TrackChat – Inbox for Perfex CRM with AI Agents

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.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 InsideFive Channels, One InboxWhatsApp Cloud API — Embedded Signup, multi-number support, template sync for 24-hour window replies, WABA filtering per appFacebook Messenger — OAuth Page subscription, automatic webhook registrationInstagram Direct — dedicated Instagram Business Login app, full DM thread syncTelegram Bot — auto-registered webhooks via @BotFather tokenWeb Chat Widget — drop-in  tag for any landing page; HMAC identity binding auto-links the widget to the logged-in Perfex client portal customerAI Agents — Your 24/7 First ResponderNative support for OpenAI, Anthropic Claude and Google Gemini — bring your own API key, zero middleman feesPer-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 helpInternal notes are excluded from AI context, so private team notes never leak to the botPerfex CRM IntegrationAuto-create Lead from every new conversation — configurable lead source, default owner and initial statusQuick Actions — create Tasks, Events, Leads, Estimates, Proposals, Invoices, Projects, Contracts or Customers directly from any open conversation threadLinked CRM Items panel — every record tied to a contact visible at a glance inside the conversationDashboard widget showing open / pending / unread conversations and today’s message countFull role-based permissions: view, create, edit, deleteInbox ProductivityAJAX-paginated inbox with status tabs (open / pending / resolved / all), color-coded label pills and real-time SLA elapsed timerQuick Replies with /shortcut trigger — reduce repetitive typing instantlyInternal notes (private, never sent to customers, never included in AI prompts)Web Audio API notification beep on inbound messages — no missed conversationsEmail notification on conversation assignmentSearch and “Mine / Unassigned” filters