# Connectify CRM

Connectify CRM is an enterprise WhatsApp Customer Relationship Management (CRM) and marketing automation platform built on the official Meta WhatsApp Business Cloud API for high-growth e-commerce brands in Pakistan and globally.

## Core Capabilities
- **Official Meta WhatsApp Business Cloud API integration**: Scalable and verified corporate messaging.
- **Shared Multi-Agent Team Inbox**: Centralized dashboard for customer agents to coordinate and chat.
- **AI RAG (Retrieval-Augmented Generation) Chatbot**: Direct learning from custom knowledge bases (PDFs, URLs, spreadsheets) for brand-perfect customer automation.
- **Visual Drag-and-Drop Flow Builder**: Build interactive customer journeys, auto-responses, and menu trees.
- **Bulk Marketing Campaigns & Broadcasts**: Bulk messaging targeting imported contacts with full scheduling and delivery logs.
- **Pakistani Courier Integrations**: Native shipping sync with Leopards Courier and PostEx for automatic cash on delivery (COD) handling.
- **Shopify & WooCommerce Integration**: Auto-sync store products, process abandoned cart recoveries, and auto-confirm orders via WhatsApp.

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## Primary Links
- **Homepage**: https://connectifycrm.online/
- **Pricing**: https://connectifycrm.online/pricing
- **Registration**: https://connectifycrm.online/signup
- **Login**: https://connectifycrm.online/login
- **Privacy Policy**: https://connectifycrm.online/privacy
- **Terms of Service**: https://connectifycrm.online/terms
- **Data Deletion Instructions**: https://connectifycrm.online/data-deletion
- **Contact Support**: https://connectifycrm.online/contact

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## Technical Specifications & Integrations

### Meta Cloud API Integration
- Uses official Meta webhook subscriptions for real-time, asynchronous processing.
- Handles incoming text messages, interactive lists, quick replies, buttons, and media (images, files).
- Supports Template Messages pre-approved by Meta for business-initiated chats.

### Shopify E-Commerce Actions
- **Abandoned Cart Recovery**: Trigger automated recovery template notifications to shoppers on WhatsApp.
- **Order Flow Confirmation**: Automatically request customers to click buttons on WhatsApp to confirm Cash on Delivery (COD) orders, reducing return-to-origin (RTO) rates.
- **Logistics Integration**: Triggers automated status updates via Leopards Courier and PostEx webhook tracking events.

### AI Engine (Native RAG)
- Centralized `AIOrchestrator` handles user utterances and tool execution.
- Vector search retrieval checks store-specific document embeddings to formulate highly accurate support responses.
- Automatically falls back to human agents if confidence thresholds are unmet.

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## Frequently Asked Questions

### Do I need a Meta Developer Account?
Yes. To send official WhatsApp messages, your business must register on the Meta Developers portal and link a phone number to a WhatsApp Business Account (WABA). Connectify CRM facilitates verification and setup.

### How is customer data isolated?
Connectify CRM is a multi-tenant platform. All database queries isolate data per organization id using Prisma ORM constraints and indexed PostgreSQL columns.