Features — WA SaaS Platform

🌿 Flow Builder

WhatsApp chatbot without code

Build interactive WhatsApp conversation trees with buttons and list menus. When a customer replies, the flow routes them automatically and creates a lead.

✓ Drag-and-drop node builder — button, list, and text types
✓ Up to 5 levels deep, unlimited child nodes per level
✓ Auto-create lead + assign to counsellor at leaf nodes
✓ Set lead category per node for pipeline segmentation
✓ Flow session tracking — resume where customer left off
✓ Circular-reference protection prevents infinite loops
✓ Per-node trigger count analytics

📱 Welcome (Root)
├── 1️⃣ SaaS Products
│ ├── UniCRM Demo → LEAD
│ └── UniERP Enquiry → LEAD
├── 2️⃣ Web Development
│ └── Consultation → LEAD
├── 3️⃣ Mobile App
│ └── App Quote → LEAD
└── 4️⃣ Support
    └── General Enquiry → LEAD

          ✅ Every leaf node auto-creates a lead and notifies the assigned counsellor via Firebase push
        

📢 Campaign Univexa July Promo

👥 Contacts targeted 5,000

✅ Delivered 4,847

📖 Read 3,291

⚡ Throttle 60/min

🕐 Status Completed

96.9%

Delivery rate

65.8%

Read rate

0

Failed

📢 Bulk Campaigns

Reach thousands in minutes

Send WhatsApp messages to all your contacts or filter by labels. Full throttle control, live stats, and pause/resume support.

✓ Target all contacts, by label, or custom CSV upload
✓ Throttle control — 10 to 1,000 messages per minute
✓ Real-time delivery, read, and failed stats
✓ Pause mid-campaign, resume without losing progress
✓ Resend failed messages with one click
✓ Wallet auto-debited before campaign launch
✓ 24-hour dedup — no contact gets same message twice in a day
✓ A/B test two campaigns and compare delivery rates

🎯 Lead Management

Full CRM pipeline built-in

Auto-create leads from WhatsApp flows. Manage your pipeline with Kanban or table view. Assign, track, score, and convert.

✓ Kanban board — New → Contacted → Follow Up → Enrolled → Lost
✓ Auto-create leads when customers hit flow leaf nodes
✓ Assign to counsellors manually or via bulk assign
✓ Role-based access — counsellors see only their own leads
✓ Lead scoring rules — award points for actions
✓ Full activity timeline — every stage change logged
✓ CSV import and export with field mapping
✓ Firebase push notification on every assignment

New (3)

Priya Nair

UniCRM Demo

High

Rahul Thomas

Mobile App

Medium

Contacted (5)

Rahul Thomas

UniCRM Demo

High

Anjali Menon

Mobile App

Medium

Follow Up (4)

Anjali Menon

UniCRM Demo

High

Sanjay Kumar

Mobile App

Medium

Enrolled (2)

Sanjay Kumar

UniCRM Demo

High

Meera Pillai

Mobile App

Medium

Lost (1)

Meera Pillai

UniCRM Demo

High

# Send OTP via WhatsApp
POST
/api/v1/otp/sendHeaders:
  X-App-Id: WA_APP_UNIVEXA2024
  X-Private-Token: uxi_tok_xxxx...
Body:
  {
    "phone": "918086544821",
    "device_id": "device-001"
  }
✅ Response:
  { "ref_id": "uuid",
    "expires_in": 900 }
# OTP delivered to customer's WhatsApp
# Verify with ref_id + otp + device_id

🔑 OTP Service

WhatsApp OTP for your app

Add WhatsApp OTP to any app with just 2 API calls. Customers receive a 6-digit code on WhatsApp — familiar, trusted, no SMS cost.

✓ Simple REST API — 2 endpoints: send + verify
✓ Dedicated X-App-Id + X-Private-Token authentication
✓ Device-ID binding prevents OTP reuse across devices
✓ 15-minute expiry, 3 max attempts before auto-expire
✓ Rate limiting — 5 OTPs per phone per hour
✓ Wallet-integrated — each OTP deducted from credits
✓ Full send/verify log in your dashboard
✓ Works with any tech stack: React, Flutter, Laravel, Node

📊 Analytics

Data-driven insights for your team

Go beyond basic stats. Understand cohort behaviour, staff performance, and wallet burn rate.

