• Activities Logs

    01/12/2025 5:55 PM
    The Activities Logs table records interactions between your bots and WhatsApp API responses, This information helps you monitor the performance of your messaging system, ensuring messages are se...
  • WhatsBot Module Update Guide

    02/12/2025 10:59 AM
    Overview Learn the steps to update your whatsbot it will easily update your module without going to Envato (CodeCanyon). You can check for updates, download new versions, and update your database all from inside your CRM. This keeps your ...
  • AI Prompts

    02/12/2025 10:53 AM
    3.1 Creating AI Prompts AI prompts enable automated responses or actions. Here’s how to create them: Access AI Prompts Section: Go to the AI Prompts ...
  • The "Click to Get QR Code" feature in WhatsBot simplifies connecting with clients via WhatsApp by generating a unique QR code linked to your phone number. ...
  • AI Assistant Settings

    02/12/2025 10:48 AM
    Overview The AI Assistant Settings allow you to configure and customize the behavior of the AI assistant integrated into the WhatsBot module. This guide will help you understand each option and configure the settings for optimal performan...
  • New Personal Assistant Setup

    02/12/2025 10:43 AM
    Overview The New Personal Assistant setup interface allows you to create a customized AI-powered assistant by uploading files for analysis. This guide will walk you through the process of setting up your personal assistan...
  • Drag-Drop Bot Flow Builder

    02/12/2025 10:39 AM
    Introduction This Flow Builder allows you to easily create interactive bot flows using a simple drag-and-drop interface. Follow this step-by-step guide to get started. ...
  • Canned Responses

    02/12/2025 10:26 AM
    Creating Canned Responses Canned responses allow you to save frequently used messages for quick access. To create a new canned response: ...
  • Creating a Bulk Campaign Bulk campaigns allow you to send messages to multiple recipients efficiently. To create one: Navigate to Send Bulk Campaign: Find this option in the main menu. Campai...
  • Settings

    01/12/2025 6:04 PM
    Acquire New Lead Automatically When user sends any WhatsApp message first time, it will automatically generates a lead and streamline your lead generation process. ...
  • Message Bot

    01/12/2025 3:58 PM
    A message bot is an automated software program designed to interact with users through messaging platforms. These bots can handle tasks such as answering frequently asked questions, providing product information, and send...
  • Overview The Emoji Picker feature in WhatsBot allows users to easily select and send emojis within chat messages, enhancing communication with expressive symbols. This feature is integrated directly into the chat interface for quick acces...
  • AI Prompts Integration

    01/12/2025 5:47 PM
    The AI Integration feature allows users to enhance their WhatsBot experience by integrating AI capabilities such as language translation, tone adjustments, and grammar corrections. This feature leverages various ...
  • Initiate Chat

    01/12/2025 5:32 PM
    The Initiate Chat option allows you to directly send a WhatsApp template message to a lead from the system. ...
  • Manage customer conversations efficiently with WhatsBot's chat feature, designed for seamless integration within Perfex CRM. Features Overview ...
  • Campaigns

    01/12/2025 5:22 PM
    Overview The "Send New Campaign" feature allows users to create and send WhatsApp message campaigns using predefined templates provided by the WhatsApp Cloud API. With options to target specific relation types (Leads or Contacts) and sche...
  • Marketing Automation

    01/12/2025 5:09 PM
    In whatsbot marketing automation system focuses on automating actions triggered by specific events. ...
  • Flow Templates

    01/12/2025 5:03 PM
    The Flow Templates feature in WhatsBot allows businesses to create and send structured WhatsApp messages using predefined templates. These templates streamline communication by automating notifi...
  • Templates

    01/12/2025 4:49 PM
    WhatsApp message templates are specific message formats that businesses use to send out notifications or customer care messages to people that have opted in to notifications. Messages can include appointment reminders, sh...
  • Template Bot

    01/12/2025 4:43 PM
    A template bot is a pre-configured chatbot that uses predefined templates to automate responses and interactions. These bots are designed to handle specific tasks, such as sending promotional messages, providing customer support, or deliveri...