Question 1

Statistics Dashboard for your Team's Performance on WhatsApp

Accepted Answer

If you want to track your team's performance, then you'll find our Statistics Dashboard quite useful. We provide you with different indicators and charts that can help you determine your team's performance while using their WhatsApp accounts on TimelinesAI.

In this article, we'll go over the Statistics Dashboard and its different sections:

Overall Performance
Activity Analytics
Performance Analytics
Agent Performance

Overall Performance

You may refine the data that displays within this section, by referring to the options we have at the top.

Date Range: You'll be able to set the timeframe you want to review here. You may choose "Yesterday", "Last 7 or 30 Days"; "This or Last Month", and "Custom Range", which will allow you to select a specific date range.
Agent: Here you'll select a specific team member you want to review or, you may choose "All", if you want to check your entire team's performance.

You'll find within this section, a general view of your workspace(or team member's) statistics, based on the following indicators:

Messages Sent: The messages that your team/member has sent
Messages Read: Number of messages read by recipients, out of all messages sent during the period
Messages Received: Messages received by your team/member
New Received Chats: New chats that have been received by your team/

Question 2

Mass Messaging Campaigns

Accepted Answer

TimelinesAI allows you to create Mass Messaging campaigns, which will give you an increased reach and communicate with new and existing contacts that you want to reach on WhatsApp. Whether you want to inform all your contacts about a new product and/or service, or share updates in general, Mass Messaging will enable you to accomplish it.

With Mass Messaging Campaigns, you’ll be able to:

Reach large groups of contacts
Send messages to both, individual and group chats
Create templates for your campaigns
Export contacts from your CRM to reach out to them on WhatsApp at scale
Upload Excel or CSV files of your contacts to easily set up your campaigns
Preview of contacts from your file with clearly indicated invalid phone numbers
Schedule you mass messaging campaign
Launch mass messaging campaigns on WhatsApp simultaneously from multiple numbers
Review the most recent status of your campaigns via CSV reports

You can access the Mass Messaging menu, by logging in to your workspace and clicking on the Mass Messaging section, within the sidebar that’s on the left, as shown in the image below:

To create a campaign, it is imperative to keep in mind the following details:

You can only create a campaign by uploading an Excel(XLSX) or CSV file (Contacts' File)
We suggest sending campaigns that don't exceed 350-400 contacts, per campaign. But this may vary

Question 3

WhatsApp and ChatGPT Integration ― Autoresponder for WhatsApp Conversations

Accepted Answer

TimelinesAI allows you to set up a ChatGPT-powered auto-responder in your WhatsApp account without code or external automation tools!

You can tailor ChatGPT response to your needs, by providing instructions in plain language in prompt field. Use the default prompt as a basis and modify it as needed. You can supply some background information on your business and instruct ChatGPT to respond differently, depending on whether it is the first message in the WhatsApp conversation.

You can select whether to activate the auto-responder in specific WhatsApp chats, or to enable it in all new chats that are created, when you receive a message from a new contact or start a new conversation.

For each incoming message received in a chat, where ChatGPT auto-responder is enabled, TimelinesAI will automatically respond with a text, generated by ChatGPT.

How does it work?

We use ChatGPT text-davinci-003 model, with up to 1,000 tokens per single request (you can read more about tokens and pricing here). Up to 16 most recent WhatsApp messages in the conversation will be supplied together with the prompt, to allow for highly relevant and context-aware replies.

Most human languages are supported, however, the quality of response depends on the language and cannot be guaranteed. In addition, languages other than English may use significantly more tokens.

ChatGPT auto-response is activated with a delay of 5 seconds after the message is recei

Question 4

Roles for Managing your Shared Inbox on TimelinesAI

Accepted Answer

Defining Roles

In order to manage your WhatsApp Shared Inbox more efficiently, you can invite your colleagues to the workspace and assign roles to them.

You can invite your team members from the Team section.

Permissions in TimelinesAI allow you to control access to the following features:

Complete Access to all chats from all connected WhatsApp numbers to your workspace (including your teammates)
Team management (inviting new team members, accepting join requests, changing roles, suspending, and activating team members);
Workspace-level integrations and automations settings (Zapier key, Pipedrive and HubSpot workspace integrations, and Webhooks);
Individual integrations (individual Pipedrive Integration);
Access to Mass Sending campaigns reports and templates created by other users.
Subscription management (plan and billing settings);

TimelinesAI allows you to control access permissions for individual team members by assigning them a role that defines which workspace features they can access. You can select a role when inviting a new workspace member, and change it later at the "Team" section. Additionally, you can assign a team member as “responsible” for a specific chat (only one user can be assigned as “responsible” for a chat at a time).

The following roles are available to provide h

Question 5

How does the WhatsApp-Pipedrive Integration work on TimelinesAI?

Accepted Answer

How to integrate WhatsApp with Pipedrive

Register a TimelinesAI profile if you don't have it already;
Connect TimelinesAI with Pipedrive, via the Pipedrive Integration section. The platform will ask you for permission access and then, we'll install our TimelinesAI Integration app into your Pipedrive workspace;
You may invite your team members, so they can also connect their own Pipedrive accounts. You and your team members will be able to see the messaging history with your clients, start new chats and send messages to WhatsApp from Pipedrive.

Note: The integration creates a new type of custom Activity on Pipedrive. To prevent the WhatsApp messaging from showing up on your calendar, on Pipedrive, open Settings > Calendar sync and uncheck the activity named "WhatsApp chat".

How does the WhatsApp-Pipedrive integration works on TimelinesAI

Contacts are matched automatically with Persons on Pipedrive based on their WhatsApp number. If there is no Person with such number yet, it will be created automatically. The fuzzy matching works with any format in which you save numbers (with our without "+", country code, etc.).
WhatsApp messages are inserted as a custom Activity on the Person's feed. The Activity entry is created once per 24 hours, so the messaging will be grouped by relevant dates. As the sync

Question 6

Applying Filters to the Chat Inbox

Accepted Answer

How to Create a Filter

You can create a new Filter by clicking on the New filter button, that's beside the Search Bar that's on the top of the Chat Inbox.

How to Create a Filtered View Step-by-Step

You will be able to name the new filter. After that, you can set the criteria that you see fit, to sort your chats from WhatsApp. After you apply them, click on the "Apply" button, to save the filter:

Criteria for Filters

Labels: You may use this field to enter the labels that you have applied to your chats, which will allow them to be filtered
Whatsapp Account: It is used to filter chats that come from a specific number (in case you have more than one WhatsApp number connected in your workspace)
Chat name: Do you have a specific naming system for your chats? If yes, you can choose to display only chats that have a specific nomenclature in their title
Include archived: If you have previously archived chats, these will be shown in the filtered view
Set as default filter view: You can replace your default "All Chats" tab with this checkbox, so it can be the first view visible when you access your inbox
Shared with the team: Check this option if you want to make this list visible to all your team members ** [(Available only for Owners and Admins)](https

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