Dashboard
WhatsApp marketing performance and team activity.
Marketing & Support Overview
Performance for the selected reporting period.
Messaging Trend
Sent, delivered, read, replies and tracked clicks by day.
Engagement Funnel
See where users drop off.
Recent Campaigns
Open any campaign for recipient-level reporting.
Open Conversations
Customers waiting for response
AI, Team & Conversion Performance
Understand what changed, who is performing, where conversions come from and what needs attention.
AI Bot Analytics
Success, failures, handoffs, latency and token usage.
Agent Performance
Chats handled, replies, average response time and current queue.
Top Performing Campaigns
Ranked by conversions, revenue and engagement.
Conversion Attribution
Import EarnPati completed conversions and attribute revenue to WhatsApp campaigns.
EarnPati Live Data
Search partners, view wallet/lead intelligence, sync CRM contacts and build smarter WhatsApp audiences without writing to production MongoDB.
Bridge Connection
MongoDB credentials stay on the read-only bridge server — never in this browser.
Configure the read-only bridge, then test it.
Live Production Snapshot
Users, leads and wallet amounts read directly from EarnPati.
Partner 360° Search
Search by registered WhatsApp/mobile or EP ID.
Live Audience Builder
Build audiences from actual EarnPati lead activity, product history and wallet data, then import matching partners into CRM Contacts.
Smart Audiences & WhatsApp Journeys
Live MongoDB conditions decide who enters or exits an audience. Safety limits prevent repeat messaging.
Quick Audience Presets
Start with common EarnPati lifecycle audiences.
Create Smart Segment
Membership changes automatically with production MongoDB data.
Journey Safety
Applied before every automated template send.
Smart Segments
Reusable live audiences; they can also be selected in Campaigns.
Create Automated Journey
Users automatically exit when they no longer match the live segment.
Journey Performance
Daily activity and status.
Recent Journey Activity
Latest automated sends and errors.
Create Campaign
Use an approved Fast2SMS WhatsApp template.
Saved & Sent Campaigns
Reuse campaigns, update economics, or open a recipient-level performance report.
Message Library
Reuse previously sent campaign setups or start a new campaign from any approved WABA template.
Saved Campaign Presets
Template + variables + media + audience + tracking settings.
Approved WhatsApp Templates
Synced from Fast2SMS / WABA.
Add Contact
Create or update a WhatsApp contact.
Import CSV / XLSX
Accepted: name, phone, ep_id, city, state, source, tags.
demat,active,csp.Contacts
Create Segment
Save reusable contact filters.
Saved Segments
Dynamic audience counts
Fast2SMS Templates
Sync WABA templates and Message IDs from Fast2SMS.
Create Automation
Automatically re-engage inactive or tagged contacts.
Automations
Enabled rules run periodically.
AI WhatsApp Bot · ChatGPT Luna
OpenAI GPT-5.6 Luna is the primary WhatsApp AI. Replies are sent through Fast2SMS.
How AI handoff works
Provider can change without changing your WhatsApp flow.
Save settings, then click Test AI.
Recent AI Activity
Provider/model status, token usage and latency.
Bot Rules
Keyword-based replies and human escalation.
Add Team Member
Managers and agents can handle conversations.
Fast2SMS Connection
API credentials are stored in server-side config.php.
Webhook
Register this CRM for incoming messages and delivery events.