WhatsApp Business Platform Features
Platform (7)
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
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Customization
Allows users to customize chat colors, text, logos, and branding.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting
Provides analytics tools that reveal important business metrics and track progress
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Ticket and Case Management (16)
Ticket Creation User Experience
User Experience of creating and submitting a ticket
Ticket Response User Experience
User Experience of responding and receiving a response
Workflow
Route tickets based on values of fields, changes to ticket status and time based conditions
Automated Response
Respond to common requests with standard reply
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Attachments/Screencasts
Documents and files can be attached to the ticket to communicate with customer issues/resolutions
Ticket Collaboration
Share and collaborate on tickets with multiple customer service representatives
Customer/Contact Database
Central repository for account and contact information
Workflow Management
Create, design and manage workflows for repetitive tasks
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Ticket Management
Track, manage, or resolve user requests and IT incidents/issues
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Inbox Management
Organize, prioritize, and manage incoming communications
Support Ticket Management
Allow customers/users to submit support queries and service requests
Email Management
Manage, store and organize emails within the system or via third-party apps
Communication Channels (6)
Customer Portal
Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents
Email to Case
Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket
Live Chat Support
Ability for customer service agents to communicate with customers via live chat to solve problems live
Social Media Integration
Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks
Voice
Make and receive calls directly in the application. Track and record calls for analysis.
Video Chat
Chat with your counterparts over the video in real time
Self-Service Experience (5)
Knowledge Base
Provides a repository of information that can be used by those seeking support.
Searchable Articles
Makes articles in the knowledge base searchable on the web.
Community Forums
Enables users to engage with other users to solve common issues.
Mobile Optimization
Optimizes the customer self-service experience on mobile devices
Personalization
Gives the user targeted, personalized results based on their activity or preferences
Self-Service Platform (4)
Branding
Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.
Automation
Automates some or all operation related tasks
Artificial Intelligence
Utilizes artificial intelligence to improve workflows or customer experiences
Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools
Communication (7)
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Pop-up Chat
Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.
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Notifications
Delivers notifications to both sides of the conversation.
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Targeted Emails
Sends automated emails to further engage clients and potential clients.
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In-App Messaging
Allows for live chat to be enabled within the app for customer help.
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Co-Browsing
Allows agents to join a customer's browser session and navigate through the website with them.
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Real-time Consumer-facing Chat
Engage in direct, instant messaging with consumers
Internal Use (6)
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Customization
Allows users to customize chat colors, text, logos, and branding.
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Conversation Archiving
Archives conversations in a separate location for later reference.
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Lead Development
Enables employees to denote potential customers.
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Knowledge Base
Establishes a knowledge base for employee reference during conversations.
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Team Inbox
Provides a central location for help requests, helping employees respond sooner.
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Customer Profiles
Allows for the creation of profiles for contacts and customers.
Channels (3)
Multi-Channel Coverage
Software incorporates multiple digital communications channels.
Open Listening
Allows incorporation of inbound contacts from non-marketing channels.
Physical Media
Includes physical media (mail, flyers, billboards, etc.) in the channels mix.
Design (9)
Communications Strategy Development
Allows planning and deployment of an overall communications strategy.
Create Content
Includes or integrates with content creation apps.
Personalization
Outbound communications are segmented and personalized.
Inbound Identification
Inbound contacts are identified and handled based on history.
Regulatory Compliance
Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements.
Batch Communications
Send messages, notifications, or documents to an entire customer base at the same time
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
On-Demand Communications
Generate personalized communications upon request to meet customer needs
Interactive Content
Allow the audience to interact or engage with the content
Functionality (6)
Ease Of Integration
Empowers developers to intuitively integrate cloud communications functionality for their applications.
API Call Speed
Grants high speed API calls for fast communications.
Unified Communications
Consolidate and integrate communication tools as one platform or entity to enhance business communication and collaboration
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Computer Telephony Integration
Computer-telephony integration is the use of computers to manage telephone calls
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Support (3)
Documentation
Provides clear, effective documentation for API integrations.
Community Support
Provides public user forums for support questions and help.
Professional Support
Connects users with professional support teams to troubleshoot and finetune integrations.
Conversational Platform (4)
Personalization
Identifies the customer and personalizes interaction at every touchpoint.
Omnichannel
Allows multiple related channels to interact at once to reduce transfers.
Contextual Engagement
Prompts agents to engage customers based on contextual data, such as product usage or conversation history.
Proactive Engagement
Provides features for sending outbound messages to engage customers through proactive support.
Support Automation (4)
Intelligent Routing
Can route contacts to agents the customer has worked with before.
Seamless Escalation
Provides features for escalating conversations to the appropriate agent.
Transcripts
Maintains a transcript of conversations from all channels.
Self-Serve Support
Enables customers to resolve queries or issues without the assistance of an agent.
