Timeline Page Quick Navigations

WhatsApp Templates

• Create WhatsApp Template
• You can add emoji in WhatsApp template Message.
• If “Display quick access” is enabled on the WhatsApp template, then it will show the last five quick access WhatsApp templates in WhatsApp Timeline and Individual popup.

• Enabled WhatsApp Template for “Display in Quick Access” will be displayed as shown in bellow screenshot.

• WhatsApp Template can be accessible from various places of the WhatsApp interface in vTiger CRM like,
• When sending one to one message from Record

• When Sending Bulk messages from RecordList

• When sending a message from Timeline view

• When sending Automated Whatsapp message from Workflow

• Quick edit WhatsApp Template from popup

WhatsApp Logs

• WhatsApp Logs navigates to a list screen of WhatsApp Logs which displays one entry of per subscriber for last sent message or last received message in log with API Request and Response.

WhatsApp Bot

• By clicking on the WhatsApp Bot, User will move to the mian screen of WhatsApp Bot.

Analytics

• Send / Receive statistics
• Broadcast statistics
• Chatbot statistics

• Send / Receive Statistics – This Send/Receive Statistics will show you “Finished Chat” for last sent message from CRM, “Pending Chat” for last received message in CRM, total “Sent Message” from CRM, total “Received messages” in CRM and “Total Message” will shows total of “Sent Messages” from CRM and “Received Messages” in CRM.
• Total Sent Message eye icon link will redirect on sent message list.
• Total Received Message eye icon link will redirect on received message list.
• Total Message eye icon link will redirect on total sent and received message list.

• Broadcast Statistics – This Broadcast Statistics will show count of Total of “Sent”, “Delivered” , “Read” , “Unread” and “Failed” Message of all bulk message list

• Chatbot statistic – This Chatbot Statistic option will show total count of “Active Chat” for initiated chat of all customers, “Finished Chat” of chatbot with customer, “Sent Messages” from chatbot, “Received Message” in chatbot And “Total Messages” of all sent/received message of chatbot.

• WhatsApp Messages
• WhatsApp analytics accessible from WhatsApp Timeline page Top Right corner click on (analytics).
• WhatsApp analytics offer you detailed reports specifically on Bulk messages sent to your customers.
• Bulk Message Summary
• Message summary list all messages with the status on # of message in Queue, sent , # messages read by your contacts etc..
• Users can Stop/Pause bulk message operation by simply click on Start/Pause button to the message those are in Queue

• Report by message