WhatsApp Official Cloud API Chat Marketing module for Perfex CRM

Description

Note This is a module for Perfex CRM Description Our module is designed to enhance the communication experience between staff members and clients within the Perfex CRM platform It offers a direct real-time chat client through the Perfex dashboard allowing staff to engage with clients in a more personalized and efficient manner and set up Marketing Actions Auto replies Bots Campaigns etc New WhatsApp messages received are automatically added to Leads section of Perfex CRM allowing you to convert them to Clients aswell The module leverages the official Cloud API of WhatsApp enabling staff to send messages images attachments videos and voice messages to clients and creating Marketing Automations using their data and Perfex CRM s data It also includes status updates and integrates with Perfex CRM s SMS notification system Features NEW ChatGPT OpenAI Integration used to automatically reply at existing chats NEW Message Assistants and Autoreplies NEW Marketing Templates And Template Manager NEW Campaigns NEW Logging History Real-time chat client through Perfex CRM s admin area Send messages images attachments videos and voice messages to clients WhatsApp integration using the official Cloud API Status updates for messages Integration with Perfex CRM s SMS notification system Ability to send documents and files Multi-WA number support under the same Business Account ID Screenshot New WhatsApp messages received are automatically added as Leads Supports multiple languages including English German Dutch French Italian Ukrainian Spanish Turkish Portuguese Arabic and Brazilian Our module offers a unique and powerful way to enhance the communication experience within Perfex CRM providing a more personalized and efficient way to engage with clients It seamlessly integrates with Perfex CRM empowering your staff members to communicate directly with clients in real-time all within the familiar Perfex dashboard environment Click to enlarge Key Benefits Enhances client engagement and satisfaction Improves staff productivity and efficiency Provides a more personalized and responsive communication experience Supports multiple languages and file formats Integrates with Perfex CRM s SMS notification system Allows marketing actions like Autoresponders Templates Bots etc Notes Our module uses business WhatsApp number for unique use Facebook allows replies through Cloud API within 24 hours of the received status timestamp Limited to 50 free messages per day without Business verification of the Facebook App this limitation doest exist if you verify your Business and to generic WhatsApp Cloud API Usage Policy Installation Support It takes only a few seconds to be installed activated and have our module fully working You can install our module by going to Perfex CRM Settings – Modules – Upload and upload the zip file downloaded from CodeCanyon Activate the module at the next step and you will be all set after browsing the included documentation and setting up everything third-party needed If you have any questions feel free to raise a support ticket at our support area Guys from support department will get back to you as soon as possible with a reply Version 1 4 0 – New Features Flow Bot Coming Soon Introduced a flow-based bot that guides users through step-by-step options Menu Bot Beta Added a bot that presents a menu for users to select options e g 1 Check Balance 2 Contact Support List Bot Coming Soon New bot type to display interactive lists Quick Reply Bot Coming Soon Supports quick reply buttons for faster user responses Templates CRUD Coming Soon Full Create Read Update and Delete functionality for managing templates Catalogue Management Coming Soon Introducing catalogue management for organizing products and services in WhatsApp Welcome Messages Now supports sending customized welcome messages for new users When users open a chat for the first time a special welcome message can be sent to them via bot in any message type freeform interactive or template – Enhancements Message Bot Improved trigger matching for more accurate responses to plain text Template Bot Now supports rich media and CTA buttons for more engaging interactions Media Location and Interactive Buttons Bots Enhanced media sharing location responses and button functionality for a better user experience – Trigger Type Updates On Exact Match Bot responds only to exact trigger matches e g help When Message Contains Responds to any message containing a trigger word e g support First Message in Session Bot responds when the client sends the first message in a conversation Keyword Match Responds to specific keywords like urgent or help Time-Based Responses Bots now respond only during or outside of office hours depending on the configuration – Bug Fixes Improvements Fixed issues with webhook callbacks campaign templates and phone number ID updates Improved form validations tooltips and activity logs for better user experience Version 1 3 9 – Improved trigger logic for bots to include exact matches and keyword containment – Refined conditions for office timings and out-of-office responses – Fix Addressed language line errors in the system – Fix Improved error handling and logging for bot triggers Version 1 3 8 -Menu Bot support added Coming Soon -Flow Bot support added Coming Soon Interactive Buttons Bot Sends interactive buttons for the user to choose from List Bot Coming Soon Will present an interactive list of options Quick Reply Bot Coming Soon Will send quick reply buttons for user responses Sticker Bot Responds with stickers Contact Bot Shares contact information Version 1 3 7 -Enhancements Version 1 3 6 -Enhanced File Upload Handling -Media Bots Added Automatic responses with various media types including images videos documents and audio -Location Bots Added Bots that can respond with location information -Interactive Buttons Bots Added Included bots that send interactive buttons regarding user selections -Sticker Bots Added Bots that send stickers as responses -Contact Bots Added Bots that share contact information -Interactive Menu Bots Coming soon Bots that will allow users to interact with options of a menu -Flow Bots Coming soon Bots that will provide a sequential flow of options for user interaction Version 1 3 5 -Code improvements bug fixes -Improved error handling for WhatsApp Cloud API calls Incorrect permissions etc -Enhanced logging for phone number data -Database management imporvements -Added comprehensive logging for better debugging of phone number and message data processing -Minor UI UX improvements Version 1 3 4 -Code improvements Version 1 3 3 -Code improvements Version 1 3 2 -Bug fixes Version 1 3 1 -Added sortin filters Active Unread Expired All Chats at Chat Interface Version 1 3 0 -WhatsApp Numbers Manager function added -Unread and Read status added -Lead Status Assigned Filters added -Quick Lead Access -Added Reply action in messages -New Chat client interface added -Minor Improvements Version 1 2 6 -Templates functionality added -Messages and Autoreplies functionality added -Campaigns functionality added -Activity log added -Minor Improvements Version 1 2 5 -OpenAI Integration automatic reply in chats Version 1 2 4 -Functionality Improvements Version 1 2 3 -Multi-number support you can now use multiple WA numbers under the same Business Account ID -Interface improvements -Settings interface updated Version 1 2 -UI Improvements Version 1 1 -Mobile responsiveness fixes Version 1 0 -Initial version