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NextPilotWhatsApp CRM
LiveFeatures

Everything to run WhatsApp —in one elegant workspace

Inbox, AI, automations, broadcasts, and analytics — organized the way your team works, with real usage numbers from active workspaces.

Shared team inbox
One shared inbox
Live chats
118
  • Official WhatsApp channel

  • Visual flow builder

  • Lead scoring & pipeline

  • Broadcasts with opt-out

  • Store & data integrations

  • Usage at 0% markup

Live on the platform

Real numbers, not marketing fluff

Live totals from active workspaces — updated as teams add contacts, run conversations, and ship campaigns.

  • Contacts managed

  • Live conversations

  • Broadcasts launched

  • Automations running

Anonymized workspace totals · updates as teams work

90-second tour

Watch the whole workflow

Lead lands in the inbox, AI replies instantly, an automation nurtures, and your team closes — all in one screen.

  1. 01First message
  2. 02AI reply
  3. 03Pipeline move
  4. 04Closed deal

Product tour · 1:30

Product demo
Explore

Four pillars, ten capabilities

Jump to a module — each section matches an area of the live product.

6,441
Contacts
1,123
Messages
17
Sequences
19
Team members

Sales

Pipeline, inbox, and scoring in one place

WhatsApp-first CRM with a live team inbox, Kanban pipeline, audience segments, and AI lead scoring — the same data your reps see on the dashboard today.

NextPilot shared team inbox with WhatsApp, labels, and contact sidebar
Live conversations
118
Shared inbox

One inbox the whole team shares

Three-pane live inbox on the official WhatsApp channel — assign chats, set status (open, pending, snoozed, closed), add labels and internal notes, use canned responses, and toggle AI per thread with 24-hour window awareness.

  • Assign & collaborate
    Route chats, private notes, and resolve together.
  • Labels & canned replies
    Saved quick replies and custom labels on every conversation.
  • Per-chat AI toggle
    Turn auto-reply on or off for any conversation — your team stays in control.
CRM pipeline Kanban with pipeline value and stage metrics
Active leads
151
Leads & pipeline

Move every lead from new to won

Sortable table or drag-and-drop Kanban across stages (new → contacted → qualified → demo → won/lost). Deal value, owner, follow-up dates, bulk edit, and a lead 360 with activity timeline.

  • Table or board
    List view and Kanban board stay in sync with the same live data.
  • Deal value & owner
    Pipeline value, priority, and rep assignment on every card.
  • Audience & segments
    6,441 contacts, 7 saved segments, 13 custom fields.
Lead scoring dashboard with hot warm cold distribution
Contacts scored
6,441
Lead scoring

Focus on the leads that will close

0–100 AI scoring buckets leads as hot, warm, or cold from engagement, stage, deal value, source quality, and recency — so reps spend time on winners, not noise.

  • Hot / warm / cold
    Score distribution and top leads surfaced automatically.
  • Conversion by score
    See which buckets convert — tune your follow-up.
  • Pipeline context
    Scoring sits beside stages, value, and owner on every lead.

Marketing

Broadcasts, flows, and sequences that run while you sleep

Template library, segment-based broadcasts, visual flow builder, rule automations, and drip sequences — built to run campaigns while your team focuses on closing.

WhatsApp broadcast composer with audience and engagement analytics
Campaigns sent
12
Broadcasts

Campaigns that respect your list

Pick a saved segment, stage, or tag audience; auto-exclude opted-out contacts; test-send; schedule; and track delivery, read, reply, and link CTR — rate-limited and compliant.

  • Segment audiences
    7 saved segments with live contact counts.
  • Opt-out safe
    Subscription status respected on every send.
  • Tracked links
    Short links with click attribution on every campaign.
Visual flow builder with triggers, AI reply, and analytics
Published flows
13
Flow builder

Visual automations on a canvas

Drag-and-drop builder with triggers, questions, buttons, conditions, A/B splits, AI steps, smart delays, and interactive list messages — 13 published flows and 154 flow runs in active workspaces.

  • Branch on anything
    Tags, stages, custom fields, and button clicks.
  • AI & A/B steps
    In-flow AI replies, randomizers, and branch paths.
  • Per-flow analytics
    71 button clicks tracked; conversion per node.
Automation sequence timeline with enrollments and conversion metrics
Sequences live
17
Automation sequences

Drip campaigns that run on schedule

Multi-step sequences with delays, keyword and stage triggers, enrollments, and automated follow-ups — 17 sequences, 43 steps, and 65 active enrollments across live workspaces.

  • Set it once
    Day-0 welcome through day-21 conversion paths.
  • AI in the sequence
    Smart replies mid-drip without leaving the thread.
  • Live data answers
    Pull answers from your records inside flows and sequences.

AI & integrations

Smart AI plus the tools you already use

Intelligent auto-replies, optional answers from your own records, store order automations, and connections to the apps your team relies on — already running for real customers.

