CRM Chatbot for Twilio is an app for the Midrub CMS version 0.0.8.5 +. It can’t be installed in WordPress or used anywhere else without the Midrub CMS version 0.0.8.5 +.
Demo: https://salestwirl.com/auth/signup – you have to sign up
The CRM Chatbot for Twilio app is the most complete solution to work with the Whatsapp’s messages. It provides tool to manage the Whatsapp’s messages in both manual and automatic ways. If you have a team, this app provides the essential tools to work with the team and keep control about anything they’re doing in the app.
This app could be sold as SAAS service and and it has multiple limits for the users plans.
The CRM Chatbot for Twilio app has a lot of features and below you could see all of them, grouped by sections:
Quick Replies
The quick replies are automatic responses which could be used with the received messages. in In the CRM Chatbot for Twilio app the quick replies have a condition, accuracy, response and categories to group the quick replies. The quick replies are selected based on the best accuracy with the received messages content.
A quick reply could have as response a plan text +. The category is essential to make it work. The categories are showing to the Whatsapp’s accounts which quick replies should be used. For this reason is important even to select the categories in the Whatsapp’s accounts connected in the app.
The quick replies could be imported or exported from a CSV file.
Conversations
When a subscriber sends a message in a connected Whatsapp’s accounts connected in the CRM Chatbot for Twilio app, that message is saved automatically and displayed in real time in the Conversations page. Then, the user or its team could reply to the received message.
The user of its team could reply with plain text, links and emojis.
Categories
Categories in the CRM Chatbot for Twilio app are used for three reasons:
- To group the quick replies.
- To show to the Whatsapp’s accounts which quick replies should be used.
- To understand the subscribers interests. When a subscriber gets an automatic reply, a the quick reply categories are assigned to the subscriber and the user could see which are the subscriber’s interests. The subscriber saved in the CRM Chatbot for Twilio app is called Guest.
Phone Numbers
The CRM Chatbot for Twilio app saves automatically any number longer than 5 characters from the received messages. The number is saved as phone number and it could be seen in the Phone Numbers page. The numbers could be exported in a CSV file.
Email Addresses
The CRM Chatbot for Twilio app is able to identify automatically the emails in the received messages and saves them in the database. Next, the email addresses are displayed in the Email Addresses page and could be exported in a CSV file.
Overview
In the Overview page the team’s owner could see the app’s activity. Other team’s members can’t access this page.
The information could be filtered by a time interval and by Whatsapp’s accounts.
The Overview page contains 4 widgets:
Guests – shows how many people have contacted you by day.
Total – shows total number of received messages, automatic messages sent and achieved guests.
Categories – shows the number of times when a category was assigned. This widget displays all categories ordered by assigned times in descending order.
Agents – shows all agents and the number of sent messages. The agents are displayed in descending order.
Activities
This app is created to provide professional services. For this reason, all activities done by the team’s members are registered and the team’s owner could see what are doing his agents.
Guests
In the Guests page are showed all subscribers which have contacted us. In the guest’s page is possible to see the assigned categories, basic information like number and all sent messages.
The guests could be exported in a CSV file where will be the guest’s number, email addresses, phone numbers and assigned categories.
Dashboard
For the CRM Dashboard page, this app provides a widget with the last 10 conversations. For team’s owners are showed all conversations. But for team’s members shows only the conversations of the Whatsapp’s accounts where them have access by role.
For the CRM Dashboard page, this app provides a search filter to search for conversations. Same rules works for team’s members by role like for the widget.
Team
The CRM Chatbot for Twilio provides a lot of permissions to control the team’s members actions in the app.
Settings
The team’s owner could get notifications about new created conversations and about errors. The notifications are a popup displayed on all pages until the user will close it or will access the conversation’s page.
Plan’s Limits
The administrator could decide how many automatic messages will be sent by plan. Moreover, the administrator could decide how many Whatsapp’s accounts could be connected in the app.
Plan’s Usage
In real time the team’s owner could see how many automatic replies were sent and how many Whatsapp’s accounts where connected. This data is displayed in the CRM Settings app -> Plan Usage page.
Cache
This app uses the Midrub CMS cache and for reason it loads faster.
Hooks
When the categories, guests or Whatsapp’s accounts are deleted, the hooks are deleting all records of the deleted information. When a user deletes its account, the hooks are deleting all data from this app.
Quick Guide
The apps in the CRM collection are very big and complex. For this reason, the Quick Guide allows to guide the user in any enabled app. You could see how to enable the Quick Guide for this app here https://www.midrub.com/articles/how-to-enable-the-quick-guide-in-the-crm-chatbot-app-for-twilio
Updates
This app supports automatic updates. You could update it with several clicks.
Documentation
Configuration: https://www.midrub.com/categories/chatbot-15
