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WhatsApp CRM

AI Automation & Agent Inbox

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SEO Masters

CRM Platform
Dashboard Agent Inbox 0 Contacts Leads Follow-ups & Meetings 0 Templates Campaigns Automations Knowledge Base Team Settings
A

Admin

Administrator

Dashboard

Notifications

No new notifications

Active Chats

-

Unread Count

-

Needs Handover

-

Leads Today

-

Meetings Today

-

Conversion Rate

-

Active WA Accounts

-

Leads Funnel by Stage

WhatsApp AI Response Split

Campaigns Analytics

Today's Messaging Volume

Inbound Messages -
Outbound Messages -
Total Count -

Today's Meetings

View all
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Customer Name

+1234567890
Review Job App AI Mode
😀😂😍👍🙏🎉🔥💡👏✔️
Welcome message
Pricing details
Confirm appointment
Working hours

No Conversation Selected

Select a customer thread from the left menu to view, reply, and manage AI automation.

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Customer Name

Company Name -
Review: Job applicant with existing Lead record

Contact Information

  • WhatsApp -
  • Email -
  • Source -
  • Category
    Customer

Assignment & Status

Appointments & Bookings

Tags

Notes

Orders & Purchases

Activity History
Name WhatsApp Number Email Company Source Tags Created Date Actions
0 selected
Customer Phone Email Company Value Stage Priority Source Assigned Agent Last Update Actions

Win Rate

-

Won

-

Lost

-

Open in Pipeline

-

Pipeline Funnel & Conversion

Top Lost Reasons

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Agent Performance

Agent Total Leads Open Won Lost Win Rate Value Won

Source ROI

Source Leads Won Win % Value Won Avg Deal
Customer Due At Reason Status Actions
Customer Date Time Topic Reference Join Status Actions
Reusable WhatsApp message templates — used by Campaigns and Automations.
Name Body Variables Status Updated Actions
Campaign Name Template Used Audience Filter Status Progress Sent / Read / Replied Scheduled At Actions
Run ID Automation Contact Current Step Status Start Time Execution Logs
Title Tags Updated Actions
Manage who has access to this WhatsApp CRM and what they can do.
Name Email WhatsApp Role Status Actions

Organization Settings

The name the AI refers to itself as when replying to customers.

AI Assistant Prompts & Tonality

Instruct the AI how to behave (e.g. warm, authoritative, direct).

Specify which script/language to choose during responses.

How the AI should treat transcribed voice-note messages.

Services, Pricing & Offers

Working Hours & Booking

Handoff & Escalation Keywords

If any of these keywords are matched in inbound customer messages, the AI is silenced, the chat status flags "Needs Human", and the support team is pinged.

Automatic Follow-ups

When on, a conversation where we spoke last and the customer never replied automatically gets a follow-up nudge scheduled — no one has to notice and create it by hand.

How long a customer has to stay quiet after our last message before a follow-up gets auto-scheduled.

Once a contact has had this many nudges (sent, or the AI decided not to send), they stop being auto-followed-up on for good — until they reply again, which resets the count.

Lead Custom Fields Definitions

Define custom data fields (e.g. Budget, Move-in Date, Project Type) that you want to track on your leads.

Field Label Field Key Field Type Dropdown Options (comma-separated) Action

Make sure to click "Save Settings" to write all changes to the server.

Job Application Detection Settings

When enabled, messages identified as job applications will bypass the sales pipeline and route to the Applications inbox tab.

Classification matches scoring below this threshold will not change the contact's category but will be flagged with a lightweight "Possible Job Applicant" badge.

Deterministic layer keywords (matched case-insensitively, e.g. "cv, resume, vacancy").

The auto-reply message sent immediately when a high-confidence job applicant contact is detected.

HR email address displayed in auto-responses or documentation.

Classification Accuracy Analytics

100.0%
Model Accuracy (30-day window)
0 Classified
0 Manual Corrections

WhatsApp Webhook Simulator

This panel acts as the WhatsApp provider gateway. Use it to simulate customers sending messages, voice notes, or triggering webhook status reports.

Message Status Events

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