Customers & CRM
Direct WhatsApp Outreach & Customer Messaging
Engage customers directly on WhatsApp from their CRM profile: launch 1-click WhatsApp chats, share product recommendations, and dispatch order updates.
1-Click WhatsApp Engagement
Every customer profile containing a valid mobile phone number features a direct WhatsApp quick-action button.
Outreach Workflows from the CRM
Staff can engage customers across three core workflows:
- 1. Direct WhatsApp Launch: Clicking the WhatsApp icon launches a chat window pre-addressed to the customer's normalized international phone number (`2547...`).
- 2. Sharing Digital Paylinks & Catalog Items: Quickly paste hosted digital paylinks (`/pay/:token`) or product links directly into the conversation.
- 3. Unified Inbox Synchronization: Replies received from the customer route directly into Dashboard -> Inbox (`/dashboard/inbox`) for collaborative team handling.