Learn WBoTCRM
Step-by-step tutorials for every feature, with the exact buttons to press. 31 short guides.
Get started
- Install WBoTCRM and sign inAdd the extension to Chrome, open WhatsApp Web and sign in with your licence.
- The top bar, the dock and Ctrl KThree ways to reach everything: the top bar, the dock on the right, and the command search.
- Home: who needs you todaySee open leads, pipeline value and every customer waiting for your reply.
- Settings: language, theme, currency and moreMake WBoTCRM yours: language, light or dark, currency, and what shows on WhatsApp.
Organise your chats
- Inbox: filter, pin and snooze chatsA work list of your chats: unread, waiting for you, pinned or snoozed, filtered by label or CRM stage.
- CRM pipeline (Kanban board)Drag customers between stages like New lead, Quote sent and Won, and see the value in each stage.
- Contact profiles, tags and notesKeep deal value, city, company, birthday, tags and notes on every customer — right next to the chat.
- Quick repliesSave answers you type every day — prices, address, catalogue, voice notes — and send them in two clicks.
Reach customers
- Campaigns (bulk messages)Send one message — with photos, PDFs or a voice note — to a list, with safe delays and a report.
- Import contacts from Excel or CSVUse a spreadsheet as a campaign list, with every column available as a variable.
- Schedule a campaign for laterPrepare a campaign now and let it start by itself at a date and time.
- Send later and remindersWrite a message now and send it tomorrow at 10, or get a reminder to call someone back.
- Post and schedule WhatsApp StatusPost a text, photo or video Status from your computer — now or at a set time.
- Meeting schedulerBook a call with a customer, send the invitation and remind both of you before it starts.
Automate
- Auto-replies and away messagesAnswer common questions automatically, or send an away message outside business hours.
- Chatbot flow builder (drag and drop)Build menus and guided conversations by connecting steps on a canvas.
- Follow-up funnelsA series of follow-up messages over days — day 1 thank-you, day 3 offer, day 7 reminder — that stops when they reply.
AI
- AI writing and translationMake a message clearer, shorter, friendlier or more formal, or translate it before you send.
- Voice notes: transcribe and recordRead a customer’s voice note as text, and record voice notes to send or save as quick replies.
- AI agent that answers customersAn AI assistant that replies to customers with your business instructions and your own AI key.
Connect your software
Privacy and safety
- Privacy blur: hide photos, names and chatsBlur profile photos, names, message previews, the open chat and media so people near your screen can’t read them.
- Safe sending: protect your numberHow waits, breaks, daily limits and opt-outs keep your WhatsApp number safe.
- Recover deleted messagesRead messages a customer deleted for everyone.
- Opt-out listPeople who reply STOP are never messaged by campaigns or funnels again.
Tools
- Extract contacts and group membersDownload saved contacts, all chats, group members or your group list to Excel.
- Check which numbers have WhatsAppPaste a list and see which numbers are on WhatsApp before you send.
- Export a chat to ExcelDownload a full conversation with dates, sender and message type.
- Back up and restore your dataSave your CRM, profiles, quick replies, campaigns and settings to a file — and restore them on a new computer.
Your account
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