WhatsCRM AI

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Training items0

Client

Automatic AI replies

Chats

💬

Select a conversation from the left.

00:00 Recording voice message…

All Client Chats

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Choose any client's chat from the left.

00:00 Recording voice message…

ClientTraining belongs only to the selected client. The AI answers from this data.

Business Profile

Tell the AI what this business is, what it sells and how to talk. This is used in every reply.

Industry What do you sell? Reply Languages (select 1–3; none = auto all) English Roman Urdu اردو Urdu

Business Description

Website Social Media Links Google Review Link

Address (text) Google Maps Link When customer asks for address, send

The AI reads customer images and listens to voice messages automatically. It only ever talks about YOUR company — off-topic questions get a polite company-only reply.

Add Catalog Item

Products, services, parts, packages and vehicles — all in one place. The AI quotes ONLY from here.

Item Type Name Category

Department Regular Price Offer Price (optional)

Offer End Date Price Type Availability

Applicability (optional — leave empty for all)

Brand / Make Model / Variant Year Type

Condition

Description

Warranty Completion Time Specifications

Keywords Customer Phrases

Image URL (sent with AI reply) Brochure URL (PDF)

AI may quote the price (OFF = "our team will confirm") Call-to-Action

Catalog

🧠 AI Brain Storage

Every catalog item & knowledge entry is stored in the AI's own brain index. Add/edit updates it instantly, delete removes it — so the AI recognises your services even in voice notes and informal wording.

Loading brain status…

Add Department

Complaints, appointments, insurance and inquiries are routed and emailed to the right department automatically.

Department Name Head / Contact Person WhatsApp Number

Head's Phone Head's Email Department Email (general)

Inquiry Handler Name Inquiry Handler Email (inquiries go HERE) Working Hours

Handles (comma separated)

Use head's name in AI answers Share WhatsApp number with customer Email inquiries to this department AI silent — humans only (auto-handoff)

After-hours Message

Departments List

Job Vacancies (HR)

The AI answers job questions ONLY from this list. Empty list = "no active vacancy" (never invents a job). Applicants' details are emailed to the HR/mapped department.

Job Title Department Location

Type Salary Range (optional) Apply Email Last Date

Requirements Apply Link (optional)

Department FAQs

Questions & answers that belong to ONE department. The AI uses them together with its routing rules.

Department Question Keywords

Approved Answer

Connect Your Database (read-only)

The AI looks the customer up by WhatsApp number — name, past purchases and service/repair status — and answers personally. The AI never gets direct SQL access; only safe, read-only lookups run.

Label Host Port

Database Name DB User DB Password

Tip: create a MySQL user with SELECT-only rights for safety.

Table Mappings

Tell the AI which table holds what. Purpose "Purchases" = what the customer bought; "Service Records" = repairs/service history & current status.

Database Purpose Table

Phone Column (required) Customer Name Column Item / Vehicle Column Date Column

Status Column (e.g. repair status) Extra Columns (comma separated, optional)

Preview — what will the AI see?

AI Rules & Guardrails

These rules apply to every AI reply for this client.

Emoji Style Lead Follow-up Delay (minutes) Admin Notification Email

Repeat-message guard (possible bots): turn AI OFF and email admin the chat Repeat count before AI turns off

Spam throttle (minutes) — repeated off-topic/spam blocks AI requests for this long Daily summary email (evening) — chats, leads, complaints & cost to Admin Email

Always ON: the AI only talks about YOUR company (off-topic gets a polite redirect), it can never quote a price that is not in your Catalog / Knowledge (Price Guard), an angry customer is automatically handed to your team, and a matched catalog item's image/brochure is sent with the reply.

Recent Inquiries

AI Audit Log

Every AI reply: customer message, AI reply, what the AI understood (item / department / lead / tag), mood, confidence and action. Click any entry to open that chat in the Inbox.

Add Q&A Knowledge

Category Department (optional)

Question Approved Answer Keywords

CSV Import

Headers required: category,question,answer,keywords

Training Data

ClientThese settings apply only to this client.

AI Behavior

Automatic AI replies

Fallback WhatsApp Minimum confidence (0–100) Pause after human reply (minutes)

Voice replies (answer voice notes with an AI voice note) AI Voice (awaaz چنیں)

Voice generation uses extra OpenAI credit per reply. Sample bhi thora credit use karta hai.

Notify on new customer message Notify when human reply is required

AI Instructions (tone & rules)

OpenAI Access

The platform key is never exposed to clients. A client can use its own key only when the admin allows it.

Key Source OpenAI Model Platform Key Own Key Status

Add / Replace Client's Own OpenAI Key

Email Sending

Inquiry and notification emails (to you AND your customers). By default they are sent from the platform address — add your own SendGrid key or SMTP account to send from your own email.

Current Sender Sending Method

Own SendGrid API Key

SMTP Host SMTP Port Encryption

SMTP Username SMTP Password

From Email From Name

WhatsApp Cloud API Connection

Synced automatically from www.whatscrm.pk. Token is masked.

Connection Status Source WABA ID Business Phone Number ID App ID Display Number Platform Login Type

Permanent Meta Access Token (masked)

WhatsCRM Clients

Advanced — create client / login / channel manually

New Client

Name Slug WhatsCRM UID (optional) Fallback WhatsApp

New Client Login

Client Name Email Password

Manual WhatsApp Channel

Client Label WABA ID Phone Number ID Display Phone Access Token

Master admin only

Platform OpenAI

Your master OpenAI key stays server-side. Clients never receive the full key.

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Current Key (masked) Stored Source Default Model Replace Master API Key

Only clients marked Platform Key: Allowed can bill against this key. Set validity days per client on the Clients page — access auto-expires.