sound Notification on New Message: Receive a sound notification at any time when a brand new message arrives.
Latest Version 1.0.1
- Improved Compatibility: Enhanced integration with third-get together modules for a extra seamless person expertise.
- Fixed Audio Recording Issue: Resolved the difficulty the place audio notes recording was not working in sure browsers on the interactive chat display.
- Activity Log Management: Added an choice to delete or clear particular person exercise log entries for higher log administration.
- General Enhancements:Various optimizations and enhancements to make sure general stability and efficiency of the plugin.
Version 1.0
- Initial model
Notes:
CONSIDERING PURCHASING OUR ITEM? Please view our assist part, documentation, for essential notes and questions.
