ConvoBox · All features
Every ConvoBox feature, in one list
The complete list of what ConvoBox does on the WhatsApp Business API, grouped by module, from onboarding to Shopify revenue tracking, AI agents and Claude.
WhatsApp API onboarding
Get your number on the official WhatsApp Business API.
- Embedded signup – connect a new or existing number through Meta in one sitting
- Business verification help – guidance through Meta business verification
- Hand-held onboarding – a ConvoBox specialist sets things up with you (Grow and Scale)
- Number quality and limits – see messaging tier and quality rating
WhatsApp profile setup
Your business identity in every chat.
- Display name and logo – profile photo and name customers see
- Description and about – what you do, in your words
- Address, email and website – contact details on the profile
- Business category – so customers know what you sell
- Marketing templates – offers, launches, newsletters
- Utility templates – order, payment and appointment updates
- Carousel templates – up to ten swipeable product cards
- Flow templates – messages that open a WhatsApp Flow
- Media and buttons – image, video, document, quick reply, URL, call, copy code
- Approval tracking – submit to Meta and track status
- Form builder – multi-screen WhatsApp forms
- Field types – text, dropdown, radio, checkbox, date picker
- Use cases – bookings, lead capture, KYC, feedback, surveys
- Saved responses – answers stored on the contact and sent to webhooks
- Send now – launch to a list or segment instantly
- Scheduling – pick date and time
- Analytics – sent, delivered, read, clicked, failed
- Retry failed numbers – resend only where it failed
- Segmentation – tags, CRM stage, attributes
- Unsubscribe option – opt-outs excluded automatically
Workflow and chatbot builder
Trigger-based automation for any message.
See how workflow and chatbot builder works- Trigger – keyword, any message, ad click, Shopify event, webhook
- Condition and delay – branch and wait
- Text, image, video, document – send any content
- Template node – reopen the 24-hour window
- Reply, list and CTA buttons – tap-to-answer menus and links
- Ask name, address, location – collect details in the chat
- WhatsApp Flow node – open a form from the bot
- Link to another workflow – reuse menus and branches
- Individual and team assignment – hand over to people
- List node – menus of up to ten rows
- Move CRM stage – update the pipeline from the bot
- Webhooks – send data to other systems
- Pipelines and stages – custom sales and support pipelines
- Deals – values and status
- Tickets – support issues to resolution
- Tasks – follow-ups with due times
- Notes – private team notes
- Contact owner – one person accountable
- Agent assignment – manual or automatic
- Stage automation – moves from replies and events
- Stage drip campaigns – instant message on stage change, then a timed drip
- Meta Lead Ads forms – leads arrive at the right stage
- Agent assignment – to people or teams, round robin on Scale
- Lists and filters – mine, team, unassigned, snoozed
- CRM stage – see and change in the chat
- Timeline – every event for the contact
- CRM notes – private notes in the thread
- Snooze – return a chat at a set time
- Contact details and assets – profile, fields, saved media
- Send catalog in chat – products and lists
- Quick replies – saved answers with variables
- Agent analytics – response times and volume
- Order confirmation
- COD confirmation and order tag
- Fulfilment, in transit, out for delivery, delivered
- Return, refund and cancel updates
- Abandoned cart drip messages
- Upsell, cross-sell, cart value upsell
- Repeat purchase reminder and follow-up
- First purchase welcome
- Product feedback
- Win-back and segment campaigns
- Price drop, low stock, new product alerts
- WhatsApp updates popup – collect numbers on your store with consent, with your offer banner
- Back-in-stock Notify me – sold-out product page box, then a restock message on WhatsApp
- Revenue tracking – abandoned cart revenue, tracking pixels and links
- Connect catalog – products, prices, images, stock
- Orders – orders page with status
- Payments – Razorpay and PayU: UPI, cards, netbanking, wallets
- Delivery app integration – shipments and tracking, including Delhivery
- Click-to-WhatsApp auto-tagging – campaign and ad on every chat
- Lead Ads form sync – form entries become CRM contacts
- Instant WhatsApp follow-up – message form leads in seconds
- CRM signals to Meta – Qualified and Won sent back for lookalike leads
- Natural-language replies – answers questions written any way
- Business information – FAQs, policies and product details you add
- Product and order answers – catalog and order questions
- Lead qualification – saves answers to the contact
- Human handover – to agents or teams in the shared inbox
- Voice agent – in development
- MCP server – connects Claude to your ConvoBox workspace
- Contacts and conversations – look up and summarise
- Broadcast results – delivery, read and click numbers
- Template drafts – drafted by Claude, reviewed by you
- CRM pipeline – deals, stages and owners
- Admin login – all chats, teams and assignment
- Agent login – chats allowed by access control
- Full team inbox – assignment, notes, CRM stage, snooze
- Quick replies and assets – saved answers and media
- Send catalog – products from the chat
- Contact details and timeline – orders, tags and history
Agents, teams and access
Control who does what.
- Agent creation – invite teammates with their own login
- Team creation – group agents by function
- Access control for teams – limit chats, contacts and settings per role
- Unsubscribe management – respect opt-outs everywhere
Questions about ConvoBox features
Short, direct answers. Still unsure? Message the team on WhatsApp.
What does ConvoBox include?
ConvoBox includes WhatsApp Business API onboarding, profile setup, message templates and WhatsApp Flows, broadcasts with scheduling and analytics, a no-code chatbot and workflow builder, AI agents, a WhatsApp CRM, a shared team inbox with an Android app, WhatsApp commerce with payments and delivery, a Shopify app, and an MCP server for Claude.
Which features need a higher plan?
Grow adds COD confirmation, cart recovery, the WhatsApp catalog, payment links, ad lead sync and WhatsApp Flows. Scale adds the AI agent, round-robin assignment, delivery integrations, the orders page, the API and the Claude MCP server. See the pricing page for the full comparison.
Can I try every feature before paying?
Yes. Every plan starts with a 7-day free trial and no credit card is needed.
Is there a mobile app?
Yes. The ConvoBox Android app gives admins and agents the full shared team inbox on their phone.
Does ConvoBox have AI?
Yes. ConvoBox AI agents reply on WhatsApp in natural language and hand over to your team, the MCP server lets you use ConvoBox from Claude, and a voice agent is in development.
Do I need a developer to use ConvoBox?
No. Onboarding, templates, broadcasts, chatbots, the CRM and the Shopify app all work without code. Webhooks and the API are there if your developer wants to connect other systems.
Get started today
Start selling and supporting on WhatsApp this week
Connect your number to the official WhatsApp Business API and launch your first broadcast, chatbot or Shopify automation the same day.
- 7-day free trial
- No credit card
- Official Meta Tech Partner
- Hand-held onboarding