Features
Manage customer communication in one place
For sales, customer service, operations, finance and marketing teams.
Automatic SetXRM records
Mapping profiles write inbound and outbound messages, delivery statuses and new contacts to the SetXRM objects you choose in the panel.
Smart contact matching
Contacts and accounts are found in SetXRM by phone number; if none is found, external services are queried in order or a new contact is created.
Live chat inbox
An agent inbox with 24-hour window check, media and button messages, quick replies, blocking and marketing-consent management.
Chatbot and AI
Welcome and out-of-hours messages, keyword replies and menus. The AI assistant only answers from the knowledge text you write.
Bulk campaigns
Approved templates with recipients from CSV, existing conversations or a SetXRM query; scheduling, rate limits and delivered/read/replied counters.
Reports and administration
Message and conversation reports, number usage and cost breakdown; Excel/PDF export, roles and audit log.
The journey of a message
- The customer writes: the message to your WhatsApp Business number arrives instantly via the official Meta Cloud API.
- The contact is found: the phone number is matched with contact and account records in SetXRM.
- A record is created: the message is written to the objects and fields you defined – without code.
- Bot or agent replies: routine questions are answered automatically and handed over to an agent when needed.
- Everything is reported: conversations, delivery statuses and costs are tracked in the panel.
Send messages from SetXRM
Through the REST API, your SetXRM workflows can send text, approved templates, media, button and list messages, locations and contact cards. Simulation mode shows which records would be written and which bot rule would run – without sending anything.
Security and compliance
- No campaign messages to people who opted out or blocked you
- Mandatory webhook signature verification; secrets are stored encrypted
- Each company’s data is kept separate, with configurable retention
- With the local AI option, conversations never leave your server
A Meta Business account and a phone number not registered in the WhatsApp app are required. Message fees are billed by Meta at current rates. WhatsApp is a trademark of Meta Platforms, Inc.
FAQ
Frequently asked questions
Which WhatsApp platform is used?
The official Meta WhatsApp Business Cloud API – no third-party or unofficial libraries.
Can I connect more than one number?
Yes. Each company can have unlimited numbers, each with its own Meta credentials, API key and mapping profiles.
Does the AI assistant send customer data outside?
By default a local Ollama model is used, so conversations never leave your server. Cloud providers such as Groq, Gemini or OpenRouter can be selected if you prefer.
Can messages be written to systems other than SetXRM?
Yes. Records can also be written to your own database (PostgreSQL, MySQL, SQL Server, Oracle) or an external REST/SOAP service.
Connect WhatsApp to SetXRM
Let’s connect your number together and have your mapping profiles and bot ready from day one.