AI assistant workflow with intent detection and live data lookup
Usage tracked
1,644
AI agent

Replies grounded in your live data

The built-in AI assistant classifies intent, searches your records, drafts a reply with confidence scoring, and hands off to a human on cue — with daily budget caps and full spend visibility.

  • Live data answers
    Pull answers from your connected business records.
  • Intent routing
    Branch conversations by what the customer wants.
  • Human handoff
    Agents take over; AI pauses on that thread.
NextPilot integrations hub connecting WhatsApp, store, and business apps
Automation rules
18
Integrations

Everything connected to one hub

WhatsApp, your online store, payments, spreadsheets, ads, and custom apps — all connected to one hub, with secure keys and 18 automation rules already active in customer workspaces.

  • Online store
    Order updates, catalog sync, and purchase-triggered messages.
  • Developer access
    Connect your own tools to trigger flows and sync contacts.
  • Real-time sync
    Store and app events update automations instantly.

Analytics

See what works — and what it costs

Reports hub for pipeline, sources, and engagement; usage dashboard for WhatsApp and AI spend at cost with 0% markup from NextPilot.

Analytics overview with funnel, sources, and AI performance
Link clicks
107
Analytics dashboard

Real-time insights across the funnel

Revenue and lead KPIs, conversion funnel drop-off, leads by source (WhatsApp, web, referral), AI reply rate, and top-performing flows — with week-over-week deltas.

  • Funnel & sources
    Overview, pipeline, sources, and engagement tabs.
  • AI vs human
    Track the share of replies handled by your AI assistant.
  • Channel mix
    WhatsApp and web chat conversations in one view.
Performance reports dashboard with revenue and funnel metrics
Usage tracked
1,644
Reports & usage

Performance and spend in one place

Usage overview, trends, and a line-item log for every conversation and AI reply — hard daily caps, local or international currency, and provider rates with zero markup.

  • Usage at cost
    Every message and AI reply logged — billed at pass-through rates.
  • Budget caps
    Daily limits so messaging and AI spend never surprises you.
  • Reports hub
    Reports and usage dashboards refresh in real time.

AI commerce agent

The sales-agent desk, scored against what NextPilot already runs

Loaded from the feature catalog. Live items are in the product today. In progress is partly built. Next is the remaining commerce-agent work.

Live20In progress17Next3

One agent

Messenger, Instagram, WhatsApp, and comments

One catalog and one set of rules across every inbox, with recent context kept on the customer.

  • Messenger inbox

    In progress

    Text, images, voice, and buttons on the Facebook Page inbox.

  • Instagram DMs

    In progress

    The same catalog answers Instagram messages.

  • WhatsApp on the Cloud API

    Live

    Official WhatsApp Business number, not a linked personal device.

  • Comment reply, then inbox

    In progress

    Answer a comment by name and continue the conversation in inbox.

  • Recent context on every reply

    Live

    The agent keeps the thread and answers in Bangla, English, or both.

Commerce

Take the order from hello through delivery

Qualify the shopper, match the product, confirm the order, and keep them posted until it arrives.

  • Ask before showing products

    Next

    A few choices first, then product cards with price, code, and buttons.

  • Match a photo to the catalog

    Next

    Code, exact image, then visual similarity. Unsure matches ask instead of guessing.

  • Size, measurements, and stock

    In progress

    Answers come from the catalog and size chart. Prices are never invented.

  • Nudge inside the 24-hour window

    In progress

    A polite reminder for hot or warm shoppers who go quiet after seeing the price.

  • Order from a voice note

    Next

    Name, phone, and address spoken in a voice note become a confirmed order and receipt.

  • Courier updates with a track button

    In progress

    Steadfast and Pathao status posted in the chat, including a morning-of-delivery note.

  • Ask for a review after delivery

    In progress

    Thank the customer and send the page review link once the parcel is delivered.

Team

Call a person when the chat needs one

Complaints, refunds, and special requests leave the agent, get claimed, and can return to AI on a timer.

  • Detect when a person is required

    Live

    Complaints, refunds, and exceptions are flagged with a written reason.

  • Phone, extension, and dashboard alerts

    Live

    The team is notified and the item stays until someone dismisses it.

  • Claim in one tap

    Live

    Waiting time is visible. One teammate takes the chat.

  • Return to AI when the timer ends

    Live

    1 hour, 4 hours, or until someone sends it back. Then the agent resumes.

  • Take over from the customer app

    Live

    A short keyword in Messenger or WhatsApp pulls the thread to the team.

Copilot

The full customer story beside the reply

Timeline, summary, questions, a drafted next message, and a lead pulled out of the thread.

  • One timeline per customer

    In progress

    Photos, cards, voice transcripts, orders, and the latest request in order.

  • Summary before you type

    In progress

    The relationship in one paragraph: orders, payment method, and rating.

  • Ask anything about the thread

    In progress

    Prior purchases, last complaint, and other questions against the saved history.

