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
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 depending on your needs.
The limit of messages you

Question 3

TimelinesAI and Monday.com Integration

Accepted Answer

If you're looking to integrate Monday.com with WhatsApp, you may do so via the TimelinesAI-Monday.com integration.

How to setup the Monday Integration

Before proceeding, it's important to note that:

This integration only syncs contacts from WhatsApp into Monday CRM as Items
The connection within this integration can only be established by the workspace owner (Master connection)

First, you'll see the Monday CRM Integration in the sidebar that's on the left:

Make sure to log into your Monday CRM workspace as well, within the same web browser window, so you can proceed with the steps below.

Step 1: Install TimelinesAI in your Monday Account

Clicking on this button to get started. You'll be taken to a page where you can select the following:

All Workspaces: TimelinesAI will be installed in all of your Monday CRM workspaces
Specific Workspaces: Selecting this option will allow you to choose the specific workspace on Monday CRM where you want TimelinesAI to be installed

After selecting any of the options above, you'll need to click on the "Install" button that's at the bottom of the page.

You'll be taken to the "Installed Apps" within Monday CRM, where TimelinesAI will show up, which means that the first step has been completed and now, we can continue with the next step.

Step

Question 4

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 gpt-3.5-turbo model with up to 4,096 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 received

Question 5

TimelinesAI and Zoho CRM Integration

Accepted Answer

You may sync new contacts from WhatsApp to Zoho CRM (and CRM Plus) through TimelinesAI-Zoho CRM Integration.

How to setup the Zoho CRM Integration on TimelinesAI

Things to keep in mind before integrating TimelinesAI with Zoho CRM:

This integration only syncs WhatsApp contact to Zoho CRM
Only the workspace owner can establish the connection (Master connection)

You'll see the Zoho CRM section available within the sidebar that's on the left:

Clicking on the "Connect Zoho CRM" button will take you to an OAuth page where you'll allow access to your Zoho CRM. After approving the access, you'll be taken back to the Zoho CRM section on TimelinesAI.

Integration Settings

Now that we've established a connection between TimelinesAI and Zoho CRM, we'll proceed to configure it before activating the integration.

|| These steps must be followed to successfully configure and activate your Zoho CRM integration.

You'll see the following integration settings:

Sync destination:

Here you'll be able to select the Zoho CRM module you'd like to have your contacts sync into. It's important to note that only modules that have a "Phone Number" field will be eligible within this drop-down.

If you don't see a module that you'd like to use to sync contacts into, then make sure to double-check i

Question 6

Webhook Integration

Accepted Answer

Webhook Integration: WhatsApp → CRM and your other systems

Share this article with your developer or use Zapier to integrate your system with WhatsApp

Setup

TimelinesAI allows to notify an external system when a new message is received or sent to any connected WhatsApp account in a workspace. This includes WhatsApp messages sent via WhatsApp Mobile App and/or from within TimelinesAI.

It’s often the case that such integration is used via some intermediary service such as Zapier, where each activation of a webhook counts towards task quota utilization.

To make the usage of tasks quota more efficient, TimelinesAI provides a possibility to aggregate multiple messages sent or received in a specific chat over the selected period of time. The messages are sent via the webhook as a single “bundle”. For your convenience, such “bundle” contains a field with the pre-formatted aggregation of messages (and a link to the section in conversations in TimelinesAI), but you can implement your own formatting using the data provided with the webhook.

Bundle of messages sent via a webhook

To setup the integration using Webhooks:

Navigate to the Integrations section within your TimelinesAI workspace
Select the ** Webhooks tab **

You will

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