184 comments found.
We are an online institute using Perfex CRM. I am interested in purchasing your WhatsApp Official Cloud API Chat & Marketing Module for Perfex CRM. However, I have a few questions before proceeding:
Can I connect multiple WhatsApp Cloud APIs to the module?
Is it possible to assign a specific WhatsApp API to a particular user or role? For example, can I assign one WhatsApp API to an admin user and another to a marketing user?Please clarify this for me. Also, are there any additional requirements for using this module? If possible, could you share an online demo?
Looking forward to your response.
Hello.
You can connect multiple numbers under a single Cloud API Meta Application.
We dont offer a demo, as such one would contain sensitive information. However, videocasts/screenshots of the give you a brief look of what you will get.
i want to buy this – my query can i sent bulk message on whatsapp using this ?
is this confirm my not block if i sent 1000 messages per day
please confirm then i will buy quickly
whatsapp number need normal or business a/c ?
All of your questions are related to the usage and limits of WA Cloud API – our module is not supposed to limit you in any way.
Here’s a related URL: https://developers.facebook.com/docs/whatsapp/messaging-limits#quality-rating-and-messaging-limits
after upgrade to v1.5.2 i got error 500, now CRM is not working
Please raise a support ticket within support area – team will help you with the issue you are facing.
Hi There, how does this work and where are the messages stored? Does it just store logs on the server? I am trying to understand the impact of adding this to the CRM and if it takes up storage or what type of resources it takes up since we receive a large amount of messages
Conversations are stored in a separate database table – which is not affecting premade tables of Perfex CRM and thus said, the performance of other functions.
Hi there, does it sit on a different database entirely or would it sit within perfex existing database? As in we would have to create a different database for this to sit on? As we have a small database and are trying to use it efficiently and although this would be nice to have. It would concern me if it started filling up our existing Perfex database with stuff.
It uses a separate table at your existing database.
Ok makes sense thank you
can it also be used to send automated messages? like invoices, payment recorded, invoice reminders etc?
No, thats what our other WhatsApp Cloud API based module does – you can find it at our portfolio and its based on triggering of events that happen within the CRM.
I have perfex crm + saas module. I can use the same key in my tenants? Or is needed a license for each one?
Please comment on the SaaS module’s page, so the respective team can answer your question.
But I’m talking about your app. Am I going to need a license for each of my tenants for your WhatsApp app? Or does the main license also work for all the sub installations? I bought the WhatsBot license a few days ago and I lost my money because for the tenants they ask to buy the extended license, which they set an absurdly expensive price of more than 1000 dollars.
You are commenting in the wrong item, meaning that your comment is reviewed by a team that might not be aware of the potential functionality and licensing terms of the product you are raising this question, as its not the one that their comments are monitored by them.
Please refer to the CodeCanyon license policy regarding the right usage of the licenses.
If you need more info regarding our SaaS module, please raise a comment at the respective page.
I’ll clarify the problem for you and why I’m asking you and not the people from the SaaS module. The plugin I bought from Whatsbot (your competition) requires you to enter the license when activating the module. If you don’t enter it, the application is not activated. In the tenant, since there is no option to reactivate the module to enter the license, an error appears when replicating it because it is only allowed for tenants with an extended license. In your case, how does the activation of the module work? Can I activate it for my tenants without any problem? Do I need a license for each tenant?
We are not able to respond comments regarding another module, in this page, as its monitored by engineers of this module.
Please ask your question in the module’s salespage and it will be answered by the development team of the specific module.
Hi, there is nothing in the documentation about how to integrate whatsapp function with perfex sms notifications, also how do you manage open ai? I can’t figure out.
I was able to set up whatsapp as the sms provider, however when I try to run a reminder I get an error 500, if I set up sms instead everything works correctly.
Please raise a support ticket within support portal, so our engineers can provide an accurate technical reply about your question.
I have already opened a ticket
Cool – support team will get back to you then.
Hello, I didn’t quite understand how to start a new dialogue? How to write to new clients if they are not yet on the lists?
You are supposed to answer business queries using our module – thats a marketing module, not a personal client.
it is clear that this is not a personal client, but for example, we have requests in the marketplace, they do not end up in crm, and we need to contact them. That’s why I’m asking. Since the number is completely transferred to crm and there is no way to keep it on the device, a question arises!
All incoming chats are supposed to be retrieved using Webhooks. You are not supposed to miss a single one.
Pre-Purchase Question :
Can I see working of this plugin? Because currently we are using one of renowed WhatsApp API Sevice from another company. So we can take difference. Currently we are integrate Perfex CRM with that systems webhook.
Pplease guide. Thank you.
Unfortunately no. Such a demo would contain sensitive information.
But there are plenty of videocasts, showcasing real examples of usage.
