# Welcome To Chatman: An Overview

Chatman is **Open SaaS Platform** for WhatsApp. It can seamlessly integrate with WhatsApp to automate customer interaction, engage them throughout their journey, identify potential leads, and drive conversion. It's truly a next-gen strategy that every business must adopt to optimize customer engagement.

Our mission is to bridge the gap between brands and customers by leveraging the power of **AI-driven conversations** to enhance support, streamline sales operations, and elevate the overall user experience.

Join us as we help you gain deep insights into the capabilities of Chatman, where every interaction leaves a lasting impression, building rapport with your customers.

Check all the plans and select one best suited to your needs. [Pricing plans](https://chatman.makerobos.com/pages/plans-pricing)

[**How to Get Started**](https://docs.makerobos.com/chatman-enterprise-whatsapp-platform/welcome-to-chatman-an-overview/how-to-get-started-with-chatman) **with Chatman?**

## Salient Features of Chatman

### **Shared Team Inbox**

Chatman's shared team inbox helps businesses in different fields manage and address customer inquiries efficiently. 

* **Assign queries** to team members.
* **View**, **search**, and **filter** a comprehensive customer list.
* Displays assigned **attributes** and **chat** **history**.
* Manage **spam** **users**.
* Facilitates **multimedia** **response** options.
* Close the chat.

<figure><img src="https://3618795910-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3pP2APLi2ZwqQCorRa5l%2Fuploads%2FNJs6BQbL22X4SAxLA5Py%2Fshared%20team%20inbox%2022.jpg?alt=media&#x26;token=e44d91e8-8176-45b5-b8de-089ca314b769" alt=""><figcaption></figcaption></figure>

{% content-ref url="chatman-functions/shared-team-inbox" %}
[shared-team-inbox](https://docs.makerobos.com/chatman-enterprise-whatsapp-platform/chatman-functions/shared-team-inbox)
{% endcontent-ref %}

### **Assignment Rules**

* Helps assign messages (customer chats) to specific team members or a group of team members.
* Automatically assign chat to the agent on the basis of the **assignment** **rule**, as designed.

<figure><img src="https://3618795910-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3pP2APLi2ZwqQCorRa5l%2Fuploads%2FRewhfOYHywO8AQGg3XNT%2FAssignment%20Rules.png?alt=media&#x26;token=15b7cf57-4818-4f69-9593-727e2998fd18" alt=""><figcaption></figcaption></figure>

{% content-ref url="chatman-functions/assignment-rule" %}
[assignment-rule](https://docs.makerobos.com/chatman-enterprise-whatsapp-platform/chatman-functions/assignment-rule)
{% endcontent-ref %}

### **Audience Management**

* Automatically stores the details of all the customers who initiate the conversation with the bot.
* Acts as a centralized hub of for all your customer engagement.
* Search and apply filters to segregate customers into segments.
* Customize your table as per your choice.

<figure><img src="https://3618795910-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3pP2APLi2ZwqQCorRa5l%2Fuploads%2FVEFQgoMssqHCcVSgBY01%2FAudience%20Management.png?alt=media&#x26;token=48f5a8ce-7120-48d5-bdd4-5919d48e3aec" alt=""><figcaption></figcaption></figure>

{% content-ref url="broken-reference" %}
[Broken link](https://docs.makerobos.com/chatman-enterprise-whatsapp-platform/broken-reference)
{% endcontent-ref %}

### Manage Templates:

* Create **different** **templates** for various use cases.
* Store templates in the **library** for later use.
* Submit for WhatsApp approval; once approved, use them for automated conversations.&#x20;

<figure><img src="https://3618795910-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3pP2APLi2ZwqQCorRa5l%2Fuploads%2FmNVNeFB5MmDUWaxBlmCB%2FManage%20Templates.png?alt=media&#x26;token=3cee4cab-c573-4217-a871-95a7f412437f" alt=""><figcaption></figcaption></figure>

{% content-ref url="chatman-functions/templates" %}
[templates](https://docs.makerobos.com/chatman-enterprise-whatsapp-platform/chatman-functions/templates)
{% endcontent-ref %}

### **User Utterance Detection  - Instinct AI**

Chatman introduces the keyword automated chatbot feature.&#x20;

* Train your conversational AI with **custom** **user** **utterances** and create an automation to reply through **text** **messages**, **journey** (**aka** **chatbot**) or **interactive** **blocks**.
* Set up **flows** to handle **unanswered** **queries**.
* Automate replies and improve response coverage by adding more variation of the user intents.

