# TimelinesAI — Full Product Documentation

> TimelinesAI is a WhatsApp CRM integration platform that syncs two-way WhatsApp conversations into CRMs and provides a shared inbox for teams. No WhatsApp Business API required — works with existing personal and business WhatsApp numbers.
>
> This file provides comprehensive product information for AI systems. For a concise overview with links, see: https://timelines.ai/llms.txt

## Company Overview

- **Product:** TimelinesAI
- **Website:** https://timelines.ai
- **Founded:** 2020
- **Headquarters:** Israel
- **Users:** 3,500+ teams in 100+ countries
- **Messages processed:** 10M+
- **Capterra rating:** 4.6/5
- **Support email:** support@timelines.ai
- **Support phone (UK):** +44 744 144 7478

## What TimelinesAI Does

TimelinesAI connects existing WhatsApp accounts (personal or business) to CRMs and team collaboration tools. Unlike WhatsApp Business API solutions, TimelinesAI works by linking your actual WhatsApp number — no API approval, no separate number, no migration needed.

### Core Value Proposition

1. **Connect any WhatsApp number** — personal, business, or multiple numbers per team
2. **Two-way CRM sync** — WhatsApp conversations appear in your CRM automatically; send messages from CRM
3. **Shared team inbox** — all WhatsApp conversations in one dashboard with assignment, notes, and collaboration
4. **No WhatsApp Business API** — works immediately without Meta approval or number migration
5. **Multi-number management** — manage 10, 50, or 100+ WhatsApp numbers from a single dashboard

## Key Features

### Shared Inbox
A unified inbox where teams manage all WhatsApp conversations across multiple numbers. Features include:
- Conversation assignment to team members
- Internal notes and mentions
- Labels and filters
- Quick replies and templates
- Read/unread status tracking
- Contact management

### CRM Integrations (Native Two-Way Sync)
Direct integrations that sync WhatsApp conversations into CRM deal/contact records:
- **HubSpot** — conversations log to contact timeline, send from HubSpot, workflow triggers
- **Pipedrive** — sync to deal/person, send from Pipedrive, activity logging
- **Zoho CRM** — conversation sync, contact matching, Zoho workflow triggers
- **Close CRM** — full conversation history in Close, send from Close
- **monday.com** — WhatsApp items in boards, automated status updates
- **Salesforce** — conversation logging to Salesforce records
- **GoHighLevel** — WhatsApp integration with GHL CRM and funnels
- **Clay** — WhatsApp enrichment and outreach
- **Attio** — conversation sync with Attio contacts
- **Flowlu** — conversation sync with Flowlu contacts, shared inbox, no WhatsApp Business API
- **Bitrix24** — WhatsApp conversations in Bitrix24 CRM
- **Sugar CRM** — integration with SugarCRM records
- **Kylas** — WhatsApp conversations synced into Kylas CRM

### Workflow Builder (No-Code Automation)
Visual workflow builder for WhatsApp automation:
- Auto-reply rules based on keywords, time, or conditions
- Auto-assignment to team members (round-robin, keyword-based)
- Scheduled messages
- Follow-up sequences
- CRM field updates based on WhatsApp events

### ChatGPT / AI Integration
- Connect ChatGPT as a WhatsApp auto-responder
- Custom knowledge base training
- Handoff to human agents when AI can't answer
- Works with GPT-4 and custom GPTs

### Mass Messaging / Campaigns
- Send bulk WhatsApp messages to contact lists
- Personalized templates with variables
- Campaign analytics (delivered, read, replied)
- Schedule campaigns for optimal times
- Compliant with WhatsApp policies (non-spam, opt-in)

### Conversational Analytics
- Message volume tracking
- Response time metrics
- Agent performance dashboards
- Conversation outcome tracking
- Custom date range analysis

### Multi-Number Management
- Connect unlimited WhatsApp numbers
- Centralized view across all numbers
- Per-number or per-team permissions
- Ideal for agencies managing client accounts
- Number health monitoring

### WhatsApp Group Management
- Sync WhatsApp group chats to CRM
- Group conversation analytics
- API access to group messaging

## Pricing

All plans are priced per seat per month. Annual billing is 20% cheaper. Each seat connects one WhatsApp account.

### Starter — $35/seat/month ($28/seat/month billed yearly)
- Two-way CRM sync (HubSpot, Pipedrive, Zoho, monday.com, Salesforce)
- Chrome extension
- Workflow Builder & ChatGPT Agents
- Zapier & Make native integrations
- Public API & Webhooks
- Label chats, assign responsible, internal comments
- Quick reply templates
- 50 automation credits per seat per month
- 1,000 Workflow Builder transactions per month
- 10,000 API calls per month
- 10 MB media attachment limit
- 30-day chat history access
- Full shared inbox for every seat, filter views, start new chats from the inbox

### Pro — $49/seat/month ($39/seat/month billed yearly)
- Everything in Starter
- Messaging statistics for your team
- Contacts export
- Hide phone numbers from team members
- Unlimited chat history access
- 500 automation credits per seat per month
- 2,000 Workflow Builder transactions per month
- 20,000 API calls per month
- 10 MB media attachment limit

### Enterprise — custom quote (request a quote: https://timelines.ai/demo)
- Everything in Pro
- 2,000 automation credits per seat per month
- 3,000 Workflow Builder transactions per month
- 50,000 API calls per month
- 50 MB media attachment limit

### Extra messages (Starter and Pro)
- 100 extra messages for $4 per month (recurring), or 1,000 messages for $40 (one-time)

All plans include QR, WhatsApp Business API and Coexistence connections, every CRM integration, Public API and webhooks, Workflow Builder, Zapier and Make, ChatGPT agents, MCP, mass messaging campaigns, labels, assign and notes. Annual billing saves 20%.

