WhatsBot Chat Feature - Streamline Conversations 💬 ​

Manage customer conversations efficiently with WhatsBot's chat feature, designed for seamless integration within Perfex CRM.

Features Overview ​

1. From: Your Registered Phone Number

   • Displays the phone number used for the conversation. Essential for identifying the source of communication in multi-number setups.

2. Contact Dropdown

   • Manage chats across multiple registered phone numbers. Switch seamlessly between numbers for different conversations.

3. Search Bar

   • Find contacts or specific messages easily using the search bar. Supports searching by message text, contact name, or phone number for faster navigation.

4. Contact List

   • Shows all recent chats and the latest messages. Clicking a contact opens the respective chat window for continued conversation.

5. Contact Details

   • Displays the name and additional details of the contact (lead or customer). Hover over the name to view the phone number for quick identification.

6. Reply Time Reminder

   • Indicates the remaining time to respond to a contact's message, following the 24-hour messaging window policy set by Meta.

7. Message Input Box

   • Compose messages here. Supports dynamic merge fields by typing '@' (e.g., {staff_firstname}) and using Shift + Enter for new lines.

8. AI-Enhanced Messaging

   • Use AI tools to:
     • Correct grammar.
     • Translate messages.
     • Change tone or simplify the text.
     • Apply custom prompts to enhance communication.

9. Emoji Picker

   • Add emojis to your messages for more expressive communication.

10. Attachment Options

    • Share images, videos, or document files directly through the chat window. Useful for sending visual aids, reports, or multimedia content.

11. Canned Replies

    • Quickly respond to common queries using pre-saved canned replies. Saves time and ensures consistent responses.

12. Voice Messages

    • Record and send voice messages directly in the chat. Ideal for quick and detailed verbal communication.

13. Editable Contact Name

    • Edit contact or lead details directly by clicking the name in the chat header.

14. Support Agent Assignment

    • Assign multiple employees to a specific chat. Only assigned agents can access the chat for improved management.

15. Advanced Filters

    • Filter chats by:
      • Relation Type: Leads or Contacts.
      • Leads: Further filter by status or source.
      • Contacts: Filter by group tags.

16. Dynamic Labels

    • Displays labels based on the relation type:
      • Leads: Shows lead status and source.
      • Contacts: Displays associated groups.

17. Dark/Light Mode Toggle

    • Switch between dark mode and light mode for better visibility and user preference.

• Optimized for Real-Time Communication: Integrated within Perfex CRM for managing conversations without leaving the admin interface.

• User-Centric Design: All features are designed to enhance productivity and customer interaction efficiency.