| Setup | CRM integration Plan | Shared Inbox Plan | Mass Messaging |
|---|---|---|---|
| Supports both WhatsApp and WhatsApp Business mobile apps | ✅ | ✅ | ✅ |
| Instant Whatsapp number connection via QR code (no approval required) | ✅ | ✅ | ✅ |
| Connect and share multiple WhatsApp numbers | ✅ | ✅ | ✅ |
| Integrations | |||
| Pipedrive  Including embedded Message sending | ✅ | ✅ | ✅ |
| HubSpot Including advanced Custom Actions | ✅ | ✅ | ✅ |
| Zoho | ✅ | ✅ | ✅ |
| Monday.com Including advance automation templates message syncing coming soon! | ✅ | ✅ | ✅ |
| Salesforce | ❌ | ✅ | ✅ |
| Chrome Extension Chrome extension can recognize phone numbers and show overlay with chat history on any CRM web application | ✅ | ✅ | ✅ |
| Advanced Automation | |||
| Zapier native integration Send and receive messages via Zapier, get notified on new messages and chats, manage chats | ✅ | ✅ | ✅ |
| Public API Rich Public API to send and receive messages, manage chats, retrieve data on chats and messages. | ✅ | ✅ | ✅ |
| Webhooks Notify 3rd party plantforms on new messages (media attachments and aggregation supported) | ✅ | ✅ | ✅ |
| Files uploading Upload files to be used as media attachments when sending messages with Zapier and Public API | |||
| Chats Management and Collaboration | |||
| Shared Inbox interface See chats from all connected WhatsApp accounts in one place, with real-time updates and fully-featured chat view. | Workspace owner only | ✅ | ✅ |
| Active chats per seat limit Active chat is any chat with non-empty history. For workspaces with multiple seats, chat limit is shared among all connected WhatsApp accounts! | 1000 | 2000 | 5000 |
| Label chats Set labels to chats for filtering and use with automations | ✅ | ✅ | ✅ |
| Filter views Dynamically filter chats based on labels, WhatsApp account, responsible and other properties. Create and share multiple filters to organize your organization's communication efficiently. | Workspace owner only | ✅ | ✅ |
| Assign responsible Assign a team member as chat responsible to recieve notification + filter chats by responsbile | ❌ | ✅ | ✅ |
| Internal comments and notes Create notes, exchange comments and mentions inside chats, visible only to the workspace members | ✅ | ✅ | ✅ |
| Chat history sharing Create / revoke dynamic sharing link for selected messages from chat history to be shared inside or outside of your organization | ✅ | ✅ | ✅ |
| Message reminders Set yourself a reminder to respond to a message | ✅ | ✅ | ✅ |
Hide Phone Numbers Workspace owners can hide WhatsApp contact numbers from non-admin team members | ❌ | ✅ | ✅ |
| Mass Messaging | |||
| Mass Messaging campaign 1. Import CSV/ Excel contacts list with custom properties to be used as template variables. 2. Schedule sending in future. 3. Get detailed report with open / read statuses. | ✅ | ✅ | ✅ |
| Bulk Reply campagins Send Mass Messaging campaigns by selecting multiple chats directly from Shared Inbox interface. | ❌ | ✅ | ✅ |
| Quick reply templates Create and share quick reply templates and templates for Mass Messaging campaigns | ✅ | ✅ | ✅ |
| Messaging quota for non-automated messaging | Unlimited | Unlimited | Unlimited |
| Recurring messaging quota for automated messaging Your workspace is awarded a monthly recurring quota of message automation credits, that is used with Mass Messaging and automations (messages sending via Shared Inbox is free). The utilization resets at the end of billing cycle, unused quota IS NOT accrued. | 50 | 500 | 2000 |
| Extra recurring messaging quota Possibility to subscribe for an extra monthly recurring quota for a separate fee. | ✅ | ✅ | ✅ |
| Non-recurring messaging quota Possibility to make a one-off purchase of a non-recurring messaging quota that doesn't expire (subject to a minimum quantitiy of 5000 messages) | ❌ | ✅ | ✅ |
| Media attachment size (MB) limit Everywhere in TimelinesAI UI and in automations | 2 | 10 | 50 |
| Start new WhatsApp chats without saving into contact book | in Pipedrive / Chrome Extension only | ✅ | ✅ |
| Control, Access & Privacy | |||
| Workspaces | ✅ | ✅ | ✅ |
| Teams Access mutliple workspaces with separate settings from the same TimelinesAI user | ✅ | ✅ | ✅ |
| Permissions and Roles Partition your workspace members into teams for fine-grained chats access control | ✅ | ✅ | ✅ |
| Analtytics Reports Set desirable permission and access level for each workspace member | ❌ | ✅ | ✅ |
| Unsync individual chats Phone numbers are hidden everywhere in TimelinesUI for non-admin roles | ✅ | ✅ | ✅ |
| Data access | |||
| Chat history access | 30 days | Unlimited | Unlimited |
| Contacts export | ❌ | ✅ | ✅ |
| (coming soon) Chats history export | ❌ | ✅ | ✅ |
| (coming soon) Chat history sync from WhatsApp mobile app | ❌ | ✅ | ✅ |
| Auto-response and AI | |||
| (coming soon) Auto-responder | ✅ | ✅ | ✅ |
| ChatGPT-based chat summary Present clients with selection menu and auto-respond / assign agents based on selection | ✅ | ✅ | ✅ |
| ChatGPT-based auto-response Summarize chat history with ChatGPT 3.5 Turbo | ✅ | ✅ | ✅ |