Knowledge Base
Setting Up Auto Lead in WhatsApp Module
Whatsbot Module – WhatsApp Auto Lead Settings Overview The WhatsApp Auto Lead feature in the Whatsbot module allows the system to automatically create new leads from incoming WhatsApp messages. This automation ensures that all potential customers or inquiries received through WhatsApp are captured and recorded as leads in the CRM...
Read moreSetting Up WebHooks for Whatsbot
Whatsbot Module – WebHooks Settings Overview The WebHooks Settings section in the Whatsbot module allows administrators to configure how WhatsApp data is automatically re-sent to external systems or third-party applications through webhooks. This feature is particularly useful for integrating Whatsbot with other platforms such as CRM systems, analytics tools, or...
Read moreSupport Agent Setup Guide
Whatsbot Module – Support Agent Settings Overview The Support Agent Settings section in the Whatsbot module allows administrators to manage chat assignment permissions and control how WhatsApp conversations are handled by support agents. This setting ensures that only authorized personnel—designated as support agents—can manage customer chats, while also allowing administrators...
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