184 comments found.
Hello. When a client is assigned to an agent, does the agent receive a notification? How does the agent know they have a client assigned?
Thats a technical question that needs to be answered by the support team – Can you please include it in a ticket, so you get an accurate response by the support team?
Can you please add the OpenAI Embedding and Function Calling?
We noted your request and we will update this comment in case it gets added to our backlog.
Hello Team, When you will be released update with WhatsApp Flow, Catlogue Management? Or your eCommerce addon will integrate with WhatsApp Catlogue Management.
Hello.
Flowbuilder is already included. Catalogue is still on our to-dos, but it will be included soon, in a future version.
Hello, I purchased it but the upload.zip file etc. specified in the document is not in the file I downloaded.. That is, the files in the installation described are not available. Is there an up-to-date installation description?
Hello.
Zip file includes module’s installation files. Arent you able to activate our module by simply uploading the zip file downloaded, in the Modules Upload section?
do u offer a setup fee?
We can perform installation services for you – please raise a support ticket within support area so our engineers can help you.
Good morning, are you planning to implement a Kanban view?
Thats not currently on our plans but in case of a high volume of identical requests, we will implement this.
Hi, Can you add commerce functionality where i can link my perfex products on the whatsapp catalog and get the orders on perfex crm once placed on the catalog
Thats not something currently offered – but Catalogue support is on our to-dos for a future version.
presale cuestion
Can each CRM agent manage their own conversations with their own leads? That is, can each agent only see the conversations of their own clients?
Agents can select different numbers involved in chat – but conversations are not limited to specific agents.
Hello is there a notification to the sales agents via browser notification/onesignal or something when new msg arrives?
We do plan to include a notifications bubble in a future release. This is already on our to-dos.
Hello,
I installed the plugin after purchasing. I already had the WhatsApp business API information. I am having problems with the webhook side. When I paste the link on the settings page into the webhook field on the meta developer page, it asks for a token.
At the same time, the link on the settings page gives a 404 error.
Please raise a New Support Ticket request for the technical issue you are facing at your local instance, through item’s secure support portal.
Thank you.
Hi, I’m still waiting for the flow builder
We will update the changelog of the product, once this feature is available.
Hi, I have a hair salon and I want to use Perfex CRM as a tool to keep track of my customer database. What I need is the following: - Manage my clients’ appointments. - Send automatic appointment reminders by WhatsApp - Send offers by WhatsApp and automate the sending. For example, when it is a customer’s birthday, send an automatic WhatsApp with an exclusive offer.
Can I achieve this with your module or by combining it with other compatible modules?
Our module offers triggers based on specific criteria (actions that happen within the CRM) and not marketing purposes like birthday.
Can be used for other application based on codeigniter ? Or is linked directly to perfex CRM ?
Its made for Perfex, but since Perfex uses CI, you will be able to run it at your system with minor modifications.
is CI3 or CI4 ? Or do you have both versions ?
Our module is framework agnostic – Perfex CRM runs currently under CI3.
ok. thanks for clarification. will give a shot and try to install in my current application.
Keep in mind that you will need to perform the needed changes that match your own application – if thats not a fork of Perfex CRM. This is a module for Perfex CRM.
q: can you remove Perfex dependencies for additional cost ?
That would be outside the scope of this item and can only be performed as a customization you need to do with the developer of your own application.
When a user sends docs and files in whatsapp chat and if we intent to download and use where will it get stored?
Those are stored in the uploads folder of Perfex CRM, along with other data.
Hi! Is there an option to add a button in the Perfex client portal that is similar to your other module? Or do we need to get the ‘All in one support module for Perfex’ to have the chat option appear in the client’s area?
You need to purchase our other module, in order to use its functionality. These two products have different scope and functions.
it’s spent 2 weeks and still not setup
After 7 days, perfex send a remind by whatsapp to lead with proposal link. How can do this? Can you send me the correct video? or tutorial?
Please raise a support ticket within the support area – so our engineers can advise accordingly. Its sales here.
I don’t found any difference between engineers and sales! My ticket it’s 47669
Support team will answer at your ticket and your technical question.
I hope to close soon and reply correctly! i’m waiting from 15 days! And I bought this module because you here tell me, do this features!
I just checked that with the support over the phone – the last answer to your ticket was 4 hours ago and not 15 days.
Please bare with the support for a reply under this item’s support TAT.
no, you don’t understand. I ask this question from 15 days and they polling me without real solution.
You wrote that you are waiting 15 days 
Did you ask for a solution to a problem and support team denied to provide that? Can you share your question and support team’s reply here, with a screenshot?
yes because 15 days for a simple reply like: how can I setup a whatsapp reminder to leads with proposal seems to hard to reply!
You initially mentioned a problem and the denial of a solution, along with a 15 TAT.
You are now asking for something that is realted to the way of this item’s set up / configuration and after checking your case, it seems that you received replies in a real quick time.
Please be specific and fair about your statements – this is a public area. Support team will be get back to you soon.
Hello, if I pay, can you customize this module to have the option to read by QR code? Without using the official API, but by reading the QR code?
Please contact us through our profile’s contact form and include your brief about the functions you need to add there.
Does this requires exclusive whatsapp number ? Or same can also be used for wordpress website api ?
You can use the same Meta application if you are already using it for another app.
Number is monitored 24/7 using webhooks, so it needs to be exclusively assigned in order to be used for real time chatting.
Does this require your other whatsapp module ? Wat is the purpose of it then ?
No it doesnt.
Can existing clients use this with bot flow check or view and learn abt their project, task and invoice statuses ? Also get reports or invoices etc themselves if want to chk or interact ?
All currently available features can be found in item’s details tab of this salespage and can also be previewed in the respective screenshots.
Whats not inlcuded there shall not be considered as offered.
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