NXT Cloud Chat – CRM, Inbox & OTP Login

NXT Cloud Chat connects WordPress directly to Meta’s official WhatsApp Cloud API. Manage customer conversations, CRM contacts, sales pipelines, team access, and OTP login from your WordPress admin while keeping CRM data in your own database.

It is designed for stores, sales teams, support teams, membership sites, agencies, and developers that need a self-hosted WhatsApp CRM without a separate inbox SaaS.

Free plugin

• Shared inbox with conversation tickets, priorities, assignments, internal notes, saved views, and SLA indicators.
• Contacts, groups, tags, lifecycle stages, follow-up tasks, ownership, duplicate detection, and activity history.
• Sales pipelines, configurable stages, deals, line items, values, reasons, and stage history.
• Access Teams with module permissions and assigned, team, or all-record scopes.
• WhatsApp OTP login for WordPress and WooCommerce My Account.
• Message history, delivery status, incoming webhooks, connection health, and secure media access.
• Stable PHP wrappers, hooks, runtime capability discovery, and developer documentation for integrations.

Pro add-on

NXT Cloud Chat Pro adds approved template sync and sending, bulk broadcasts, dynamic segments, WooCommerce order communication, abandoned cart recovery, visual workflows, automation logs, retries, analytics, and CSV exports.

Setup and privacy

Connect your own Meta app, business account, phone number ID, and access token. NXT Cloud Chat communicates with Meta only for the messaging, webhook, template, media, and health operations you configure. Credentials are encrypted at rest when supported, and contacts, messages, deals, and CRM records remain in your WordPress database.

• Step-by-step setup guide
• Plugin website
• Upgrade to NXT Cloud Chat Pro

External Services

This plugin connects to the official WhatsApp Business Platform / WhatsApp Cloud API provided by Meta Platforms, Inc. Using this plugin means data will be transmitted from your WordPress site to Meta’s servers as described below.

What It Is Used For

• 1-to-1 WhatsApp messaging — send and receive WhatsApp messages between your business number and your contacts from the WordPress Chat Window.
• WhatsApp OTP login — send one-time passwords to users‘ WhatsApp numbers for passwordless WordPress or WooCommerce login.
• Template messaging — sync approved WhatsApp message templates from your Meta Business account and send them for notifications, authentication, broadcasts, and automation (Pro).
• Broadcast campaigns — send bulk WhatsApp campaigns to selected contacts using approved templates (Pro).
• Webhook event handling — receive inbound messages, delivery status updates, read receipts, and message events from the WhatsApp Cloud API.
• WooCommerce notifications — send order and customer communication messages via WhatsApp (Pro).
• COD verification workflows — use WhatsApp login or automated WhatsApp confirmation messages to help verify COD orders and reduce fake orders or failed deliveries (Pro).
• Abandoned cart recovery — send WhatsApp reminders for abandoned WooCommerce carts (Pro).
• Workflow-triggered messages — send WhatsApp messages based on user login, WooCommerce events, CRM events, deal changes, conversation events, or custom triggers (Pro).
• Connection diagnostics — verify your API credentials and send test template messages to confirm that your WhatsApp Cloud API setup is working correctly.

What Data Is Sent and When

• During setup — your App ID, App Secret, Business Account ID, Phone Number ID, and Access Token are stored in your WordPress database and used server-side to authenticate API calls and verify incoming webhook signatures (X-Hub-Signature-256). These values are not printed into public pages or client-side JavaScript.
• When sending or receiving WhatsApp messages — the recipient phone number, message content, template name, template parameters, media attachments, and delivery metadata are sent to or received from the WhatsApp Cloud API.
• During WhatsApp OTP login — the user’s phone number and OTP message template data are sent to the WhatsApp Cloud API.
• During template sync — your Business Account ID and Phone Number ID are used to fetch and synchronise approved templates from your Meta account.
• During webhook delivery — Meta sends inbound messages, delivery receipts, read events, and status payloads to your WordPress webhook endpoint. These are validated server-side using your App Secret before being stored.

Service Provider

WhatsApp Business Platform / WhatsApp Cloud API by Meta Platforms, Inc.

• Meta Privacy Policy
• WhatsApp Privacy Policy
• Meta Terms for WhatsApp Business
• WhatsApp Business Solution Terms
• WhatsApp Business Terms of Service
• WhatsApp Business Messaging Policy
• WhatsApp Messaging Guidelines
• WhatsApp Business Data Processing Terms
• WhatsApp Business Data Transfer Addendum
• WhatsApp Business Data Security Terms
• Intellectual Property Policy
• WhatsApp Business Terms for Service Providers
• WhatsApp Brand Guidelines
• WhatsApp Cloud API Pricing

You are responsible for ensuring that your use of this plugin and the WhatsApp Cloud API complies with applicable laws, your privacy policy, Meta’s platform rules, and WhatsApp Business policies.

Features

Dashboard

View the health of your WhatsApp connection, CRM activity, and automation status from one central dashboard.

