Schedule & Send Bulk Messages to WhatsApp groups

With Periskope's bulk message feature, users can

• Schedule and send messages to thousands of WhatsApp groups in one click

• Personalize messages with variables and attach media (e.g., images, documents, videos, audio & more)

• Measure open and read rates for every message

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Convert customer queries on WhatsApp groups into tickets and tasks

If you get questions or queries on WhatsApp groups, you can now

• Convert any customer or internal query into a ticket by either by 1) right clicking a message and choosing "create ticket" on Periskope or 2) using the label emoji directly from the WhatsApp group to create a ticket.

• Assign the ticket to your team, set priority, due dates, labels and custom properties.

• Push the ticket into HubSpot, Freshdesk, Zohodesk and Google Sheets natively

• Use Zapier or Periskope APIs & webhooks to integrate tickets with any other ticketing platform

• Close a ticket on any platform and send a reply to the original message on the WhatsApp group

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Automatically Flag Important WhatsApp Messages with AI

Periskope's AI-driven flagging feature helps you stay on top of crucial messages in busy WhatsApp groups. With this tool, you can:

• Use AI-driven sentiment analysis to detect messages needing immediate attention (e.g., negative sentiment or urgent keywords) and automatically flag them

• Set up custom rules to convert flagged messages into tickets, forward to specific groups, assign to teams etc

• Receive notifications or visual indicators within the platform to highlight flagged messages across different group chats.

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Provide Team Access to Groups & Chats Without WhatsApp

Periskope allows centralized group chat management without needing WhatsApp access for each team member. This means you can:

• Grant access to view, respond, or manage WhatsApp group chats to agents, team members, or entire departments within Periskope.

• Manage permissions based on roles, ensuring only authorized users can view or access certain groups /chats

• Track responses and interactions directly within Periskope, allowing you to monitor team actions without needing to manage individual WhatsApp accounts.

• Centralize all group communication on Periskope, providing a single view of customer conversations across multiple groups.

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View Group Analytics

Periskope’s analytics provides insights into how WhatsApp groups are performing and how responsive teams are. Detailed analytics include:

• Track message volumes for incoming and outgoing messages across groups.

• Monitor response times, allowing you to evaluate team efficiency and customer satisfaction.

• View the total number of queries or issues raised, identifying patterns or recurring topics.

• Access reports on group engagement levels, helping optimize communication and refine team processes.

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Add and Remove Members to Multiple Groups in One Click

Periskope simplifies group membership management across multiple WhatsApp groups with a single click. This feature lets you:

• Add or remove members in across selected groups, saving time and reducing manual adjustments.

• Manage large teams or customers who need access to specific groups quickly and efficiently.

• Use this tool to maintain current and accurate group compositions, especially in high-turnover or dynamic member environments.

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Set Role-Based Permissions for Group Access

Manage access control with Periskope’s role-based permissions to ensure data security and relevant visibility. Features include:

• Assign specific roles for viewing, responding, and managing group chats, keeping sensitive information secure.

• Customize permissions and access for each role

• Use permissions to control the flow of information, ensuring that only the right people have full access to group interactions.

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Automate Workflows within Groups with Custom Rules Engine

Periskope’s custom rules engine allows you to streamline workflows and automate actions within WhatsApp groups and chats.

• Automatically reply to messages containing specific keywords or during off-hours.

• Automatically create tickets when customer queries are detected in groups or 1:1 chats.

• Automatically categorize and label incoming chats and groups based on predefined criteria.

• Automatically trigger follow-up or reactivation messages after a period of inactivity to keep engagement high.

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Organize Group Chats with Labels and Custom Properties

With Periskope’s labeling and custom property features, you can streamline group chat organization. This allows you to:

• Apply custom labels (e.g., VIP, high-priority, feedback) to organize and segment chats by relevance or urgency.

• Add custom properties to each chat, such as status, owner, or department, for easier filtering and sorting.

• Create categories that help you track ongoing conversations and return to critical discussions faster.

• Sort and filter chats by labels or properties, making it easy to focus on specific types of interactions.

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Auto-Create Groups via APIs

Periskope’s API integration allows you to automate WhatsApp group creation based on specific workflows or triggers. Key functionalities include:

• Automatically create and configure new groups as part of your customer journey or support workflow.

• Define and add participants during group creation, streamlining the onboarding or engagement process.

• Customize group settings via API calls, such as setting group descriptions, privacy levels, or initial messages.

• Integrate group creation into larger workflows, ensuring groups are set up precisely when needed (e.g., upon new customer registration or specific event triggers).

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Export Group Messages and Data

Periskope’s export feature allows easy access to historical group data for reporting or compliance purposes. With this, you can:

• Export full conversation histories, including message timestamps, participants, and media attachments.

• Download group membership details and other metadata

• Export specific timeframes or conversation segments to ensure you have relevant data for analysis.

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Integrate WhatsApp Groups with CRMs and Tools

Periskope enables seamless integration with CRM systems and other tools for synchronized data. Key integration features include:

• Direct integration with platforms like HubSpot, Freshdesk, Zoho Desk, and Google Sheets to unify customer interactions.

• Use Zapier or custom APIs & webhooks to connect with additional third-party tools, ensuring flexible data flow and workflow automation including

  • Automatic group creation

  • Sending messages to groups based on triggers

  • Reading entire chat histories for analytics

  • Programmatically adding and removing group members

  • Creating and syncing tickets with ease

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