Key Features

Customer Conversations

• Directly chat with customers who have initiated the conversation.

• Use personalized messages and templates to enhance engagement.

Active chats list with customer names and unread message indicators.

WhatsApp Messaging Rules

• 24-Hour Window: You can send free-form messages within 24 hours after a customer has initiated the chat.

• Template Messages: If the 24-hour window has passed, you can only send pre-approved templates to reinitiate communication.

Warning message for sending a message outside the 24-hour window.

Pre-Approved Templates

• Select and send WhatsApp-approved templates for situations like follow-ups or event reminders.

• Templates can include variables (e.g., {{customer_name}}, {{date}}) for personalization.

Selecting a pre-approved template, adding variables, and sending it.

Customer Profile at a Glance

• View customer information, tags, lead statuses, and associated segments directly within the chat.

• Update lead states and tags in real time during conversations.

Customer profile panel on the right side with lead status options and segments.

Message History

• View the full conversation history, including delivery status (sent, delivered, failed).

Search and Filters

• Search for specific customer chats or filter conversations by lead state, tags, or segments.

Searching for a customer chat using the search bar.

Media and File Sharing

• Share images, documents, and links to provide better assistance or information during the chat.

Uploading and sharing an image file directly within a chat window.