AI TOOL PROFILE
Picky Assist: WhatsApp Automation and Conversational CRM
- Customer Support
- AI Chatbot
- Small businesses
- Mid-market companies
- Teams using WhatsApp for sales and support
- Business owners seeking a no-code automation tool
Pricing
Offers a free forever plan. Paid plans start at $39 per month (Starter), with Growth at $49/mo and Scale at $69/mo. An API-only plan is available for $29/mo.
At a glance
- Best for
- Small businesses, Mid-market companies, Teams using WhatsApp for sales and support, Business owners seeking a no-code automation tool
- Key use cases
- Automating Lead Follow-ups, Customer Support Automation, Appointment Scheduling, Payment Collection
- Integrations
- Zoho CRM, PayPal, Stripe, Razorpay, PayU
- Official website
- Visit Picky Assist official website
How AI is used
Picky Assist is a communication platform designed to centralize business interactions through the WhatsApp Business API. It provides a unified inbox for teams to collaborate on customer conversations and includes a no-code builder for creating automated chatbots and conversational funnels.
The tool is designed for small to mid-sized businesses across various sectors, including education, real estate, and healthcare, that use WhatsApp for lead generation and customer support. It supports automating repetitive queries, managing lead stages in a CRM, and facilitating payments within the chat interface.
Buyers should note that while a free plan is available, advanced features and higher contact limits require paid subscriptions. Because the platform is primarily self-service, those needing extensive setup may need to evaluate the optional paid support plans.
Key Features
No-code Chatbot Builder
A visual drag-and-drop tool for creating automated chatbots to handle customer queries.
Conversational CRM
A built-in system to track lead stages, manage activities, and organize customer data.
Teambox Unified Inbox
A shared inbox that integrates WhatsApp and Messenger for team collaboration and chat assignment.
AI Mate
Integrated AI capabilities designed to summarize chats, generate replies, and analyze sentiment.
WhatsApp Payment Automation
Supports the collection of payments directly within the WhatsApp chat interface.
Broadcaster
A tool for sending bulk WhatsApp messages to nurture leads and customers.
Use Cases
Automating Lead Follow-ups
Setting up automated reminders and nurture sequences to keep prospective clients engaged.
Customer Support Automation
Using AI chatbots to answer common questions and may help reduce the volume of routine support calls.
Appointment Scheduling
Managing bookings and registration for services like clinic visits or educational trials via WhatsApp.
Payment Collection
Sending automated billing reminders and payment links to support cash flow.
Integrations
- Zoho CRM
- PayPal
- Stripe
- Razorpay
- PayU
- Zapier
- Pabbly
- WhatsMail
- Facebook Lead Ads
FAQ
What is included in the Picky Assist Free Plan?
- The Free Plan includes core features, CRM modules, and support for WhatsApp, FB Messenger, and Instagram, though it has limits on contacts and interactions and a 30% markup on WhatsApp messaging charges.
How are WhatsApp messaging charges handled?
- Charges are determined by Meta based on the recipient's country and message category. Paid plans are billed at actual rates, while the free plan includes a markup.
Can I connect multiple WhatsApp numbers to one account?
- Yes, you can connect up to 50 numbers, but the ability to connect more than one number is only supported under the Scale Plan.
Does Picky Assist offer onboarding support?
- All paid plans include one free live onboarding session. For more extensive custom setup or advanced configurations, optional paid support plans are available.
Source category: Customer Support
Source subcategory: AI Chatbot
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