Engati - User Guide
What's New?

Release Notes March 2024

16min

As part of our monthly deployments, we had a release on 5th March 2024. Following is the summary of the changes:

Broadcast and channels

Move retarget broadcast from View broadcast page to Broadcast History page options

Description

  • Retarget broadcast option to be visible in Broadcast History page

Feature Impact

  • Improve discoverability which will allow customers to run more broadcasts from the system easily, hence improving usage.

Billing & Analytics

Add a link to Stripe customer portal in Subscriptions

Description

  • The Stripe customer portal CTA, guiding users to the list of unpaid invoices on Stripe, is now available on the Engati portal under account settings → subscription details.

Feature Impact

  • Customers no longer need to raise a query or wait for an email from Engati to settle overdue payments. They can check their dues at their convenience, promoting data transparency and building trust with the customer.

Billing Enforcement Setting Changes

Description

  • In the first phase, we enabled an email section under subscription details on the Engati Portal, allowing users to enter their valid email addresses to receive billing-related reminders through email. In the current phase, we have expanded the options to include the WhatsApp number as a channel for users to receive billing reminders from Engati.

Feature Impact

  • Customers who do not check their email regularly can now opt for reminders on WhatsApp, given its high user activity on this platform.

Integrations & Inbox

Ease partner onboarding

Description

  • WL Partners can now set up their own logos, themes and custom configurations

Feature Impact

  • Reduce back and forth saving time and reducing friction in the onboarding process, while also giving partners more control over the branding elements

Ability for end customers to exit conversation and go to bot flows any point in time

Description

  • Earlier the exit conversation as an option was only available for website users and since a major chunk of our customers use WA we have also extended this capability for the end users to exit the conversation anytime they want. This unties the dependency created on the agent to resolve conversation so that the end user can explore the automation flows

Feature Impact

  • This feature will solve the problem of the end user getting stuck with the live chat agent until the conversation is manually resolved by the agent or when the system auto resolves all the conversations. With this capability the end user is free to exit the chat anytime they want and are free to explore the automation flows that are created.

Shopify

Boost Conversions with Website pop-ups (Beta)

  • Capture leads, engage them & boost your cart recovery rates with attractive offers, product showcases, and videos with dynamic pop-ups on the Shopify website.

Retarget Shopify segments via Engati

  • Discover all your customer segments created on the Shopify store on the Engati platform under Store -> Segments. Seamlessly retarget them through WhatsApp broadcast. Keep track of your retargeting campaigns with advanced analytics and optimize strategies for better engagement & conversions.

Retarget WooCommerce customers spanning more than past one year

  • Now, you can leverage your WooCommerce customer data spanning more than one year and create customized segments based on several conditions. Re-engage the lost customers and boost your conversion rates effortlessly. Contact our support team to enable access to this data on your account.

Improvements in Cash-on-Delivery to Prepaid Workflow for Shopify

  • Enhance your Cash-on-Delivery to Prepaid Workflow by offering more value. In addition to displaying discounts in your WhatsApp notification, now you can also provide complimentary products to customers who opt for prepaid orders.

Track your Shopify website traffic on Engati 

  • Track the website activity of your users on Engati starting from the landing page to checkout. Gain insights with advanced analytics on popular products, and pinpoint drop-off points. Capture their contact details and engage them for better conversions.

Convert abandoned cart on the Shopify website (Beta)

  • Boost cart recovery rates on your Shopify website with dynamic pop-ups. Capture & engage your audience with attractive offers, product showcases, and videos. Redirect them to WhatsApp for a seamless checkout experience and close the sale.