WhatsApp CRM 🎯 How Do I Connect WhatsApp to CRM?
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WhatsApp CRM | Whatsapp Web | Whatsapp Automation
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Supercharge your WhatsApp for work
Give your team superpowers to communicate at scale, while staying in the loop
Introduction
Cooby's intuitive yet powerful platform gives customer-facing working-professionals the power to make work more productive. Use this article for a high-level summary of core Cooby features, along with links to explore more documentation for each area.
Workspace
When you first sign up a Cooby Workspace will be created along with your account. Cooby Workspace is the control area for you to invite members, manage subscription and configure integrations. Members in the same Workspace will share access to the same features and billing plan.
Integrations
Integrations allow you to connect your WhatsApp to your desired destination. Most commonly used to connect WhatsApp to CRM.
Billing
Learn how to understand and manage billing for Workspaces and self-serve plans in Cooby. For Custom plan questions, please reach out to your Customer Success Manager or sales representative.
Inbox Productivity
Learn about Cooby's suite of productivity features that enable you to maximize your daily WhatsApp workflow.
Inbox Zero
Inbox Zero on WhatsApp (pioneered by Cooby) is the most efficient way to manage an overflowing and chaotic WhatsApp.
Tabs
Tabs are groupings of chats on your WhatsApp. There are 2 types of tabs: System Tabs (defined by Cooby), and Custom Tabs (defined by you).
Contact Card
Easily save a contact's name directly on WhatsApp Web. You can also easily see and copy their name, phone number, HubSpot name (if applicable), country and time zone.
Communicate at Scale
Do you have the need to message lots of contacts? Learn about Cooby's communication features that enable you to communication at scale.
Templates
Templates are shortcuts for messages you frequently send to respond to common questions in just a few taps.
Tabs:
Tabs are groupings of chats on your WhatsApp. Utilize this amazing tool to help tame the chaos on your WhatsApp!
Types of Tabs
There are 2 types of tabs: System Tabs and Custom Tabs.
System Tabs
These Tabs are predefined by Cooby that automatically categorizes chats based on their most recent attributes.
Inbox - All chats that are not Closed, Snoozed, or Archived. Use this tab to focus on the most important chats.
Starred - Chats that have been marked as Starred.
Closed - Chats that have been marked Closed. When you receive a new message from a closed chat it will be reopened.
Snoozed - Chats that have been Snoozed. Snoozed chats will reappear in the Inbox Tab when the defined time is up or when they are manually unsnoozed.
All - All of your chats will show up in this here, regardless of them being closed or snoozed. Archived chats can be found by clicking the Archived button in the chatlist.
Unread - Chats that have unread messages.
Awaiting Reply - Chats that you have not received a response to.
Needs Reply - Chats you have yet to respond to.
Mentions - Chats where you were mentioned within the past 48 hours.
Groups - Conversations that you have with 3 or more people.
Individuals - All 1:1 conversations.
Official Accounts - Chats from verified accounts.
Broadcast List - Chats from broadcast lists.
I hope you find value in our WhatsApp CRM Video!
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Disclaimer:
Please note that this video is intended to serve as a marketing tool only. All the information and content presented here are for educational purposes only. The use of this information is entirely at your own risk, and we do not assume any liability or responsibility for any consequences that may arise from using the information provided in this video.
We recommend that you do your own research and seek professional advice before making any decisions based on the information presented in this video
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⏰Timestamps⏰
00:00 WhatsApp web Introduction.
00:15 Whatsapp web summary.
05:39 Whatsapp web project outro.
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