Version 1.4.2 Released (7th-NOV-2024) Click HERE to view the Changelog
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 with the ultimate WhatsApp Marketing, Bot, and Chat Module for Perfex CRM! Seamlessly integrate WhatsBot into your Perfex CRM setup to revolutionize your communication strategies. This powerful module offers businesses a comprehensive suite of tools designed for WhatsApp marketing, AI-driven customer interactions, and real-time support—all from one unified platform.
Imagine effortlessly reaching your customers, delivering instant responses, and managing every conversation in one place. With WhatsBot, you can automate your marketing, streamline customer support, and enhance lead generation—all with the power of WhatsApp integration. It’s more than just a module; it’s the game-changer your business needs to boost productivity and customer satisfaction.
Key Features:
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Marketing Features
- Official WhatsApp Cloud API: Leverage WhatsApp’s official Cloud API to send bulk messages to large groups effortlessly. Control your messaging campaigns with just a few clicks, maximizing your marketing reach.
- Campaign Targeted Messages: Supercharge your marketing with personalized bulk campaigns. Send targeted greetings, offers, and updates to the right audience, ensuring higher engagement and conversion rates.
- Bulk Campaign Sending from CSV: Easily upload CSV files to launch bulk campaigns, streamlining your outreach without adding unnecessary entries to your database.
- Dynamic Merge Field Support: Personalize each message with dynamic merged fields, making your communication more relevant and engaging to your audience.
- Marketing Automated Messages: Automate your greetings and away messages to ensure timely and personalized customer engagement even when you’re not available.
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Customer Support Features
- Real-Time Chat Within Admin Area: Manage all your WhatsApp conversations directly from Perfex CRM’s admin area, simplifying client interactions and response tracking.
- Assign Support Agents: Assign specific support agents to leads or customers for more personalized and effective assistance, improving customer satisfaction.
- Canned Reply in Chat: Quickly respond to common inquiries with pre-set messages to save time and maintain a consistent communication standard.
- AI Chat Feature: Utilize AI-powered chat capabilities like grammar correction, professional response generation, and language translation to provide more accurate and engaging customer support.
- Emoji Picker in Live Chat: Enhance live chat interactions with a built-in emoji picker, making conversations more lively and expressive.
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Automation and Bot Features
- Bot Flow Builder (Pre-build): Design complex chat interactions with a drag-and-drop interface that automates responses, saving time and creating a seamless customer journey.
- Multiple Trigger Keywords: Set up various trigger keywords for bots to handle different scenarios, making your automated interactions more flexible and responsive.
- Bot Clone Feature: Quickly replicate bots to streamline the creation of similar workflows, reducing setup time.
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Lead Management and CRM Integration
- Acquire New Leads Automatically: Convert incoming WhatsApp messages into potential leads instantly, ensuring that no interaction goes unnoticed or un-tracked.
- Templates Management: Create, save, and manage message templates directly from the WhatsBot dashboard to keep your communication consistent and professional.
- Real-Time Notifications: Keep your audience engaged with instant updates and alerts about actions or events, making your business more responsive.
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Enhanced Communication Capabilities
- Versatile Messaging: Send images, videos, attachments, and voice messages to engage your customers with a richer communication experience.
- Inline Message Reply Feature: Respond directly to specific messages within a conversation for clearer and more organized communication.
- Sound Notification on New Message: Receive sound alerts for new incoming messages, ensuring you never miss an important interaction.
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Operational Efficiency and Performance
- Message Logs: Access detailed logs of all your WhatsApp interactions for easy reference, analysis, and strategy optimization.
- Forward Webhooks: Seamlessly integrate with third-party applications by forwarding HTTP notifications from your module.
- Document Type Feature: Manage and send documents within campaigns and chat bots, streamlining your workflow for document-based interactions.
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User Experience Enhancements
- User-Friendly Interface: Navigate through WhatsBot’s intuitive dashboard with ease, designed for users of all technical levels.
- Custom AI Prompts in Chat: Tailor AI responses to suit specific customer needs, enabling more personalized interactions.
- Lifetime Free Updates: Enjoy lifetime access to new features and improvements at no extra cost, ensuring that your software always stays cutting-edge.
Who Can Use This Module ?
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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.
Screenshots:
Powerful Bot Flow Builder (pre-build)
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 through CSV
Installation :
Our online documentation will help you upload and activate the module inside Perfex CRM.
Questions/Support
We have a dedicated support center for all of your support needs. It includes our Online documentation and Support Ticket system for any questions you have. We usually get back to you within 12–24 hours.
Change Log
Version 1.4.2 Patch Version Released (7th-Nov-2024)
- Improvement : Added support for Perfex CRM 3.2.0.
- Improvement : PHP 8.3 fixes and PHP 8.4 compatibility enhancements.
- Fixed : Resolved an issue where the chat screen sometimes returned a 419 HTTP error on Firefox.
Version 1.4.2
- Added :Enhance chat filters – adding options like search by chat content, relation type, message type, source, status and customer tags for more efficient management and tracking of conversations. This will help users quickly find relevant chats based on specific criteria.
- Fixed :Fixed line break display issue in chat messages on desktop to preserve message formatting.