<figure><img src="https://3618795910-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3pP2APLi2ZwqQCorRa5l%2Fuploads%2F9SKDT5kqdGx2sxRggEvV%2FUser%20Utterance%20Detection%20%20-%20Instinct%20AI.png?alt=media&#x26;token=f9ff1130-8a75-4641-bdf5-2fd9c38ab288" alt=""><figcaption></figcaption></figure>

{% content-ref url="chatman-functions/instinct-ai" %}
[instinct-ai](https://docs.makerobos.com/chatman-enterprise-whatsapp-platform/chatman-functions/instinct-ai)
{% endcontent-ref %}

### Segment

Create **static** or **live** **customer** **group** **segments** for running different campaigns and journeys.

<figure><img src="https://3618795910-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3pP2APLi2ZwqQCorRa5l%2Fuploads%2FVw63NUleU8oPpqlFvrrv%2FSegment.png?alt=media&#x26;token=1147eeaa-77bc-489a-be7d-44d4c9eb54eb" alt=""><figcaption></figcaption></figure>

{% content-ref url="chatman-functions/segment" %}
[segment](https://docs.makerobos.com/chatman-enterprise-whatsapp-platform/chatman-functions/segment)
{% endcontent-ref %}

### Run Campaigns

Create and run **one-time**, **triggered**, **drip** and **recurring** **campaigns** to launch your new product and send promotional offers.&#x20;

<figure><img src="https://3618795910-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3pP2APLi2ZwqQCorRa5l%2Fuploads%2FUNSpFNBS45EKu0T3UVyD%2Fcampaign.png?alt=media&#x26;token=f26a7c7b-8e3f-42c6-892e-baeda80fc4f6" alt=""><figcaption></figcaption></figure>

{% content-ref url="chatman-functions/campaign" %}
[campaign](https://docs.makerobos.com/chatman-enterprise-whatsapp-platform/chatman-functions/campaign)
{% endcontent-ref %}

### Journeys

Craft and create personalized **journeys** for **different** **intents**, reducing customer wait time.

<figure><img src="https://3618795910-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3pP2APLi2ZwqQCorRa5l%2Fuploads%2FZ4BCofAnoXhKAdMh0uY7%2FJourneys.png?alt=media&#x26;token=65bca891-8dca-4c59-9910-9b0787669005" alt=""><figcaption></figcaption></figure>

{% content-ref url="broken-reference" %}
[Broken link](https://docs.makerobos.com/chatman-enterprise-whatsapp-platform/broken-reference)
{% endcontent-ref %}

### **Create Message Links/QR Code**

Message links are URLs that direct users to specific conversations or content within a platform.

* Integrate QR code with a widget to efficiently share specific content.
* Streamlines users' path to the product, discussion, or information.

<figure><img src="https://3618795910-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3pP2APLi2ZwqQCorRa5l%2Fuploads%2FNfaiJ1syvYyp9Q3MKeU2%2Fqrcode.png?alt=media&#x26;token=56da61eb-d9eb-4802-a4d0-7f322c95a37f" alt=""><figcaption></figcaption></figure>

{% content-ref url="chatman-functions/qrcodes" %}
[qrcodes](https://docs.makerobos.com/chatman-enterprise-whatsapp-platform/chatman-functions/qrcodes)
{% endcontent-ref %}

### **Key Analytics**

Gain deep insights into the customer's engagement procedure.

* Showcases a brief of **active**, **new**, and **returning** **customers** in **numerical** and **graphical** **format**.
* A **downloadable** summary of **business** and **user**-**initiated** **conversations** for comparing performance metrics.
* A summary to assess the **template** **quality** for improvement and better customer engagement.
* A numerical as well as graphical summary of user-initiated conversation based on source type: **direct**, **message** **link** and **ad**-**click**.
* A summary of **different** **channels** through which users joined the conversation. Allows for the analysis of trends for better engagement and strategic decision-making.
* A data-driven overview of **agents' performance** through the number of **assigned** **tasks**, the **count** **of** **conversations** **replied** **to**, and the **total** **number** **of** **successfully** **closed** **cases**.&#x20;
* A summary of **SentiTrack** **surveys**, including the **number** **of messages** **sent**, **read,** **replied** **to**, and the **total** **response** **rate** **gained**.

