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

Version 4.0.0 Released Click
HERE to view the Changelog

New Features

• eCommerce Webhook Support: Connect any eCommerce platform using webhooks and send real-time WhatsApp notifications (orders, payments, shipping, etc.) via WhatsBot.
• Opt-in/Opt-out Support: Added user opt-in and opt-out management for better compliance and user control.

Improvements

• Chat Optimization: Enhanced chat performance for faster message handling and smoother interactions.
• Settings Layout Update: Redesigned settings layout for better usability and clearer navigation.
• AI Assistant Enhancements: Completely redesigned AI Assistant with full integration to OpenAI (OpenAI key is required).
  • Requires an OpenAI API key with proper permissions to function.
  • Delivers highly accurate responses based on your prompts and instructions.
  • Offers smoother and more intelligent interactions.

Bug Fixes

• AI Dropdown Layout Fix: Resolved a layout issue affecting the AI Assistant dropdown UI.
• Random Module Deactivation: Fixed a critical bug that caused modules to randomly deactivate unexpectedly.

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.

Screenshots:

Connect Account

Message bot

Template Bot

Acquire New Lead Automatically & Forward Webhook

Load Templates

Activity Log

Integreted Chat within Admin Area

Campaign

Dashboard

Bot Flow Builder (pre-build)

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 4.0.0 Released

New Features

• eCommerce Webhook Support: Connect any eCommerce platform using webhooks and send real-time WhatsApp notifications (orders, payments, shipping, etc.) via WhatsBot.
• Opt-in/Opt-out Support: Added user opt-in and opt-out management for better compliance and user control.

Improvements

• Chat Optimization: Enhanced chat performance for faster message handling and smoother interactions.
• Settings Layout Update: Redesigned settings layout for better usability and clearer navigation.
• AI Assistant Enhancements: Completely redesigned AI Assistant with full integration to OpenAI (OpenAI key is required).
  • Requires an OpenAI API key with proper permissions to function.
  • Delivers highly accurate responses based on your prompts and instructions.
  • Offers smoother and more intelligent interactions.

Bug Fixes

• AI Dropdown Layout Fix: Resolved a layout issue affecting the AI Assistant dropdown UI.
• Random Module Deactivation: Fixed a critical bug that caused modules to randomly deactivate unexpectedly.

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

• Initial version

Notes:

CONSIDERING PURCHASING OUR ITEM? Please view our support section, documentation, for important notes
and questions.