Frequently Asked Questions – WhaTalker WhatsApp CRM

Definition and Purpose

First of all, a WhatsApp CRM is a platform that centralizes customer chats within this popular app. It also includes a full conversation history and various automations; likewise, it facilitates agent assignment and contact segmentation. As a result, it improves service experience and accelerates sales processes.

You may also explore our Pricing Plans or visit WhatsApp Business for official documentation.

Exclusive Advantages

To begin with, WhaTalker allows multiple users to operate under a single WhatsApp line without losing control. It also integrates AI-powered chatbots and advanced workflows. Consequently, it streamlines business operations and enhances overall productivity.

In summary, explore our Pricing Plans or discover how OpenAI enhances our bot responses.

Team Collaboration

WhaTalker enables real-time collaboration without duplicating devices. This way, you centralize communication while maintaining operational efficiency.

Smart Features

The chatbot handles FAQs, routes to the right department, and delivers personalized information in real time. This reduces wait times and increases customer satisfaction.

Visual Conversation Flow

Each conversation is represented as a card that moves across columns (New, In Progress, Resolved). This visual tracking helps prevent bottlenecks and ensures clarity in follow-up.

Practical Steps

1. Log in to WhaTalker.
2. Go to Integrations.
3. Click on Connect New Account and generate the QR code.
4. Scan the QR from WhatsApp Business.
5. Confirm and your account will sync within seconds.

This ensures seamless integration and optimizes daily operations.

Direct Marketing

Absolutely, WhaTalker allows you to create segmented campaigns and schedule broadcasts. You can also choose the best time to reach your target audience.

Efficient Alerts

You can set alerts using the internal calendar. Each notification is triggered automatically, ensuring that no follow-up is missed.

Internal Communication

The internal chat facilitates coordination between agents without leaving the platform. This eliminates the need for external tools and keeps everything in one place.

Full Logging

Yes, every interaction is securely stored. This provides a consistent history for future reference and improved customer management.

Advanced Customization

You can tailor the bot's tone, style, and dynamic variables to ensure it reflects your brand's voice consistently.

Key Metrics

The platform generates reports on performance, engagement, and team activity. As a result, you can make data-driven decisions.

Scheduled Workflows

Use workflows to trigger messages based on events or schedules. This ensures timely and scalable communication.

Legal Framework

WhaTalker aligns with the requirements of the GDPR and CCPA, ensuring your customer data is securely protected.

Summary of Benefits

• Complete centralization of all conversations.
• Time-saving automation features.
• Segmented mass messaging capabilities.
• Consistent and accessible chat history.

Quick Start

1. Sign up and choose a plan on the Pricing page.
2. Link your account by scanning the QR code.
3. Set up lists and auto-responses.

System Requirements

• Stable internet connection.
• Installed WhatsApp Business app.
• Modern browser or mobile app.

Available Options

We offer Basic, Pro, and Enterprise plans. Each plan varies in user capacity, messaging limits, and automation features. For updated information, visit our Pricing Page.

Trial Period

Yes, we currently offer a 15-day free trial so you can explore all features before subscribing.

Payment Methods & Cycles

Payments can be made monthly or annually via credit card. Renewals are automatic, but you can manage everything from your dashboard at any time.

Cancellation Policy

Yes, cancellation is immediate and your data is temporarily retained to facilitate reactivation if needed.

Information Security

To guarantee privacy, we use HTTPS encryption and a granular roles and permissions model.

External Integrations

WhaTalker offers APIs and plugins for bots, email marketing, and AI systems, allowing you to extend your digital ecosystem.

Backup System

Yes, all conversations are backed up automatically to ensure continuity and traceability.

Quick Troubleshooting

• Check your internet connection.
• Update your browser or app.
• If the issue persists, open a ticket at Support.

Service Levels

Response time varies by plan, from a few hours up to 48 business hours. Premium users receive priority support.

Ongoing Updates

The web version updates in the cloud. Additionally, our apps will prompt you to download the latest version when available.

Visual Settings

Once you log in or sign up, you can access the admin panel. From there, you can change the language and enable or disable features like labels and quick replies.

Learning Resources

Visit our Help Center or subscribe to our video tutorial channel for step-by-step guidance.

Advanced AI

By integrating OpenAI, your chatbot will better understand context and provide more natural responses.