WhatsBot - WhatsApp Marketing, Bot & Chat Module for Perfex CRM v5.0.0

Version 5.0.0 Released

New Features​

• Drip Campaigning: Automate template message sequences to nurture leads and engage customers over time with scheduled delivery.
• Product Catalog Integration: Synchronize your WhatsApp product catalog with the CRM to manage products seamlessly and receive customer orders directly.
• CRM Event Triggers: Automatically send pre-approved template messages triggered by key CRM events such as creation, update, or deletion.
• Template Creation: Create and manage reusable message templates efficiently.
• Agent Routing: Improve response times by automatically assigning incoming chats to the most appropriate agents based on configured rules.
• Internal Notes: Enhance team collaboration by adding private internal notes within conversations that are only visible to staff.
• Message Reactions: Better understand customer sentiment by receiving and displaying message reactions directly within conversation threads.
• Location Request: Effortlessly collect customer locations through automated location request messages within the bot.
• Contact Request: Share predefined contact details with customers or leads on demand using automated bot responses.
• Catalog Request: Allow customers to explore your product offerings by requesting catalogs via trigger keywords.
• Receive Contact Messages: Streamline lead management by handling and storing incoming shared contact details efficiently within the system.
• Frequently Forwarded Indicator: Gain better context on incoming messages with indicators for content that has been frequently forwarded.
• Typing Indicator: Create a more natural interaction experience by displaying a “typing…” status on the recipient’s device.
• Auto-Reply Outside Business Hours: Maintain 24/7 engagement by automatically responding to messages received outside of configured business hours.

Improvements​

• Sidebar Menu: Refined sidebar navigation for improved usability and faster access to core module features.
• Template Creation: Enhanced management interface for creating and organizing reusable message templates more efficiently.

Bug Fixes​

• WhatsApp Flow Templates: Resolved an issue where response previews for WhatsApp Flow templates were not displaying correctly.

Click to expand...

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.

Click to expand...

New Features:

• Personal AI Assistant : The new Personal Assistant setup interface allows you to create a customized AI-powered assistant by uploading files for analysis.
• Unique QR Code Generation : Automatically generate a unique QR code linked directly to your phone number for seamless WhatsApp connection.
• WhatsApp Business Account (WABA) Health Status : Monitor the health status of your WABA directly from the module.
• Enhanced Token Management : View token information with the ability to debug and connect accounts more efficiently.
• AI Assistant Node in Bot Flow Builder : Added a new AI assistant node to the Bot Flow Builder for creating smarter, AI-driven workflows.
• WhatsApp Embedded Signup : Integrate the WhatsApp API for customer signups within 5 minutes, ensuring a smooth and efficient onboarding experience.