- Improvement :Enhanced chat loading performance for a smoother user experience
Version 1.4.1
- Fix :Mobile Number Format Recognition – Resolved an issue where certain mobile number formats were not recognized as valid, improving compatibility across various regional formats
- Fix :Last Message Issue in Chat – Addressed a problem where the last message was not being displayed properly in the chat interface
- Improvement :Improved Compatibility with SaaS Module – ensuring that the WhatsBot module now functions seamlessly in multi-tenant environments (Whatsbot Extended License is required & proper configuration of Saas Module is required).
Version 1.4.0
- New feature :Responsive Chat Layout – The chat interface has been redesigned to be fully responsive, providing an optimal user experience across devices, including mobile, tablet, and desktop.
- New feature :Dark Mode in Chat – Users can now toggle between light and dark modes for chat, offering a more comfortable experience, especially in low-light environments.
- Improvement :Flow Builder New Layout – The Flow Builder has a new, intuitive layout designed for smoother workflow creation and better usability.
- New feature :Real-Time Chat Notification & Quick Response – Real-time notifications and quick reply options have been added, allowing for faster and more efficient responses to incoming messages.
- New feature :New feature : Multi-Language Support – The chat interface now supports multiple languages, enabling users to communicate in their preferred language seamlessly.
- New feature :New feature : Line Break Support in Chat – Users can now add line breaks in their messages for improved readability and message structuring.
- Fix :Button Validation Issue in Bulk Campaign – Resolved an issue where button validation failed during bulk campaigns, ensuring smoother campaign execution.
- Fix :Canned Reply Permission Issue for Admin – Fixed a permission issue that prevented admins from using canned replies, restoring full functionality.
- Fix :Flow Auto Assign Issue on Node Deletion – Addressed a bug where flow assignments were automatically reconfigured when a node was deleted, ensuring correct flow configurations.
- Improvement :Revamped chat feature with Pusher – Completely revamped chat feature with Pusher and WebSocket for faster messaging, plus performance optimizations for a smoother chat experience.
- Note :Pusher configuration is required to use the chat feature. Without proper Pusher setup, the chat feature will not function as expected.
Version 1.3.2
New Features
- Auto Delete Chat History Added the ability to automatically delete chat history, helping maintain privacy and declutter conversations.
- Campaign Lead Filter by Source & Status Introduced lead filtering in campaigns based on both source and status for more precise targeting.
- Campaign Contacts Filter by Group Added the ability to filter campaign contacts by group, improving segmentation and campaign focus.
- WhatsBot API Support This version introduces support for the WhatsBot API. Version 1.3.2 is now the minimum requirement to run the WhatsBot API, enabling seamless integration with external systems.
Improvements
- Bot Flow Builder Multiple Node Auto Assign Issue Resolved an issue where multiple nodes in the Bot Flow Builder were being auto-assigned incorrectly.
- Multiple Keyword Save Issue Fixed an issue where multiple keywords were not being saved correctly in bot configurations.
Version 1.3.1 (Patch version) 12th-sept-2024
Improvements & Bug Fixes
- Merge-field Parsing Issue: Fixed an issue with mergefield parsing in the chat area, ensuring accurate data display.
- Permissions Issue: Resolved permission issues for non-admin users, allowing proper access to features.
- Chat Layout: Made minor adjustments to the chat layout for improved user experience.
- Bot Flow Builder: Implemented minor fixes and improvements to enhance the Bot Flow Builder’s functionality.
Latest Version 1.3.0 Released on 12th-sept-2024
Click HERE to view the Changelog
Improvements & Bug Fixes
- New Chat Layout: Introduced a revamped chat layout, enhancing user experience with a more intuitive and visually appealing interface. The new design improves navigation and accessibility during conversations.
New Features
- Bulk Campaign Sending through CSV: Send bulk campaigns directly from a CSV file for efficient targeting without entering unnecessary lead entries in the database, avoiding unnecessary database entries.
- 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.
- 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.
- 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
Version 1.2.0
Improvements & Bug Fixes
- Exception Handling: Added handling for missing template permissions in the meta account.
- Message Bot Display: Resolved display issues in live chat.
- File Upload: Fixed errors caused by spaces in filenames.
- Client Merge Fields: Corrected merge field issues in the message bot.
- Template Bot Replies: Fixed bot triggering via button replies.
- Webhook Resend: Implemented dynamic request types.
- Templates Table: Enhanced to display template header format.
- Chat Layout: Updated colors to distinguish contacts and leads.
- 12-Hour Time Format: Fixed chat time display to 12-hour format.
- Time-Based Alert: Added alerts for 24-hour timeouts based on timezone.
- Chat Redirection: Fixed chat redirection issue with duplicate phone numbers.
- Campaign Messages: Resolved display issues for multiple contacts in campaigns.
New Features
- 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.
Version 1.1.0
- 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.
Latest Version 1.0.1
- Improved Compatibility: Enhanced integration with third-party modules for a more seamless user experience.
- Fixed Audio Recording Issue: Resolved the issue where audio notes recording was not working in certain browsers on the interactive chat screen.
- Activity Log Management: Added an option to delete or clear individual activity log entries for better log management.
- General Enhancements:Various optimizations and enhancements to ensure overall stability and performance of the plugin.
Version 1.0
Notes:
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