  • Draft the next reply

    In progress

    The agent writes it. A person reviews it, then sends it.

  • Create a lead from the chat

    Live

    Name, phone, and interest lifted out of the conversation into the pipeline.

Workspace

Inbox, leads, orders, and follow-ups together

The operating desk: who is waiting, what to call today, and how much the agent handled.

  • Longest wait first

    In progress

    Open chats sort by how long the customer has been waiting.

  • Lead pipeline

    Live

    A staged pipeline with today's calls called out.

  • Orders, receipts, and invoices

    In progress

    Confirm, ship, and deliver, with courier booking from the order.

  • Hot, warm, and cold follow-ups

    Live

    Choose who gets a reminder. Cold stays visible without being pushed.

  • Offer to people who wrote recently

    Live

    Reach customers who messaged inside the open window.

  • Answers from your documents

    In progress

    Fees, syllabus, and policies retrieved from uploaded material.

  • AI versus team speed

    Live

    How much the agent handled, and how fast people replied on complaints and payments.

  • Owner and teammate access

    Live

    Every page, selected pages, or only assigned chats.

Agent desk

Change the agent in plain language

Show the current fact, confirm the edit, preview the customer view, then publish. Roll back in one step.

  • Edit facts in your own words

    Live

    Say the new delivery charge. The agent shows the current value and asks before saving.

  • Preview the customer phone

    In progress

    The test answer is shown the way the shopper will see it.

  • Publish only when you say so

    Live

    Live is a separate step. The previous version is one click away.

Services

Bookings, appointments, and admissions

Coaching, clinics, salons, and travel: collect details, hold an advance, confirm in one tap, remind before the slot.

  • Questions you define

    Live

    The agent collects the fields for that service before creating a request.

  • bKash or Nagad advance

    Live

    The request stores the amount, wallet, and transaction id.

  • Confirm in one tap

    In progress

    The customer gets a confirmation, then reminders the day before and a few hours before.

Control

Credits, access, and a short setup

Usage-based AI spend, encrypted channel secrets, and a setup that can resume where it stopped.

  • AI credits instead of a flat reply fee

    Live

    Each reply draws from org AI credits, with pack tiers and a usage ledger.

  • Pause without deleting history

    Live

    Turning the agent off keeps conversations and orders.

  • Encrypted channel secrets

    Live

    Page and WhatsApp credentials stay server-side and off the browser.

  • Resume setup

    In progress

    Connect Facebook, attach Instagram, add WhatsApp, enter business facts, send a test.

Workspace

Platform features on every plan

Team permissions, compliance, developer access, and a generous trial on every plan.

Team & roles

Invite teammates, assign custom roles, and review permission changes.

Workspace isolation

Each organization's data stays private and scoped to your team.

Developer access

Secure keys, tracked links, and triggers for your own tools.

Official WhatsApp

Connect verified business numbers through guided onboarding.

Rule automations

Keywords, pipeline stages, inbound messages, and store orders.

15-day trial

Full workspace access — upgrade to Starter or Growth anytime.

Why NextPilot

Inbox depth without the complexity

More capable than a chatbot, simpler than a legacy CRM — one workspace for conversations that convert.

Swipe sideways to compare →

CapabilityNextPilotRecommendedGeneric chatbotSpreadsheet + WhatsApp
Answers from your live data
Visual flow builder + sequencesLimited
Lead scoring & pipeline boardManual
Broadcasts with opt-out respectAdd-on
Live data answers
Online store automations
Usage & cost at 0% markup
Roles, keys & integrationsLimited
Trust & control

Secure by default

Roles & permissions

Owner, admin, and agent roles — plus custom permissions from the team settings page.

Secure developer keys

Connect your tools with revocable keys and tracked campaign links.

Compliant messaging

Opt-out respect and 24-hour window enforcement on every channel.

Explore the product

FAQ

Good to know

Team inbox, leads pipeline, audience segments, broadcasts, sequences, visual flows, rule automations, AI auto-reply, reports, usage tracking, team roles, and developer access. Store and live-data integrations are available on Growth — connect when you're ready and automations start right away.

Get product updates & WhatsApp playbooks

One email a month — new features, automation templates, and growth tactics. No spam, unsubscribe anytime.

Download the apps

Install once. Reply from anywhere.

Android is live on Google Play. iPhone is next. Same NextPilot Chat login as the web — inbox, calls, and follow-ups in your pocket.

  • Inbox on the go
  • WhatsApp & SIP calls
  • Push alerts
Available

Android

Get it on Google Play

Coming soon

iPhone

App Store listing in progress

Get Android app

Already on the team? Start on the web

NextPilot Chat mobile app — stay organized with inbox, follow-ups, and team collaboration
Android live

Next up

iPhone · Coming soon

Get started

See it on your own numbers

Spin up a workspace, connect WhatsApp, and watch the inbox come alive in minutes — 15-day trial, no card required.