Verified message intake
Challenge verification, webhook signatures and idempotent storage protect the inbound path.
Messaging
WhatsApp inquiry workspace
Bring verified WhatsApp conversations into the same inquiry pipeline, timeline and ownership rules as email.
What it does
TradeMax connects directly to the official WhatsApp Cloud API. Signed webhooks bring incoming messages into a durable conversation record, and AI separates real B2B buying inquiries from noise before promoting qualified conversations into the existing CRM.
Email and WhatsApp then share one customer timeline. Operators can review the full queue, while a sales rep can only reply to inquiries assigned to them. Free-form replies stay inside WhatsApp's 24-hour customer-service window, with delivery and read states projected back into the conversation.
Connection secrets are treated as infrastructure, not form data: access tokens, app secrets and verification tokens are encrypted, ordinary APIs never return them, and the module is off by default. Without a valid connection, it neither calls the platform nor sends a message.
Core capabilities
AI inquiry recognition
Real B2B inquiries move into CRM with the conversation context that produced them.
One customer timeline
Email and WhatsApp activity sit together, under the same rep ownership and audit rules.
Feature checklist
- Direct integration with the official WhatsApp Cloud API
- Webhook verification and signature validation before messages are accepted
- AI-assisted B2B inquiry classification with qualified conversations promoted to CRM
- Sales reps can reply only to inquiries assigned to them
- Free-form outbound replies are limited to 24 hours after the customer's last inbound message
- Sent, delivered, read and failed receipts update the durable message record
- Tokens and app secrets are encrypted and never returned through ordinary APIs; the module is disabled by default
Want to see this module run?
Book a demo and we'll run this module on real data.