WhatsApp PHP Cortex
Kostenlos

WhatsApp PHP Cortex

WhatsApp automation inside your Bitrix24 pipeline

Installieren
Kostenlos
Beschreibungen

WhatsApp PHP Cortex connects your Bitrix24 to PHP CORTEX, the WhatsApp platform by PHP Business Advisors, so your sales pipeline can talk to customers on WhatsApp without anyone leaving the CRM.

What your sales team gains

  • Deals move forward on their own: when a stage changes, the automation rule sends the WhatsApp message for you, at the right moment, in the customer language.
  • No more copy and paste between CRM and phone. Deal, Contact and Company fields go straight into the message text.
  • Messages are only delivered inside your business hours, so the customer never receives a late night follow up.
  • Anyone on the team opens the customer conversation in one click from the CRM card.
  • Managers see, in the app itself, what the robot sent over the last 30 days and what is still waiting to go out.

Features

  • Automation robot named PHP Cortex Automation, available in the Automation Rules of any pipeline and any stage.
  • Triggers that move the deal when WhatsApp activity happens: PHP Cortex - Customer Message and PHP Cortex - Agent Message. Custom triggers created by you in PHP CORTEX also appear in the list with the PHP Cortex prefix.
  • Free text message or approved official template (WhatsApp Business Platform), chosen inside the robot.
  • Attachments: image, video, document and location.
  • Internal note (whisper): a message written only for the team inside the PHP CORTEX conversation, never sent to the customer.
  • Variables panel: type the equals sign in the message field and pick fields from the Deal, the Contact and the Company to personalize the text.
  • Business hours and time zone of the connection are respected. Anything outside the window waits in the queue instead of being lost.
  • Message Queue tab: shows the robot messages waiting for spacing between sends or for the business hours window to open.
  • Report tab: the last 30 days of everything the automation robot dispatched, with status.
  • CRM widget on Deal, Contact and Company: a card with a button that opens that customer conversation directly in PHP CORTEX.
  • Contact and company mirror: your Bitrix24 records stay reflected in PHP CORTEX, so the conversation always shows who the customer is.
  • Service queue with the option to prioritize the user who is responsible for the contact in Bitrix24, so the customer answer lands with the right salesperson.
  • Multi language interface, following the language of your Bitrix24.

Where each thing is configured

Inside Bitrix24 the app has five tabs: Overview, Message Queue, Report, App guide and Help. The operational setup - which WhatsApp connection to use, field mapping, user mapping, service queue and business hours - is done inside PHP CORTEX, on the Integrations screen. This keeps one single place of truth for your WhatsApp operation.

Requirements

  • An active PHP CORTEX account with at least one WhatsApp connection.
  • Bitrix24 with CRM. Installation requires a Bitrix24 administrator.
  • To send approved official templates, a WhatsApp Business Platform connection is required. Free text messages follow the WhatsApp rules for the customer service window.
  • The app does not display the WhatsApp message history inside Bitrix24. The conversation is opened in PHP CORTEX through the CRM widget button.
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