WhatsApp · Messenger · Instagram · Telegram · Claude · ChatGPT
Customers write on WhatsApp, Messenger or Instagram and the conversation sits next to their record in Perfex. AI drafts the answer, a person sends it. Your team asks Claude or ChatGPT about the CRM and approves what it wants to change, and a Telegram message becomes a task. Built from three of our modules — this page says exactly what each one does today, and what it does not.
Channels
One line per channel, with the module that provides it. Your own accounts with Meta, Telegram, Twilio, n8n and the AI providers are always yours.
| Channel | What works today | Needs |
|---|---|---|
| WhatsApp Business | Customer conversations in the shared inbox, linked to the contact, customer or lead by phone number; free replies within 24 hours, approved templates at any time, pictures and files. Your own Cloud API number, or the number of a WhatsApp module you already run. | Perfex Inbox |
| Messenger & Instagram Direct | Messages to your Facebook Page and Instagram professional account as conversations; replies within 24 hours (7 days with Meta's human-agent feature). Live use needs your Meta app approved by Meta. | Perfex Inbox |
| Telegram | Your own bot: a team member writes /task … and the task is created in Perfex, with the link sent back. Only the chats you list are accepted. Telegram chats do not appear in the inbox. | Perfex Connect + n8n |
| Claude, ChatGPT, Cursor | Ask about customers, invoices, projects and tickets; prepare changes that wait on the Approvals page. Each token or connected app reads and writes only what you allow. | Perfex Connect |
| Website chat & client portal | Two different things: a live chat your team answers in the inbox, and an AI assistant that answers customers from what they may see and hands over as a lead or ticket. | Perfex Inbox · Perfex AI Staff |
| Slack, Microsoft Teams, Discord | Team notices from CRM events: new tickets, overdue invoices, signed contracts, a daily KPI digest. Ready recipes, one way (CRM to chat). | Perfex Connect + n8n, Make or Zapier |
| E-mail & SMS | Mailboxes (IMAP, Gmail, Microsoft 365) and SMS through Perfex's own SMS gateway, with customer replies through Twilio, in the same inbox. | Perfex Inbox |
What works today
Each card names the modules it needs. Nothing here is a roadmap item.
CustomerHi, can you resend invoice INV-0042? I can't find it.
From any conversation — WhatsApp, Messenger, Instagram, chat or e-mail — create a lead, a ticket or a task through Perfex's own screens, linked back to the conversation. Unknown numbers can become leads automatically (off by default).
You, in ClaudeWhich invoices of Northwind are overdue? Add a follow-up task for Maria.
You, in Telegram/task Call the printer about the flyers
Your bot in n8n checks the chat is on your list, creates the task through the REST API and answers with its link. The workflow is a ready recipe to paste.
AI Staff's website chat answers from your public help articles; its portal assistant shows the contact's own invoices, quotes, projects and tickets. When it cannot help, it hands over as a lead or ticket. Both are off until you switch them on.
New ticket to Teams or Discord, overdue invoices and tasks each morning in Slack, a signed contract, a daily KPI digest — from 31 workflow recipes, every one checked against the API.
Which modules
Each module works on its own. Together they share contacts, permissions and approvals instead of copying data around.
The shared inbox for customer chats and mail.
The AI that drafts and proposes; people decide.
The API, events and MCP server everything else plugs into.
| You want | Inbox | AI Staff | Connect |
|---|---|---|---|
| WhatsApp, Messenger and Instagram chats in Perfex | ✓ | ||
| AI drafts for those chats | ✓ | ✓ | |
| Claude, ChatGPT or Cursor working in the CRM | ✓ | ||
| The same CRM tools for AI Staff's assistant, with approval cards | ✓ | ✓ | |
| Telegram bot that creates tasks | ✓ + n8n | ||
| Slack, Teams or Discord notices | ✓ + n8n, Make or Zapier | ||
| AI answers on your website and portal | ✓ |
Prices are one-time licences on SellMyCode. AI Staff uses your own AI provider account (OpenAI, Anthropic, Gemini and others, or a local model).
In Inbox › Channels, add your WhatsApp number (Cloud API or your WhatsApp module) and your Facebook Page and Instagram account through your own Meta app.
Set up a provider in AI Staff, then turn on the AI helpers in the inbox settings. Drafts appear in the composer; nothing is sent by AI.
In Connect › MCP Server, create a token for Claude, ChatGPT or Cursor with read or write per resource, or switch on OAuth for the connectors. Writes wait on Approvals. For Telegram, paste the recipe into n8n.
No. In Perfex Inbox the AI drafts, summarises, suggests routing and translates; a person sends every message. AI Staff answers customers only in its own website chat and portal assistant, from what they may see, and only when you switch those on.
No. WhatsApp and Messenger chats need Perfex Inbox; AI drafts for them need Inbox and AI Staff; Claude, ChatGPT, Cursor, Telegram and the chat notices need Perfex Connect. Each works on its own.
Telegram runs as your own bot, and n8n hosts the small workflow that receives its messages and calls Connect's API. n8n is free to self-host or available as n8n cloud; the recipe is ready to paste and only accepts the chats you list.
Not by default. Every token and connected app asks before every change: the write waits on Connect › Approvals, and Connect checks the token, the approver's rights and the record again before writing. Delete tools are off until an administrator allows them.
Your own Meta app: WhatsApp Cloud API for the number (or a WhatsApp module you already use), and the Messenger platform for the Page and Instagram account. Live Messenger and Instagram use needs Meta's App Review; the Inbox setup guide walks through it.
Start with the module for the part you need today.