Important: TrackChat is a module that runs inside Perfex CRM — not a standalone application. You need an existing install of Perfex — Powerful Open Source CRM to use it.

Stop Losing Leads Hidden in WhatsApp, Messenger and Instagram

Every day your sales team replies to WhatsApp messages, Messenger DMs and Instagram conversations from five different apps, none of them connected to your CRM. Deals slip through because there is no history, no attribution and no accountability. TrackChat fixes that.

TrackChat is an omnichannel inbox that lives inside Perfex CRM. Every inbound message from WhatsApp Business, Facebook Messenger, Instagram Direct, Telegram or your own website chat widget lands in a single unified inbox — with the full conversation thread, the linked Perfex Lead and every CRM action your team took, all in one place.

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Click-to-WhatsApp ads automatically spawn a Perfex Lead with lead_source = TrackChat the moment the first message arrives. Your reports finally show which channel and which campaign closed the most deals.

What’s Inside

Five Channels, One Inbox

WhatsApp Cloud API — Embedded Signup, multi-number support, template sync for 24-hour window replies, WABA filtering per app
Facebook Messenger — OAuth + Page subscription, automatic webhook registration
Instagram Direct — dedicated Instagram Business Login app, full DM thread sync
Telegram Bot — auto-registered webhooks via @BotFather token
Web Chat Widget — drop-in <script> tag for any landing page; HMAC identity binding auto-links the widget to the logged-in Perfex client portal customer

AI Agents — Your 24/7 First Responder

Native support for OpenAI, Anthropic Claude and Google Gemini — bring your own API key, zero middleman fees
Per-agent configuration: provider, model, system prompt, temperature, max tokens and human-handoff rules
[TRANSFER] token triggers graceful AI → human handoff the instant the bot detects it cannot help
Internal notes are excluded from AI context, so private team notes never leak to the bot

Perfex CRM Integration

Auto-create Lead from every new conversation — configurable lead source, default owner and initial status
Quick Actions — create Tasks, Events, Leads, Estimates, Proposals, Invoices, Projects, Contracts or Customers directly from any open conversation thread
Linked CRM Items panel — every record tied to a contact visible at a glance inside the conversation
Dashboard widget showing open / pending / unread conversations and today’s message count
Full role-based permissions: view, create, edit, delete

Inbox Productivity

AJAX-paginated inbox with status tabs (open / pending / resolved / all), color-coded label pills and real-time SLA elapsed timer
Quick Replies with /shortcut trigger — reduce repetitive typing instantly
Internal notes (private, never sent to customers, never included in AI prompts)
Web Audio API notification beep on inbound messages — no missed conversations
Email notification on conversation assignment
Search and “Mine / Unassigned” filters

Reports & Analytics

KPI strip: total conversations, resolved, average resolution time, total messages
Daily activity chart with selectable 7 / 30 / 90 day windows
Per-channel breakdown table
Per-agent leaderboard with reply counts and resolution rates

3-Step Onboarding Wizard

Step 1 — Paste Meta App ID & Secret and enable Embedded Signup
Step 2 — Meta Dashboard cheatsheet with one-click copy buttons for webhook URLs, verify tokens and every required permission scope
Step 3 — Configure auto-lead preferences (source label, default assignee, lead status)

Security & Reliability

AES-256-CBC encryption for all stored API credentials — Meta App Secret and Instagram App Secret never rendered to HTML
HMAC-SHA256 signature verification on every Meta webhook delivery
Bundled Mozilla CA certificate bundle — TLS verification always on, no SSL_VERIFYPEER = false fallbacks
File upload validation: extension whitelist + finfo magic-byte check
Module-wide anti-autofill defense for Chrome, 1Password and LastPass
Idempotent installer, versioned migrations and a clean uninstaller

Requirements

Perfex CRM 3.0.0 or higher (tested up to 3.4.1)
PHP 8.2 or higher (tested up to 8.3)
MySQL 5.7+ or MariaDB 10.3+
PHP extensions: curl, openssl, mbstring, json
An HTTPS-accessible server (required by Meta webhooks and Telegram)
For WhatsApp: a Meta WhatsApp Business Account + verified phone number
For Telegram: a bot token from @BotFather
For AI features (optional): an API key from OpenAI, Anthropic or Google

Live demo

URL: https://onboarding.ticempresarial.com/demo6/admin
Email: admin@demo.com
Password: 14789632

TrackChat - Inbox for Perfex CRM with AI Agents