• Connection Health, Messaging Health, and Calling Health status cards.
• Live status indicators for WhatsApp Cloud API credentials and webhook configuration.
• Setup help links and support badge for guided onboarding.
• Pro Dashboard CRM and automation reporting with workload, SLA health, lifecycle distribution, tag analytics, deal values, and automation status (Pro).
• Indexed automation analytics for workflow events, workflow runs, broadcast runs, and abandoned carts (Pro).
• Secure selected-range CRM and automation CSV exports with permission checks (Pro).

Deals — Sales Pipelines & Deal Tracking

Manage your WhatsApp leads and sales opportunities directly inside WordPress.

• Create sales pipelines with custom stages, colours, and ordering.
• Manage deals with expected close dates, owners, priorities, values, and stage-transition reasons.
• Require stage movement reasons to improve sales accountability.
• Track immutable stage-transition history for every deal.
• Add manual or calculated deal values using line items.
• Source line items from manual entry, WooCommerce products, Houzez property listings, or external providers.
• Link deals to CRM contacts and review deal activity in the contact timeline.
• Duplicate, archive, or delete deals using guarded confirmation flows.
• Use stable pipeline, deal, lifecycle, and line-item provider wrappers for compatible integrations.

Chat Window — WhatsApp Inbox

A shared WhatsApp inbox for sales, support, and customer communication.

• Browse, filter, and reply to WhatsApp conversations from WordPress.
• Manage conversation tickets separately from contact ownership.
• Assign tickets to users, teams, or queues.
• Track ticket status, priority, subject, category, followers, internal notes, and handoff notes.
• Use saved inbox views: All, Mine, Team Queue, Unassigned, Overdue, and Recently Resolved.
• Auto-assign conversations using round-robin or least-busy routing.
• Track SLA targets for first response and resolution.
• Download WhatsApp media attachments through a secure server-side proxy.
• Store inbound and outbound message history with timestamps, delivery status, reply context, and reactions.
• View a read-only Contact Profile from inside the inbox.

Contacts — CRM Contact Management

A WordPress-native CRM contacts system built around WhatsApp customer communication.

• Store phone number, country, name, custom fields, subscription status, and unsubscribe reasons.
• Track lifecycle stages such as new lead, active prospect, customer, or closed customer.
• Create follow-up tasks with due dates and assigned owners.
• Detect and merge duplicate contacts with guarded confirmation flows.
• Assign contact ownership to users or roles.
• Use concurrency-safe round-robin assignment.
• Save personal tenant-scoped Contact views with allowlisted filters.
• Review the full CRM activity timeline per contact.
• Access Contact Profile from Contacts and Chat Window screens.
• Use shared contact upsert wrappers for safe integrations.

Groups

Organise contacts into groups for better targeting and messaging.

• Create groups such as Leads, Members, VIP Customers, COD Customers, or Repeat Buyers.
• Assign contacts manually or in bulk.
• Use groups for broadcast targeting and workflow logic.
• Verified-group protections help prevent accidental modification of important groups.

Tags

Label and segment contacts using flexible CRM tags.

• Create colour-coded CRM tags with descriptions.
• Assign tags manually, in bulk, during CSV import, or through compatible integrations.
• Filter contacts by any, all, or none of selected tags.
• Preserve tag names in exports.
• Use stable tag wrappers, hooks, and capabilities for integrations.

Templates (Pro)

Manage approved WhatsApp message templates from WordPress.

• Create and manage templates directly from WordPress, and sync with Meta.
• Browse templates by category such as marketing, utility, and authentication.
• Use image headers, CTA buttons, quick replies, coupon codes, and dynamic placeholders.
• Send individual template messages from Chat Window or Contacts.
• Use templates in broadcasts, workflows, WooCommerce notifications, and abandoned cart recovery.

Send Broadcasts (Pro)

Send official WhatsApp bulk campaigns using approved message templates.

• Build campaigns for selected groups, or Dynamic Segments.
• Personalise messages with placeholders.
• Use CTA buttons and approved template content.
• Target currently subscribed members of Dynamic Segments at queue time.
• Use idempotent broadcast-run creation to avoid duplicate campaigns.
• Schedule campaigns or send immediately.
• Track delivery and read status in message history.

Abandoned Carts (Pro)

Recover WooCommerce carts with WhatsApp reminders.

• Track stale WooCommerce carts in a dedicated Abandoned Carts screen.
• Review cart value, time abandoned, recovery status, and customer context.
• Send WhatsApp recovery messages through workflows.
• Configure stale-cart thresholds, retention periods, and cleanup schedules.

COD Order Verification

NXT Cloud Chat can help WooCommerce stores verify COD customers and reduce avoidable returns.

• Use WhatsApp OTP login so customers verify their WhatsApp number before account access or checkout flows.
• Sync verified WordPress users into CRM Contacts.
• Use tags, lifecycle stages, or groups to identify verified COD customers.
• Use Pro workflows to send COD confirmation templates after order placement.
• Add follow-up tasks for unconfirmed or high-risk COD orders.
• Help reduce fake orders, unreachable customers, failed delivery attempts, and return-to-origin losses.

Segments (Pro)

Build dynamic contact audiences for campaigns and automation.

