WhatsApp CRM
Capture campaign source, qualify leads, assign owners, manage pipeline stages and trigger approved follow-up workflows.
Plan integration ↗INTECHAXIS PLATFORM
A connected operating layer for growth, sales and automation.
The long-term IntechAxis product vision brings acquisition, WhatsApp, social operations, CRM, AI and analytics together—so teams spend less time moving data and more time acting on it.
Social Command Center
Plan content, centralize channel workflows, analyze engagement and connect social activity to measurable business outcomes.
Plan integration ↗AI Sales Assistant
Summarize conversations, classify intent, surface next actions and help teams respond faster with human oversight.
Plan integration ↗Revenue Analytics
Connect channel, landing-page, lead and sales signals into dashboards built around pipeline and revenue.
Plan integration ↗Automation Studio
Design repeatable workflows for lead routing, alerts, reporting, follow-up and internal business processes.
Plan integration ↗Knowledge Layer
Give approved AI assistants access to structured company, service, process and support knowledge.
Plan integration ↗SECURITY BY DESIGN
Advanced features need controlled access, not shortcuts.
Production modules should use official APIs, scoped permissions, role-based access, audit logging, consent records, encrypted secrets and controlled AI actions.
- Official WhatsApp Business Platform integration
- RBAC for admins, sales and client users
- Central secret management and webhook verification
- Audit trails for sensitive actions
- Opt-in / opt-out records for messaging workflows
PLATFORM / SECURITY MODEL
IDENTITY → RBAC MESSAGING → VERIFIED API SECRETS → SERVER ONLY WEBHOOKS → SIGNED AI ACTIONS → ALLOWLISTED AUDIT → RECORDED STATUS → PRODUCTION READY PATH