TrackChat – Inbox for Perfex CRM with AI Agents

Stop Losing Leads Hidden in WhatsApp, Messenger and Instagram

Every day your sales team replies to WhatsApp messages, Messenger DMs and Instagram conversations from five different apps, none of them connected to your CRM. Deals slip through because there is no history, no attribution and no accountability. TrackChat fixes that.

TrackChat is an omnichannel inbox that lives inside Perfex CRM. Every inbound message from WhatsApp Business, Facebook Messenger, Instagram Direct, Telegram or your own website chat widget lands in a single unified inbox — with the full conversation thread, the linked Perfex Lead and every CRM action your team took, all in one place.

Click-to-WhatsApp ads automatically spawn a Perfex Lead with lead_source = TrackChat the moment the first message arrives. Your reports finally show which channel and which campaign closed the most deals.

What’s Inside

Five Channels, One Inbox

• WhatsApp Cloud API — Embedded Signup, multi-number support, template sync for 24-hour window replies, WABA filtering per app
• Facebook Messenger — OAuth + Page subscription, automatic webhook registration
• Instagram Direct — dedicated Instagram Business Login app, full DM thread sync
• Telegram Bot — auto-registered webhooks via @BotFather token
• Web Chat Widget — drop-in <script> tag for any landing page; HMAC identity binding auto-links the widget to the logged-in Perfex client portal customer

AI Agents — Your 24/7 First Responder

• Native support for OpenAI, Anthropic Claude and Google Gemini — bring your own API key, zero middleman fees
• Per-agent configuration: provider, model, system prompt, temperature, max tokens and human-handoff rules
• [TRANSFER] token triggers graceful AI → human handoff the instant the bot detects it cannot help
• Internal notes are excluded from AI context, so private team notes never leak to the bot

Perfex CRM Integration

• Auto-create Lead from every new conversation — configurable lead source, default owner and initial status
• Quick Actions — create Tasks, Events, Leads, Estimates, Proposals, Invoices, Projects, Contracts or Customers directly from any open conversation thread
• Linked CRM Items panel — every record tied to a contact visible at a glance inside the conversation
• Dashboard widget showing open / pending / unread conversations and today’s message count
• Full role-based permissions: view, create, edit, delete

Inbox Productivity

• AJAX-paginated inbox with status tabs (open / pending / resolved / all), color-coded label pills and real-time SLA elapsed timer
• Quick Replies with /shortcut trigger — reduce repetitive typing instantly
• Internal notes (private, never sent to customers, never included in AI prompts)
• Web Audio API notification beep on inbound messages — no missed conversations
• Email notification on conversation assignment
• Search and “Mine / Unassigned” filters

Reports & Analytics

• KPI strip: total conversations, resolved, average resolution time, total messages
• Daily activity chart with selectable 7 / 30 / 90 day windows
• Per-channel breakdown table
• Per-agent leaderboard with reply counts and resolution rates

3-Step Onboarding Wizard

• Step 1 — Paste Meta App ID & Secret and enable Embedded Signup
• Step 2 — Meta Dashboard cheatsheet with one-click copy buttons for webhook URLs, verify tokens and every required permission scope
• Step 3 — Configure auto-lead preferences (source label, default assignee, lead status)

Security & Reliability

• AES-256-CBC encryption for all stored API credentials — Meta App Secret and Instagram App Secret never rendered to HTML
• HMAC-SHA256 signature verification on every Meta webhook delivery
• Bundled Mozilla CA certificate bundle — TLS verification always on, no SSL_VERIFYPEER = false fallbacks
• File upload validation: extension whitelist + finfo magic-byte check
• Module-wide anti-autofill defense for Chrome, 1Password and LastPass
• Idempotent installer, versioned migrations and a clean uninstaller

Requirements

• Perfex CRM 3.0.0 or higher (tested up to 3.4.1)
• PHP 8.2 or higher (tested up to 8.3)
• MySQL 5.7+ or MariaDB 10.3+
• PHP extensions: curl, openssl, mbstring, json
• An HTTPS-accessible server (required by Meta webhooks and Telegram)
• For WhatsApp: a Meta WhatsApp Business Account + verified phone number
• For Telegram: a bot token from @BotFather
• For AI features (optional): an API key from OpenAI, Anthropic or Google

Live demo

URL: https://onboarding.ticempresarial.com/demo6/admin
Email: [email protected]
Password: 14789632