Okay. Thank you.
Anytime.
Issue with CRM Variables Not Fetching Correctly
Hello,
I hope you’re doing well. I’m currently facing a challenge with fetching the contact variables in our CRM system. Specifically, when I use variables such as @first_contact_name, @last_contact_name, or @lead_name in my messages, the system doesn’t replace them with the actual contact names from the CRM.
For example, instead of the message being sent as “Hello John Doe,” it’s being sent as “Hello first contact name last contact name” or “Hello Lead Name” — exactly as the variables are written, without pulling in the actual names from the CRM database.
Could you please look into this and help fix the issue? I’d appreciate your assistance in getting the variables to work correctly so that the messages are personalized properly.
Thank you in advance for your support!
Hello.
Sounds like you need technical assistance but its sales here. Since support is offered within the support portal, could you please open up a support ticket that support team can check and reply ?
Just quick question; can i do bellow all in this? -Multiple WhatsApp Numbers: Ability to add and assign different numbers to employees. -Admin Control: Full oversight of all interactions and employee performance tracking. -User Management: Role-based access and task assignment.
You can add multiple numbers, yes, but management control of other users are outside of our module’s scope (at least for the current version)
Hi Support Team,
Thank you for your response.
I need to link multiple WhatsApp numbers to your software for centralized access to all interactions while allowing customer care agents to use their existing WhatsApp on their own devices without unlinking their numbers.
You can add use multiple WA Cloud API Business numbers using our module. Personal ones are not supported.
can i connect my phone number and run capaing to say 10k+ leads, and will the number get blocked?
Thats something Meta needs to answer – our code will allow you to do that and its not providing any blocks.
So which mean, i can send to 10,000 + leads at same time without getting my number blocked right?
As I mentioned in my previous message, our code will allow you to do that and its not providing any blocks. In order to verify if Meta will allow you to do the same as per service-level terms, please contact them.
Hello, is it possible to assign each WhatsApp number to a different agent? And the agents only have access to the leads/contacts of the assigned numbers?
Permissions are based on access level – Staff members who have access to the module’s functions will be able to access all chats massively.
Hello! This module seems great to me. I see that it’s made for Perfex CRM, but it’s based on CodeIgniter. I have a development done in CI4, and it would be perfect to use it. Is it possible to adapt it? I would do it myself, of course, but I’m wondering if it could be used in a project that isn’t in Perfex. I look forward to your response.
Thanks for your kind words.
Our module is made for CI4, as Perfex CRM is based on it. Depending on your coding experience, you might be able to integrate it in other systems.
Thank you for the response. Before purchasing it: does it require any special Perfex libraries or installing something from this CRM? I ask because I am not familiar with it, but I have quite a bit of experience with CI4. Just to get an idea of what to expect.
You just need to have Perfex CRM installed – nothing special is required.
Presales question: can it allow to open a one to one chat window to the relevant customer (of which the phone contact are predefined) and open in project module? i see in your video all contacts are accessible by the staff.
Im not sure what you mean “open in project module” – Can you please rephrase your question?
sorry i will amend the code in project view, but i mean do the code allow to open a one on one message window without seeing other customers and agent details.
Chat interface is specific and what you see in our screenshots is what you will exactly get.
Do I need to buy a WhatsApp API? How does it work?
You dont need to buy something – our module works by using Meta’s Cloud API, please check out its sreenshots and read item’s details.
Hi, what is the difference between WhatsApp Cloud API Business Integration module for Perfex CRM WhatsApp Official Cloud API Chat & Marketing module for Perfex CRM
As both are developed by you and I am not able to find the difference.
Thanks
The second one contains marketing actions (chat etc), whereas the first one focuses on triggering events through hooks of Perfex CRM.
You mean I need to buy WhatsApp Official Cloud API Chat & Marketing module for Perfex CRM for General Chats and message
and I need to buy WhatsApp Cloud API Business Integration module for Perfex CRM to send messages based on triggered event in Perfex such as invoice generated, lead added etc
am I right?
I already have a whatsap API connected to some other provider, do you need to move that to you?
Our module uses the official WhatsApp Cloud API provided by Meta.
Hi, I have a question before purchasing. Is it possible to send one particular lead status to lead manager of perfex crm?My main idea is that once the customer message us through ads, the ai will take over the conversation and quality it and let say mark as interested. Once it is marked interested, it should be sent to lead manager and that would be managed by our sales representatives. Pls help me regarding it.
Our module uses the leads creation trigger – you will need to filter those events programmatically and in another level, according to your custom work case needs.
Can this be used to automate estimates and invoices creation? like for example if the user send a keyword or ask for an estimate can this be done through whatsapp via this module? thanks
Yes, you can use triggers based on bots that auto respond.
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