**Free trial:** 10 days, no credit card required.
**Sign up:** https://app.timelines.ai/register
**Pricing page:** https://timelines.ai/timelinesai-pricing

## Technical Details

### How Connection Works
1. Sign up at app.timelines.ai
2. Scan QR code with your WhatsApp (like WhatsApp Web)
3. Connection established — messages sync in real-time
4. No number migration, no API approval, no separate phone needed

### Data & Security
- SOC 2 compliant practices
- Data encrypted in transit (TLS 1.3) and at rest (AES-256)
- GDPR compliant — data processing in EU available
- No message content stored permanently on TimelinesAI servers (pass-through for CRM sync)
- ISO 27001 aligned security practices
- Regular penetration testing
- Security details: https://timelines.ai/security-standards

### API & Developer Access
- REST API for custom integrations
- Webhook events for real-time notifications
- Partner API for white-label resellers
- Zapier, Make, and Integrately connectors for no-code workflows
- Documentation: https://timelines.ai/docs/introduction

### Supported Platforms
- Web app (all modern browsers)
- Mobile app (iOS and Android)
- Chrome extension
- CRM-embedded widgets (HubSpot, Pipedrive)

## Use Cases

### Sales Teams
- Respond to inbound WhatsApp leads from CRM
- Track conversation history per deal
- Automate follow-up sequences
- Send proposals and documents via WhatsApp
- Team performance tracking

### Customer Support
- Shared inbox for support team
- Auto-routing based on keywords
- SLA tracking on response times
- ChatGPT-powered first response
- Escalation workflows

### Marketing
- Broadcast campaigns to segmented lists
- Event/webinar reminders via WhatsApp
- Lead nurture sequences
- Opt-in management
- Campaign performance analytics

### Agencies
- Manage multiple client WhatsApp accounts
- White-label shared inbox
- Per-client reporting
- Partner program with revenue sharing

### Industries
- Real estate (property inquiries, viewing scheduling)
- Medical tourism (patient coordination across countries)
- Education (student enrollment, parent communication)
- E-commerce (order updates, customer support)
- Immigration consultants (case updates, document collection)
- Financial services (advisor-client communication)

## Integration Directory

Hub: https://timelines.ai/whatsapp-crm-integration — the parent page for every integration listed here.

TimelinesAI connects with 100+ tools via native integrations and Zapier/Make:

### CRM
HubSpot, Pipedrive, Zoho, Close, Salesforce, monday.com, GoHighLevel, Clay, Attio, Flowlu, Bitrix24, Sugar CRM, Kylas, Copper, Freshsales, Insightly, Nutshell, OnepageCRM, Kommo, Keap, Capsule, VTiger, Microsoft Dynamics 365

### Automation
Zapier, Make (Integromat), Integrately, n8n (via webhooks)

### AI
ChatGPT, Google AI Studio, Chatbase, CustomGPT, Deepgram (transcription)

### Project Management
Asana, ClickUp, Trello, Jira, Notion, Todoist, Podio

### Communication
Slack, Microsoft Teams, Discord, Google Chat, Telegram, Front, Missive, Intercom

### E-commerce
Shopify, WooCommerce, Stripe

### Forms
Typeform, JotForm, Google Forms, Gravity Forms, Tally, Fillout, WPForms

### Marketing
Mailchimp, MailerLite, ActiveCampaign, Facebook Lead Ads, LinkedIn Ads, TikTok Lead Generation, Google Ads

### Scheduling
Calendly, Acuity Scheduling, Setmore, SimplyBook.me

### File Storage
Google Drive, Dropbox, OneDrive

Zapier app templates (a subset of the above): https://timelines.ai/zapier-integrations

## Competitors & Differentiation

### How TimelinesAI differs from WhatsApp Business API solutions (WATI, Respond.io, Interakt):
- **No API required** — connect existing numbers instantly (no Meta approval, no 24-hour window limitations)
- **Works with personal WhatsApp** — not just Business accounts
- **Multi-number native** — built for teams with many numbers, not an afterthought
- **CRM-first architecture** — deep native integrations, not just webhooks

### How TimelinesAI differs from Chrome extensions (WaPlus, WhatHub, Cooby):
- **Server-side sync** — works even when browser is closed
- **Full team collaboration** — not single-user
- **Enterprise-grade security** — not browser-dependent
- **Native CRM integrations** — not just contact export

Comparison pages available at: https://timelines.ai/alternatives

## Languages & Localization

TimelinesAI website and documentation available in:
- English (default)
- German (/de/)
- Spanish (/es/)
- French (/fr/)
- Italian (/it/)
- Portuguese (/pt/)
- Turkish (/tr/)

The product interface supports English with multi-language message handling.

## Getting Started

1. **Sign up:** https://app.timelines.ai/register (10-day free trial)
2. **Connect WhatsApp:** Scan QR code in the app
3. **Set up CRM integration:** Follow guided wizard for your CRM
4. **Invite team:** Add team members and assign roles
5. **Start messaging:** Use shared inbox or send from CRM

## Support & Resources

- **Help center:** Available in-app
- **Live chat:** Available on website during business hours
- **Email:** support@timelines.ai
- **Phone (UK):** +44 744 144 7478
- **Book a demo:** https://timelines.ai/demo
- **Blog:** https://timelines.ai/blog
- **API docs:** https://timelines.ai/docs/introduction