Integrations & channels

Plug into the tools you already use

Capture leads from any website without touching its code, sync Google Sheets, fire conversion events to Meta & GA4, and choose your AI provider. Instagram, Facebook & WhatsApp channels bridge into the same inbox.

Social channels

Instagram, Facebook & WhatsApp — one inbox

The Message Integration module bridges Meta channels straight into your existing chat core. Inbound social messages become normal conversations in the same agent inbox — so your current agents and AI handle them exactly like a web chat. No separate tool, no double-staffing.

Live

WhatsApp

Connect a WhatsApp Business number per project. Inbound messages become live conversations; agents & AI reply from the same console.

Per-project numberTemplates
Live

Instagram

Instagram professional-account DMs route into the same inbox, segregated by project — perfect for brands running Instagram ads.

DM → conversationAI & human
Live

Facebook Messenger

Facebook Page conversations bridge into your chat core through a resilient inbound/outbound poller — replies flow back via the Graph API.

Page → conversationGraph API

Built as an isolated module — zero risk to your CRM

The channel bridge lives in its own module with its own tables and only calls the chat core's public API. It's engineered so onboarding social channels can't destabilise the live-chat system you rely on every day.

Also in the social inbox module

Auto-reply bot

Per-project keyword rules answer repetitive questions instantly — before AI or agent routing, at no AI cost.

WhatsApp templates

Create templates, submit to Meta for approval and track status — required for messaging outside the 24-hour session window.

Broadcast campaigns

Send an approved template to a contact list from your Google Sheet — queued, rate-limited, per-recipient status. Opt-in & policy aware.

Self-serve onboarding

Facebook Login & WhatsApp Embedded Signup so you connect channels with a click — no pasting IDs or tokens.

WhatsApp business-initiated messaging follows Meta's policy: approved templates, opted-in users, daily messaging limits and quality rating apply.

Available today

Capture leads & fire conversions — no developer needed

Copy-paste ready scripts and a paste-and-save marketing-tags panel mean marketing ships changes without touching code.

Web-lead capture — one line

Drop one script on any landing page. It hooks existing <form> submits and posts name + phone + email + source URL + UTM to your CRM's /api/web-leads endpoint. Original form behaviour untouched.

<script src="https://yourdomain/widget/lead-form.js"
        data-project="default"></script>

Google Sheets — one-click connect

Share the sheet with a service-account email, paste the URL, map the columns. A background poller pulls new rows every 60s. No per-user OAuth, no expiring tokens — connect 1 sheet or 50.

Service-account auth60s syncColumn mapping UI

Widget · trigger · popup

Three embed modes: standard bubble, any-element trigger link, and auto-open popup modal.

Marketing tags

Enter your Meta Pixel, GA4 & Google Ads IDs — B2CPilot renders the official tags safely, live on next page load.

Claude & OpenAI

Pick your AI provider and model from a dropdown, or type a custom model id. Flip the toggle anytime.

CSV upload & PWA apps

Bulk-import leads from a CSV; install the agent or visitor app as a PWA on phone or laptop.

Closed-loop marketing

Fire lead-stage events to Meta Pixel & GA4 — with Advanced Matching

When an agent marks a chat Qualified, Not Qualified or Converted, an event fires to Meta Pixel & GA4 with the original UTM. And because the chat page captures the Facebook click IDs (fbclid / _fbc / _fbp) plus hashed email & phone, your events use Advanced Matching — so they match real people accurately even with cookie and iOS limits, and de-duplicate cleanly against the Conversions API.

Meta Pixel Lead / Purchase GA4 generate_lead Advanced Matching fbclid / fbc / fbp capture UTM preserved
// GTM trigger on lead-stage change
fbq('track', 'Lead', {
  content_name: 'qualified',
  currency: 'INR', value: 0,
  em: hashedEmail, ph: hashedPhone
});

gtag('event', 'generate_lead', {
  source: utmSource,
  medium: utmMedium,
  campaign: utmCampaign
});

WhatsApp, Instagram & Messenger — one inbox

Tell us which channels matter most — we set them up during onboarding.