Generative AI (13)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
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AI Text-to-Speech
Simulates human-like speech from text inputs.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
WhatsApp Messaging - WhatsApp Marketing (6)
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Transactional Messages
Allows users to establish automated workflows and triggers to deliver transactional WhatsApp messages and notifications
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Bulk WhatsApp Messaging
Enables users to send mass WhatsApp marketing campaigns
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Conversational Messaging
Facilitates two-way WhatsApp messaging to encourage subscriber engagement and loyalty
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Personalization
Offers features for personalizing WhatsApp messages based on customer information or past behavior
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Promotional Messages
Allow users to share promotions with subscribers via WhatsApp
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Automated Replies
Provides automated WhatsApp message replies to recipients
WhatsApp Business Platform - WhatsApp Marketing (4)
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Segmentation
Deliver tailored promotions to specific audience segments
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API Integration
Facilitates the integration of WhatsApp messaging into existing business applications through WhatsApp Business API
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WhatsApp Commerce
Allow customers to browse, discover, research, purchase, and complete payment in real-time
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Analytics
Provides analytics on opt-ins, open and delivery rates, and click-throughs
Agentic AI - Customer Self-Service (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Help Desk (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Additional Functionality (128)
Real-Time Analytics
Analyze and gain insights into data in real-time
Email Management
Manage, store and organize emails within the system or via third-party apps
API
Application programming interface that allows for integration with other systems/databases
Single Sign On
Allow users to access multiple services after entering their login credentials once
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Canned Responses
Shortcuts for inputting frequently used messages
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Transfers/Routing
Transfer queries and organize messages between agents
Geotargeting
Geographic location of visitors determines behavior of the software
Interaction Tracking
Track interaction history by documenting conversations for contacts
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Transcripts/Chat History
View messages sent by both parties during the chat conversation
Document Storage
Store and organize documents in a centralized system
Screen Sharing
Digitally share screen view with others
Contact Management
Manage, organize, and store contact information
Autoresponders
Create and automatically send premade copy in response to customer messages
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Mobile Access
Access software remotely via mobile devices
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Offline Form
Form to collect visitor contact information when live chat isn't available
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Support Ticket Management
Allow customers/users to submit support queries and service requests
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Automated Responses
Automatic reply functionality for incoming messages
Chat/Messaging
Communicate using direct chat or messages within the system
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Call Recording
Record the audio of phone conversations for quality assurance purposes
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Real-Time Reporting
Active reporting of data and metrics
SMS Messaging
Send messages via SMS
Interaction Tracking
Track interaction history by documenting conversations for contacts
Audio/Video Conferencing
Audio/Video Conferencing
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Customizable Branding
Add customized logos and colors to align with company branding
Call Routing
Sends voice calls to a specific queue based on predetermined criteria
Contact Management
Manage, organize, and store contact information
Voice Mail
Computer-based system that allows users to send and receive voice messages
Multi-Language
Manage and support multiple languages
Two-Way Audio & Video
Presenter can see and hear participants and vice versa
Real-Time Updates
Receive system updates as soon as any changes are made
Chat Transcript
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Live Chat
Ability to chat online in real time
Caller ID
Identify the number and contact information of a caller before answering the phone
IVR
Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response
Real-Time Monitoring
Active monitoring of systems, applications, or networks
SMS Marketing
Send promotional campaigns or transactional messages via text messages
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Fax Management
API
Application programming interface that allows for integration with other systems/databases
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Mobile Access
Access software remotely via mobile devices
Automated Routing
Tickets are automatically assigned to specific agents based on predefined rules
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Autoresponders
Create and automatically send premade copy in response to customer messages
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Monitoring
Active monitoring of systems, applications, or networks
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Gamification
Games or game-like elements to track progress and reward accomplishments
Conversation Intelligence
Recording, transcription, and analysis of sales calls for the purpose of training and generating insights
Customizable Fields
Customize data fields to support various needs and use cases
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Key Performance Indicators
Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Voice Recognition
Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking
Live Chat
Ability to chat online in real time
Task Automation
Automatically handle routine, repetitive tasks and processes without the need for manual intervention
IVR
Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response
Language Detection
Identify different languages
Multiple Data Sources
Allows users to manage data from a number of sources
Predictive Analytics
Predict future data based on historical data sets
API
Application programming interface that allows for integration with other systems/databases
Alerts/Escalation
System alerts about the need to escalate an issue or request
Data Security
Protect sensitive data for digital privacy
Interaction Tracking
Track interaction history by documenting conversations for contacts
Prioritization
Arrange tasks based on the level of priority or urgency
Secure Data Storage
Securely stores data to prevent data loss or breaches
Macros/Templated Responses
Templated responses for responding quickly to recurring support requests
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Single Sign On
Allow users to access multiple services after entering their login credentials once
Mobile App
Access the system via a mobile application
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Email Templates
Pre-made examples and templates for emails
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Automated Responses
Automatic reply functionality for incoming messages
Data Import/Export
Import and export data to and from software applications
Personalization
Adjust communications based on previous interactions or personal preferences
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Chat/Messaging
Communicate using direct chat or messages within the system
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Customizable Branding
Add customized logos and colors to align with company branding
Call Recording
Record the audio of phone conversations for quality assurance purposes
Autoresponders
Create and automatically send premade copy in response to customer messages
IVR
Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response
Email Management
Manage, store and organize emails within the system or via third-party apps
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
SMS Messaging
Send messages via SMS
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Multi-Language
Manage and support multiple languages
Interaction Tracking
Track interaction history by documenting conversations for contacts
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
Customer History
Access previous interactions or concerns to maintain customer relationships
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Video Support
Supports various video file formats
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Inbox Management
Organize, prioritize, and manage incoming communications
API
Application programming interface that allows for integration with other systems/databases
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Activity Tracking
Track and document all activities across devices, networks, and other systems