📊

Overview Dashboard

Messages sent, delivered, read. Contacts, leads, campaigns — all in one daily snapshot.

👥

Staff Comparison

Compare counsellors side by side — leads assigned, enrolled, conversion rate, response time.

🔄

Cohort Analysis

Track leads created this week vs enrolled over time. Identify drop-off points in your pipeline.

⏰

Best Send Time

Our AI analyses your historical read rates to find the best hour to send WhatsApp campaigns.

🌿

Flow Performance

See which flow nodes get the most traffic, which create the most leads, and where customers drop off.

💸

Wallet Burn Rate

Daily credit usage chart with estimated days remaining and low-balance alerts via push notification.

🎯

Lead Scoring

Assign points to events (flow reply, campaign read, demo booked). Auto-rank your hottest leads.

📈

Campaign A/B Test

Run two campaign variants. Compare delivery rates and read rates. Pick the winner automatically.

📅

Daily Snapshots

Pre-aggregated daily stats table. Filter by date range. Export to CSV for your reports.

💰 Wallet & Billing

Prepaid credits, zero surprises

Buy message credits in advance. Campaigns deduct credits automatically. Top up anytime. Plan subscriptions are billed separately via Razorpay.

✓ Prepaid wallet — buy credits, use anytime, no expiry
✓ Razorpay integration — cards, UPI, net banking, wallets
✓ Plan billing — monthly, 3-month, 6-month, yearly (up to 20% off)
✓ Topup packages from ₹29 (100 msgs) to ₹1,199 (10,000 msgs)
✓ Low balance alert via Firebase push notification
✓ Full transaction history — credit, debit, reference
✓ Add-ons available — extra phone numbers, message packs
✓ Company-isolated billing — no cross-company data

Wallet balance

3,847 messages

Top up

Wallet recharge — 5,000 msgs

Jul 15

+ 5,000

Campaign: July Promo

Jul 16

- 847

Campaign: Welcome Blast

Jul 17

- 305

Wallet recharge — 1,000 msgs

Jul 18

+ 1,000

OTP sends (46 OTPs)

Jul 18

- 46

📣 Meta Ads Manager

Run Facebook & Instagram ads from here

Connect your Meta ad account and manage campaigns without leaving the platform. 20+ pre-built audience templates for Indian markets.

✓ Connect your own Meta ad account (multi-tenant, isolated)
✓ Create campaigns — Lead Gen, Traffic, Conversions, Reach
✓ 20+ pre-built audience templates: Students, Job seekers, SME owners…
✓ Image, video, and carousel creative builder
✓ Media library — upload and reuse images/videos
✓ Automatic insights sync every 15 minutes
✓ Track reach, impressions, CTR, CPC, spend, ROAS, leads
✓ Ad review status sync — Approved/Rejected/In Review
✓ Note: Meta ad spend billed to your Meta account, not WA wallet

Campaign insights (last 30 days)

👁️ Reach

1,24,500

📺 Impressions

3,87,200

🖱️ Clicks

8,340

📊 CTR

2.15%

💰 Spend

₹18,600

🎯 Leads

247

💸 Cost/Lead

₹75.30

📈 ROAS

3.2x

🌐 Multi-language

Full UI in 5 languages

Every user can set their own language preference. Arabic includes full RTL layout support.

🇬🇧

English

en

Left to right

🇮🇳

Malayalam

ml

ഇടത്തുനിന്ന് വലത്തോട്ട്

🇮🇳

Hindi

hi

बाएं से दाएं

🇮🇳

Tamil

ta

இடமிருந்து வலம்

🇸🇦

Arabic

ar

من اليمين إلى اليسار (RTL)

RTL Support

Everything your team needs

WhatsApp chatbot without code

Reach thousands in minutes

Full CRM pipeline built-in

WhatsApp OTP for your app

Data-driven insights for your team

Prepaid credits, zero surprises

Run Facebook & Instagram ads from here

Full UI in 5 languages

Ready to see it all in action?