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Updated on February 16, 2023

Docy Child

Modules in WhatCX

Estimated reading: 12 minutes

Overview

WhatCX is a platform that allows businesses to use WhatsApp as a communication channel with their customers. It is built on the WhatsApp Cloud API, which enables businesses to send and receive messages on WhatsApp in a way that is scalable and efficient.

WhatCX aims to help businesses nurture leads and engage with their customers in a more personal and effective way. With its features and tools, businesses can automate and streamline their communication with customers, gather valuable insights, and improve their customer experience.

Whether you are a small business owner, a customer service team, or a marketing professional, WhatCX can help you connect with your customers and grow your business.

Modules In WhatCX

WhatCX offers a range of modules that enable businesses to manage their communication with customers on WhatsApp in an efficient and effective manner. Let’s discuss the modules and their benefits in detail – 

Contacts

  • One of the key features of WhatCX is the ability to add contacts in a quick and easy way, making it an efficient tool for managing customers in bulk. With WhatCX, you can import large lists of contacts from a CSV file, which allows you to quickly add multiple contacts at once. 

    This feature is especially useful for businesses that need to manage a large number of customers and leads, as it saves time and effort compared to manually adding each contact one by one.
  • Additionally, WhatCX offers the option to segment and categorize your contacts, which can help you better manage and prioritize your communication with different groups of customers. Overall, the ability to add and manage contacts in bulk is an essential part of WhatCX’s toolset, and it helps businesses streamline their communication and effectively nurture leads and engage with their customers on WhatsApp. 

‘To know more details about Contacts. click here. 

Conversations

  • WhatCX provides a user-friendly interface for managing conversations with customers on WhatsApp. With the platform’s conversation module, businesses can easily respond to customer inquiries, track customer interactions, and gather valuable insights to improve the customer experience.  
  • Additionally, WhatCX offers the ability to assign chat labels to conversations, which can help you better organize and prioritize your communication with different groups of customers. This feature allows you to easily categorize and filter conversations based on specific criteria, such as the type of inquiry or the stage of the customer journey. 
  • Another useful feature of the conversation module is the ability to update a customer’s profile directly within the conversation. This can be especially helpful for businesses that need to gather and track information about their customers, such as their name, contact details, or preferences. By updating a customer’s profile in the conversation, you can ensure that all relevant information is captured and stored in a centralized location, making it easier to track and manage customer interactions.  
  • Overall, the conversation module in WhatCX is a powerful tool for managing customer communication and improving the customer experience. 
  • ‘To know more details about Conversations Click

Broadcast

  • The broadcast feature in WhatCX is a powerful tool that allows businesses to send bulk messages to their entire database of contacts on WhatsApp. This feature is especially useful for businesses that want to reach out to a large number of customers or leads at once, as it saves time and effort compared to sending individual messages one by one.  
  • Additionally, the broadcast feature in WhatCX allows businesses to target their audience based on specific criteria, such as location, language, or the stage of the customer journey. This can help businesses tailor their messages to different segments of their audience, ensuring that their communication is relevant and personalized. 
  • The platform provides a variety of templates and tools to help businesses create effective and engaging messages, including the option to include images, videos, and other multimedia content. WhatCX also offers advanced analytics and tracking tools to help businesses monitor the performance of their broadcasts and gather insights on their audience’s engagement and response.  
  • Overall, the broadcast feature in WhatCX is a valuable tool for businesses looking to reach out to their customers and leads on WhatsApp in a scalable and efficient way. 
  • ‘To know more details about Broadcast Click

Templates

  • The templates module in WhatCX is a useful tool that allows businesses to create and manage pre-written messages that can be easily sent to customers or leads on WhatsApp. These templates can include a variety of information, such as product or service information, support or FAQs, or marketing messages. By using templates, businesses can save time and effort in crafting responses to common customer inquiries, and they can ensure that their messaging is consistent and professional. 
  • One of the main benefits of the templates module in WhatCX is that it allows businesses to create and store a library of pre-written messages that can be easily accessed and used whenever needed. This can help businesses streamline their communication and respond to customer inquiries in a timely and efficient manner. Additionally, the templates module in WhatCX offers customization options, so businesses can tailor their templates to their specific needs and audience. 
  • Overall, the templates module in WhatCX is a valuable tool for businesses looking to improve their communication with customers and streamline their customer support process on WhatsApp. It helps businesses save time and effort in crafting responses, while also providing a consistent and professional messaging experience for their customers. 

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Bot

  • The bots module in WhatCX is a feature that allows businesses to create and use automated chatbots to communicate with their customers on WhatsApp. 
  • The bots module in WhatCX makes it easy for businesses to create and manage chatbots that can handle a variety of customer interactions on WhatsApp. 
  • Overall, the bots module in WhatCX is a valuable tool for businesses looking to improve their communication and customer support process on WhatsApp. It allows businesses to automate certain tasks and interactions, saving time and effort while also providing a convenient and efficient experience for their customers. 

