Description
WaDesk SaaS | AI-Powered WhatsApp CRM, Automation, Chatbot Builder and Bulk Messenger
WaDesk SaaS | AI-Powered WhatsApp CRM, Automation, Chatbot Builder and Bulk Messenger is a complete WhatsApp business platform that you host on your own server. It gives your team one place to talk to customers on WhatsApp, run marketing at scale, automate replies, answer calls with AI, and even sell the whole thing to your own clients as a paid subscription service.
It is a full product, not a single-purpose script. In one install you get a shared Team Inbox, bulk campaigns and broadcasts, a visual flow builder, WhatsApp template management, an AI suite (chat assistants plus a voice agent), Click-to-WhatsApp ads, e-commerce and Google Workspace integrations, and a full admin panel with plans, billing, coupons, credits, and white-label branding.
Who is it For?
- Marketing Agencies: Manage multiple client WhatsApp accounts from a single Super Admin dashboard and offer WhatsApp marketing/automation as a premium managed service.
- E-Commerce Store Owners: Increase conversion rates, reduce RTO (Return-to-Origin), and improve customer satisfaction with automated order updates, cart recovery, and a native WhatsApp Storefront.
- Enterprise Support Teams: Scale operations by allowing 5, 10, or 50+ agents to work collaboratively with advanced routing rules, SLA tracking, and auto-assignment.
- Real Estate & Travel Agents: Nurture leads with automated follow-ups, share property catalogs or itineraries directly in the chat, and schedule appointments via the bot.
Use Cases
- SaaS Founders (Entrepreneurs): Launch your own B2B SaaS company by hosting WaDesk and selling WhatsApp marketing/support subscriptions to local and global businesses.
- Customer Support Desks: Replace chaotic WhatsApp groups with a structured Team Inbox. Multiple agents can handle support tickets from a single official WhatsApp number, utilizing collision detection, internal notes, and AI assist.
- E-Commerce Revenue Recovery: Deep CRM integrations automatically recover lost sales by messaging customers who abandoned their carts on Shopify, WooCommerce, or your native WaDesk Storefront.
- Marketing Blasts & Ad Tracking: Send promotional campaigns to thousands of opted-in users at once. Track Meta Ads (CTWA) conversions directly inside the platform.
- Lead Generation & Qualification: Use the Visual Flow Builder to ask qualifying questions and automatically pass hot leads to sales reps.
- Booking & Appointment Reminders: Connect to Google Calendar to send automated WhatsApp reminders 24 hours before a scheduled meeting or appointment.
Key Features
- Dashboard / Home
- Dashboard: Workspace KPIs (sent / delivered / read / failed), broadcast stats, ad spend overview (manager+ only).
- Home routing: Agents/viewers → /team-inbox, managers → /dashboard.
- Engagement funnel: Full-width funnel (sent → delivered → opened → replied) with engine-aware filtering.
- Activity log: Workspace events with auth/session noise filtered, flex-fill UI, 10-item window.
- Audience by country: Top countries via dial-code → ISO mapping (longest-prefix match).
- Throughput sparkline: 24h hourly buckets, engine-filtered.
- Daily volume chart: 30-day sent/received series.
- Chat
- Conversation list: Filter, search, browse customer message threads.
- Message composition: Text, templates, media; AI assist for draft review.
- Message actions: Pin, star, react, delete, forward, edit per-message.
- Archive / restore: Move conversations to archive and restore.
- Send template: Reuse approved templates in conversations.
- Retry / resend: Re-attempt failed messages or resend sent ones.
- Team Inbox
- Customer queue: Live inbound queue from all devices, grouped by contact.
- Kanban board: Drag-drop by status/priority.
- Assignment: Manual assign/unassign + auto-assign via routing rules.
- Presence / typing: Real-time teammate viewing/typing indicators (30s view TTL, 5s typing TTL, no WebSockets).
- Collision detection: See when teammates are looking at or replying to the same conversation.
- Team chat: Slack-style internal channel + multi-channel + approval flow + @mentions + image previews.
- Internal notes: Private notes, @mention teammates.
- Snooze: Hide conversation until wake-up time (AJAX-driven inline sweep, no cron).
- SLA tracking: First-response + resolution policies, breach detection, business-hours-aware.
- Routing rules: Tag / device / business-hours / member-status conditions → auto-assign.
- Priority levels: Mark urgent.
- Tags: Custom tags + bulk tag management.
- Saved replies: Frequent-response snippets, quick-insert.
- Playbook macros: !onboard-style abbreviations expand into predefined sequences.
- Message reactions: Emoji on inbound/team messages.
- Message info: Delivery status, read receipts, timestamps.
- Forward message: To another conversation.
- Bulk actions: Mass-assign / mass-tag / mass-resolve.
- Team management: Create teams, assign members, per-team overrides.
- Business hours: Workspace-wide for routing logic.
