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Settings 🛠

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Acquire New Lead Automatically

When user sends any WhatsApp message first time, it will automatically generates a lead and streamline your lead generation process.

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Stop bots

The Stop Bot feature allows users to temporarily pause automated responses by sending a predefined keyword. Once triggered, the bot stops replying to that user and remains inactive for the configured duration. After the specified time has passed, the bot does not restart automatically in the background; instead, it resumes only when the user sends a new message, at which point the system reactivates the bot.

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Forward Webhooks

This Feature allows you to forward HTTP notifications from the WhatsApp Business Platform to other Third-party Application.

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Webbooks Receive

The Webhook Receive feature allows WhatsBot to receive real-time data from external platforms like WooCommerce. This enables you to automate messages based on events such as order creation, status updates, and more.

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1. Webhook Name

Provide a name to identify the webhook.

2. Webhook Request Secret

Add a secret key for security validation (optional but recommended).

3. Delivery URL (Webhook URL)

Use this URL in your WooCommerce webhook settings.

Webhook Payload Data

The Webhook Payload Data section displays the actual data received from external platforms (such as WooCommerce) whenever a webhook is triggered. It presents the response in a structured and readable format, allowing you to easily explore all available fields like order details, customer information, status, and more. Each key can be quickly copied and used as a dynamic variable in Message Bot or Template Bot, enabling you to create automated, personalized messages based on real-time event data.

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Support Agent

This Feature allows you to restrict chat permissions to support agents, automatically assign leads to them, and enable admins to reassign chats if needed.

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Notification Sound

This Feature allows you to enable or disable WhatsApp chat notification sounds to stay informed about incoming messages.

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CRM Event Triggers

The CRM Triggers feature allows you to automatically send WhatsApp template messages when specific CRM events occur, enabling seamless and timely automated communication.

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Drip Campaign

The Drip Campaign Batch Limit setting controls how many messages are sent in a single batch during a drip campaign. This helps manage system load and ensures messages are delivered gradually instead of all at once, improving performance and avoiding sending limits.

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Agent Routing

The Agent Routing feature automatically assigns new conversations or support requests to staff members based on the selected routing method. You can choose to assign chats manually, route them to the lead/contact assignee, distribute them evenly using round-robin, or assign them to a specific staff member. This helps ensure efficient handling of conversations and balanced workload among team members.

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Messaging Features

The Typing Indicator feature allows you to simulate a real-time typing experience by showing a “typing...” status on the recipient’s device before a message is sent. This helps make automated messages feel more natural and human-like.

The Business Hours Auto-Reply feature allows you to define your working hours and automatically respond to messages received outside those hours. You can set start and end times, select business days, and customize an after-hours reply message to inform customers when they can expect a response.

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AI Integration

This Feature allows you to integrate OpenAI into WhatsBot by enabling OpenAI in chats, configuring the secret key, and selecting a preferred chat model like GPT-4 for enhanced AI-powered interactions.

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AI Assistant

This Feature allows users to enable or disable the AI Assistant, set a stop keyword, select the AI model like GPT-4 and adjust parameters like Temperature and Max Tokens to customize responses.

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Whatsbot Cron

You need to set up a cron job in your cloud panel. The cron command should be scheduled to run every minute — only then the messages will be sent. log-details

Auto Clear Chat History

This Feature allows users to enable automatic chat history clearance after a specified number of days. It requires a properly configured cron job.

NOTE

Before activating the feature, please ensure that the cron job is set up and running. Without an active cron job, this feature will not work as intended.

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Whatsapp Session Management

NOTE

Additional cron setting must be required in order to use this feature

In this feature if the toggle switch is enabled and a session expiry message is set, and if no message is received from the person within the set number of hours, the session expiry message will be sent. The hours must be set between 1 to 23.

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Opt In–Out Settings

These settings allow you to configure how the opt-in and opt-out functionality works. You can define the keywords that users need to send to opt out or opt back in to automated messages, along with the confirmation messages sent after each action. This ensures users have control over receiving messages while allowing you to customize the behavior and responses according to your requirements.

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Auto Catalog Synchronization Settings

These settings allow you to configure automatic synchronization of your WhatsApp catalog products. You can define how frequently the synchronization should run (e.g., daily, weekly) and choose the synchronization direction, such as perfex to whatsapp, bidirectional or whatsapp to perfex. This ensures your product catalog stays up to date between WhatsBot and your connected platform without manual intervention.

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