<figure><img src="https://3618795910-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3pP2APLi2ZwqQCorRa5l%2Fuploads%2F0ar5XQAbj2K8aCLeYvsj%2Fanalytics.png?alt=media&#x26;token=f00a3fc2-a995-4954-9b53-fd81b7fa3bf6" alt=""><figcaption></figcaption></figure>

{% content-ref url="chatman-functions/analytics" %}
[analytics](https://docs.makerobos.com/chatman-enterprise-whatsapp-platform/chatman-functions/analytics)
{% endcontent-ref %}

### Manage Teams

* A centralized place for overseeing and **managing all the agents**.
* Add one or more team members with **varying access levels** to manage your business.
* Check individual team members' information, group assigned to and permissions they have.

<figure><img src="https://3618795910-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3pP2APLi2ZwqQCorRa5l%2Fuploads%2FS1wrNSqDcrM8F4Wyw0Cf%2Fteams.png?alt=media&#x26;token=bccbfc58-5b4b-4f43-8e89-50551857f328" alt=""><figcaption></figcaption></figure>

{% content-ref url="settings/my-account/teams" %}
[teams](https://docs.makerobos.com/chatman-enterprise-whatsapp-platform/settings/my-account/teams)
{% endcontent-ref %}

### **Create User Groups**

* Organize your agents into groups to assign specific chat-handling tasks on the basis of their expertise.
* Add one agent to different groups for handling multiple tasks and responsibilities.

<figure><img src="https://3618795910-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3pP2APLi2ZwqQCorRa5l%2Fuploads%2FsaZf4JfT9ISl3aaMDEzQ%2Fgroups.png?alt=media&#x26;token=f451f1f4-36cd-475f-86e8-608595643593" alt=""><figcaption></figcaption></figure>

{% content-ref url="settings/my-account/user-groups" %}
[user-groups](https://docs.makerobos.com/chatman-enterprise-whatsapp-platform/settings/my-account/user-groups)
{% endcontent-ref %}

### **Automated Reply/Agent Assist**

Comprehensive functionality of Chatman that **automates** **messages** tailored to customers' information and their past interactions, contributing to effective communication management.

{% content-ref url="settings/inbox-settings/agent-assist" %}
[agent-assist](https://docs.makerobos.com/chatman-enterprise-whatsapp-platform/settings/inbox-settings/agent-assist)
{% endcontent-ref %}

### **Profile Personalization**

Configure **notifications**, **time** **zones**, **language**, **profile** **pictures**, and **business** **details** for a personalized touch.

{% content-ref url="settings/my-account" %}
[my-account](https://docs.makerobos.com/chatman-enterprise-whatsapp-platform/settings/my-account)
{% endcontent-ref %}

### Widget

* Set up an **interactive** **WhatsApp** **widget** that pops up on every page of a website.
* Develop an interesting experience for all the visitors by solving their queries with a knowledge base or by giving them the option to converse via WhatsApp chat.

{% content-ref url="chatman-functions/widgets" %}
[widgets](https://docs.makerobos.com/chatman-enterprise-whatsapp-platform/chatman-functions/widgets)
{% endcontent-ref %}

### Integrations

* Optimize App connections and automate the journey with Chatman.
* **Automatically** **update** the **audience** **page** when the custom event triggers on any integrated application.

<figure><img src="https://3618795910-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3pP2APLi2ZwqQCorRa5l%2Fuploads%2Fg4DEF0zeOi0KcHtHFEdb%2Fintigrations.png?alt=media&#x26;token=fecd1091-6607-4db5-9db3-0ca3832e0b28" alt=""><figcaption></figcaption></figure>

{% content-ref url="settings/external-protocols/applications" %}
[applications](https://docs.makerobos.com/chatman-enterprise-whatsapp-platform/settings/external-protocols/applications)
{% endcontent-ref %}