A mini-CRM built into your WhatsApp inbox.
Organise, tag and segment every customer who chats with you. Store the attributes that matter, build smart audiences and send broadcasts only to people who will care.
- No credit card needed
- Setup in 5 mins
- Official WhatsApp API
Trusted by 210,000+ businesses across 68+ countries
Why businesses choose Chatbox AI for
Contact Management
Targeted marketing
Send broadcasts only to relevant segments, lifting conversions and protecting your number's quality rating.
Deep customer context
Agents see a customer's history, tags and attributes before replying, no more 'can you share your order ID again?'.
One source of truth
Contacts from ads, your store, CRM and chats land in one place, de-duplicated by phone number.
Powerful capabilities
to scale on WhatsApp
Everything you need to automate conversations and drive conversions.
Audiences that update themselves
Smart segmentation
Build dynamic segments from tags, purchase history, behaviour and last-active date, like 'High-value customers' or 'Inactive for 60 days'. Segments update automatically as contacts change.
- Combine tags, attributes and activity
- Auto-updating segments
- Use in broadcasts and automations
Store what matters to you
Custom attributes
Add fields such as city, VIP status, preferred language, plan, or last purchase date. Fill them from chatbot answers, integrations, API calls or by hand, and use them as template variables.
- Text, number, date and list fields
- Filled by bots, integrations or agents
- Usable as {{variables}} in messages
Bring your whole list
Bulk import and export
Import contacts from CSV with column mapping to attributes and tags, or sync them continuously from Shopify, LeadSquared or your own system through the API.
- CSV import with field mapping
- Shopify, CRM and API sync
- Opt-in status stored per contact
How teams use
Contact Management
VIP programmes
Tag top spenders and send them early access and exclusive offers.
Win-back campaigns
Segment customers inactive for 60 or 90 days and re-engage them.
Regional offers
Target by city or language for local sales and store launches.
Lead pipelines
Track lead stage as an attribute and follow up automatically.
Questions about
Contact Management
Got questions about Contact Management? We've got answers.
Chatbox AI includes a built-in contact manager, tags, custom attributes, segments, notes and full chat history, that works as a lightweight WhatsApp CRM. If you already use a CRM such as LeadSquared, you can sync contacts both ways instead.
Is Chatbox AI a WhatsApp CRM? Chatbox AI includes a built-in contact manager, tags, custom attributes, segments, notes and full chat history, that works as a lightweight WhatsApp CRM. If you already use a CRM such as LeadSquared, you can sync contacts both ways instead.
How do I import contacts into Chatbox AI? Upload a CSV and map columns to phone number, name, tags and custom attributes, or sync contacts from Shopify, your CRM or any system through the API. Make sure every contact has opted in to receive WhatsApp messages from you.
Can I segment contacts for broadcasts? Yes. Build segments from tags, attributes and activity, then choose the segment when creating a broadcast. Audience segmentation is included in the Growth plan (₹2,999/month) and the custom Scale plan.
Do I need customers to save my number first? No. Unlike WhatsApp Business App broadcast lists, the WhatsApp Business API lets you message any customer who has opted in, whether or not they saved your number.
Can I export my contacts? Yes. Your contact data belongs to you. Export contacts, tags and attributes whenever you need them, or pull them programmatically through the Chatbox AI API.
Keep exploring
Your next 10,000 customers are already on WhatsApp.
Broadcast, automate, sell and support on the official WhatsApp Cloud API. Join 210,000+ businesses getting up to 98% open rates, and go live in under 2 minutes.
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