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Feedback

  • The feedback module in WhatCX is a feature that allows businesses to gather customer feedback on their customer service agents. This module enables businesses to send surveys or review requests to customers who have interacted with a specific agent via WhatsApp, and it provides tools for collecting and analyzing the responses. By using the feedback module, businesses can gain valuable insights into their customers’ experiences with their customer service agents, which can help them improve the overall quality of their customer service. 
  • One of the main benefits of the feedback module in WhatCX is that it allows businesses to gather customer feedback in a quick and convenient way. Customers can easily provide their feedback or reviews via WhatsApp, which makes it more likely that they will respond.  
  • Additionally, the feedback module in WhatCX provides analytics and tracking tools to help businesses analyze and understand their customer responses, and it offers the ability to segment and categorize feedback based on specific criteria, such as the agent’s name or the stage of the customer journey. 
  • Overall, the feedback module in WhatCX is a valuable tool for businesses looking to gather customer feedback and improve their customer service. It enables businesses to collect and analyze customer opinions and experiences with their customer service agents in a convenient and efficient way, helping them to better understand their customers and enhance the overall customer experience. 

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Enquiry

  • The Enquiry module is WhatCX is very useful with respect to addressing the requests for information or assistance made by a customer to a company. It is typically triggered when a customer has an issue or concern that has not been resolved by an agent, and they want to speak to someone with higher authority or expertise to address the matter in more detail. 
  • Enquiries can be escalated to business heads or other high-level executives if the issue requires their attention or if the customer feels that the issue has not been adequately addressed by the agents/employees. 
  • In a customer service context, enquiries can be tracked and managed through a system such as WhatCX, which allows for the tracking of enquiry stages. These stages might include “new enquiry,” “under process,” or “closed.” This system allows for efficient tracking and management of customer issues, ensuring that enquiries are properly addressed and resolved in a timely manner. 

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QR and Widgets

  • The QR and Widget module in WhatCx allows businesses to create and manage multiple QR codes for use in marketing campaigns. These QR codes can be placed on a website or in physical locations, such as storefronts or promotional materials, and can be used to direct prospects and customers to a WhatsApp conversation with the business. 
  • Using the QR and Widget module, businesses can create QR codes with specific campaign objectives in mind, allowing them to tailor their messaging and interactions with prospects and customers. Once a QR code is scanned, the user will be directed to a WhatsApp conversation with the business, providing a convenient and immediate means of communication and customer service. 
  • Overall, the QR and Widget module in WhatCx is a useful tool for businesses looking to increase engagement and communication with their prospects and customers through the use of QR codes and WhatsApp. 

‘To know more details about QR and Widget Click

Forms

  • Forms is a module in WhatCX that allows businesses to create and trigger forms for capturing customer data through WhatsApp. This can be an extremely useful tool for businesses looking to streamline their customer interactions and gather important information from customers in an efficient and convenient way. 
  • Using Forms in WhatCX, businesses can create custom forms with a variety of fields, including text fields, multiple choice questions, and more. These forms can be triggered through WhatsApp, either manually by an agent or automatically as part of a customer service workflow. This allows businesses to gather information from customers directly through the messaging platform, rather than requiring customers to fill out a form on a website or in an email. 
  • Forms in WhatCX can be used for a variety of purposes, including gathering customer feedback, collecting information for lead generation, and more. The module is particularly useful for businesses that rely heavily on WhatsApp as a customer communication channel, as it allows them to seamlessly collect and manage customer data within the same platform. 

‘To know more details about Forms Click

Admin

  • The Admin module in WhatCX is a powerful tool that allows businesses to manage and customize their WhatsApp profiles, create custom tags and labels, and perform wallet recharges. It also provides a central location for managing user and team data within the platform. 
  • Through the Admin module, businesses can manage their WhatsApp profiles, including setting a profile picture, bio, and more. This can help businesses establish a professional and consistent presence on the messaging platform, and can be particularly useful for companies that rely heavily on WhatsApp for customer communication. 
  • The Admin module also allows businesses to create custom tags and labels, which can be used to organize and categorize customer interactions and enquiries. This can help businesses stay organized and efficiently manage customer issues, as well as track and analyze customer data over time. 
  • In addition to these features, the Admin module in WhatCX also enables businesses to perform wallet recharges, which can be useful for businesses that use the platform’s paid features. By using the Admin module, businesses can easily manage their WhatCX account and ensure that they have the resources and tools they need to effectively communicate with customers through WhatsApp.

These modules include features such as automated messaging, customer support, lead generation, and analytics. With these tools, businesses can automate their communication with customers, track customer interactions, and gather valuable insights to improve the customer experience. 

Additionally, WhatCX provides a user-friendly interface and easy-to-use features that make it simple for businesses of all sizes to take advantage of the platform. Whether you are a small business owner, a customer service team, or a marketing professional, WhatCX has the tools and features you need to connect with your customers and grow your business.