• Create tenant-scoped Dynamic Segments with a live rule builder.
• Segment by subscription status, tags, groups, lifecycle stages, ownership, conversation state, tasks, and dates.
• Add WooCommerce filters such as total order value, order count, purchased products, categories, coupons, refunds, statuses, and abandoned cart history.
• Preview audience size before sending.
• Use Dynamic Segments as broadcast audiences or workflow conditions.
• Register validated external segment properties using the bounded contact-query provider contract.

Workflows (Pro)

Automate WhatsApp messaging and CRM actions without coding.

Workflow triggers include:

• Incoming WhatsApp messages.
• User login events.
• WooCommerce order status changes.
• Abandoned cart events.
• Conversation opened, assigned, status changed, or SLA deadline exceeded.
• Deal created, stage changed, won, lost, reason recorded, value changed, or line items changed.
• Contact lifecycle stage changed.
• Follow-up task created or completed.
• Secure external triggers from compatible plugins.

Workflow conditions include:

• Contact subscription status.
• Contact tags, groups, lifecycle stages, and assignment.
• Contact in Dynamic Segment.
• Open or overdue follow-up tasks.
• Conversation assignment, status, priority, and SLA breach.
• Deal stage, previous stage, status, value mode, reason text, and line-item source.
• WooCommerce order value and abandoned cart context.

Workflow actions include:

• Send WhatsApp template message.
• Update contact subscription status or contact fields.
• Add or remove tags.
• Assign contact or conversation to a user, role, or queue.
• Auto-assign using round-robin routing.
• Update lifecycle stage.
• Create a follow-up task.
• Create or update deals.
• Append deal line items and recalculate deal value.
• Change conversation status, priority, notes, or escalation.

Workflow Runs (Pro)

Monitor every automation execution.

• View workflow run logs with trigger event, contact, status, and timestamps.
• Drill into individual runs to see step-by-step execution.
• Review or retry failed runs.
• Track workflow events, workflow runs, broadcast runs, and abandoned cart automation status.

History

Keep a complete record of WhatsApp messages.

• Review inbound and outbound messages.
• Filter by contact, direction, date range, or status.
• View delivery status, read receipts, timestamps, template names, and contact details.
• Use history for reporting, debugging, compliance review, and customer context.
• Store history in custom database tables for performance and portability.

Authentication – WhatsApp OTP Login

Offer passwordless login using WhatsApp OTP.

• Shortcode: [nxtcc_login_whatsapp]
• Users choose their country, enter their phone number, receive an OTP via WhatsApp, and verify.
• Verified users are linked to their WhatsApp number for future login.
• Optional WhatsApp login button for WordPress login page.
• Optional WhatsApp login button for WooCommerce My Account page.
• Optional force-migration page for moving existing users from password login to WhatsApp login.
• Verified WordPress users can be synced into CRM Contacts.
• Admin controls for OTP code length, resend cooldown, allowed countries, button text, colours, separator text, corner style, and branding visibility.

Settings – WhatsApp Cloud API Configuration

Configure WhatsApp Cloud API securely from WordPress.

• Save App ID, App Secret, Access Token, Phone Number ID, Business Account ID, and display phone number.
• Run connection diagnostics and test template sends.
• Generate Verify Token and copy Callback URL for Meta webhook setup.
• Verify webhook signatures with App Secret-based X-Hub-Signature-256 validation.
• Manage cleanup and retention for messages, OTP records, workflow logs, and operational data.
• Enable or disable delete-all-data-on-uninstall.
• Manage Team Access permissions, module access, action levels, and record scopes.

Team Access & Permissions

Give users the right level of access for their role.

• Create tenant Access Teams for WordPress users.
• Set view-only or manage permission per module.
• Control access for Dashboard, Deals, Chat Window, Contacts, Groups, Tags, Templates, Send Broadcasts, Abandoned Carts, Segments, Workflows, Workflow Runs, History, Authentication, and Settings.
• Set record scopes such as assigned records, team queue, or all records.
• Control assignment eligibility for routing pools.
• Apply CRM access-policy enforcement across inbox, contacts, imports, exports, media downloads, and forwarding.

User-Friendly & Developer-Friendly

NXT Cloud Chat is designed for everyday WordPress users, business teams, agencies, and developers.

For users and teams:

• Clean WordPress admin screens.
• Guided setup links and support badge.
• Simple contact, group, tag, and deal management.
• WhatsApp inbox, CRM, sales pipeline, and OTP login in one place.
• Team access controls without custom coding.
• Useful for support, sales, ecommerce, COD order verification, and customer follow-up.

For developers and agencies:

• Free plugin and Pro add-on are separate and extensible.
• Database schema installed via dbDelta() with proper indices.
• DAO and DB helper classes with safe cached SQL access patterns.
• Filters and actions for integration points.
• Runtime discovery contracts for compatible add-ons.
• Bounded aggregate CRM analytics wrappers.
• Stable wrappers, capabilities, and hooks for contacts, tags, pipelines, deals, lifecycle stages, tasks, duplicate detection, contact merging, contact views, tickets, assignment routing, SLA, and contact upsert.
• Documented integration contracts for extension development.

WhatsApp Login (Authentication)

NXT Cloud Chat includes …