Sheet 07 · Platform features · CC-001 Rev D

Six features that quietly do a lot.

None of this needs a training session. The whole product is designed around the reality that Indian SMB owners are busy, staff turns over, and every message is a customer relationship.

Shared team inbox

Every message, in one place, with the right person. Assign conversations to specific agents. Hand off between shifts. Add private notes only your team sees. Search past chats. All while the customer keeps chatting from the same WhatsApp number they always did.

Role-based access Internal notes Shift handoff Full search
Cosmos Connect shared team inbox — conversation list on left, active WhatsApp chat on the right with Intervene button

Booking engine

Reservations, appointments, pre-orders — right inside chat. Four ready-to-use presets: restaurant tables, OPD appointments, salon services, weekend pop-ups. Each one comes with sensible defaults for hours, capacity, cutoff windows and reminders. Change what doesn't fit, or start blank.

4 industry presets Waitlist Auto-reminders Emergency close
Cosmos Connect booking engine — Sunday-only pre-order config with day chips, capacity counter and time slots

Automated replies

Say "hours" — get hours. Say anything else — the AI (optionally, on Pro) helps. Keyword-triggered rules answer the ninety per cent of questions that repeat every day. When something new comes in, an optional AI auto-reply can jump in with a brand-safe response, or hand off to a human.

Rules-first Regex + keywords AI fallback (Pro) Kill switch
Cosmos Connect bot builder — keyword-triggered reply rules with tags, contains match, and formatted responses

Broadcasts & templates

Send one message to five hundred customers. Track every one. Design message templates (Meta approves them), then send them to targeted customer segments. See delivery, opens, and replies per broadcast. Great for offers, event reminders, festive greetings, and re-engagement.

Template designer Segment targeting Delivery + read tracking Reply analytics
Cosmos Connect broadcast composer — template picker, message preview, and recipient checklist

Bot flows

Multi-step conversations, no code required. Build a step-by-step journey: greet, ask for order type, capture quantity, confirm delivery address, save as a lead. Everything happens inside chat, at the customer's pace. Ideal for lead capture, order taking, and feedback.

Visual builder Conditional branches Lead capture CSV export
[ Screenshot · flow builder with 4-step lead capture ]

Analytics that matter

Message volume by day. Delivery and read rates by template. Peak reply hours. Requesting-human queue length. Top-performing broadcasts. Everything designed to answer one question: what should I send next, and when?

Daily volume charts Delivery rates Template performance CSV export
Cosmos Connect analytics — delivery rate, read rate, message activity chart, delivery funnel, and top templates

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