NXT Cloud Chat connects WordPress directly to Meta’s official WhatsApp Cloud API. Manage conversations, CRM contacts, sales pipelines, team access, and OTP login from WordPress admin.

Built for stores, sales and support teams, membership sites, agencies, and developers that need a self-hosted WhatsApp CRM.

Free Plugin

Shared inbox with explicit ticket creation, private notes, filters, followers, assignments, SLA indicators, and agent-view receipts.
CRM contacts, groups, tags, lifecycle stages, follow-up tasks, ownership, duplicate detection, and activity history.
Sales pipelines, configurable stages, deals, line items, values, and stage history.
Access Teams with module permissions and record scopes.
WhatsApp OTP login for WordPress and WooCommerce My Account.
Message history, delivery status, webhooks, connection health, and secure media access.
Optional browser Web Push alerts with shared unread counts and previews off by default.
Stable PHP wrappers, hooks, and runtime capability discovery.

Pro Add-on

Pro adds approved templates, broadcasts, dynamic segments, WooCommerce notifications, abandoned cart recovery, visual workflows, logs, retries, analytics, and CSV exports.

Setup and Privacy

Connect your own Meta app and credentials. Configured messaging operations use Meta’s servers; CRM records remain in your WordPress database. Credentials are encrypted at rest when supported. Optional Web Push uses browser-vendor push services, as described below.

External Services

This plugin connects to the official WhatsApp Business Platform / WhatsApp Cloud API provided by Meta Platforms, Inc. Using this plugin means data will be transmitted from your WordPress site to Meta’s servers as described below.

What It Is Used For

1-to-1 WhatsApp messaging – send and receive WhatsApp messages between your business number and your contacts from the WordPress Chat Window.
WhatsApp OTP login – send one-time passwords to users’ WhatsApp numbers for passwordless WordPress or WooCommerce login.
Template messaging – sync approved WhatsApp message templates from your Meta Business account and send them for notifications, authentication, broadcasts, and automation (Pro).
Broadcast campaigns – send bulk WhatsApp campaigns to selected contacts using approved templates (Pro).
Webhook event handling – receive inbound messages, delivery status updates, read receipts, and message events from the WhatsApp Cloud API.
WooCommerce notifications – send order and customer communication messages via WhatsApp (Pro).
COD verification workflows – use WhatsApp login or automated WhatsApp confirmation messages to help verify COD orders and reduce fake orders or failed deliveries (Pro).
Abandoned cart recovery – send WhatsApp reminders for abandoned WooCommerce carts (Pro).
Workflow-triggered messages – send WhatsApp messages based on user login, WooCommerce events, CRM events, deal changes, conversation events, or custom triggers (Pro).
Connection diagnostics – verify your API credentials and send test template messages to confirm that your WhatsApp Cloud API setup is working correctly.

What Data Is Sent and When

During setup – your App ID, App Secret, Business / Messaging Account ID, Phone Number ID, and Access Token are stored in your WordPress database and used server-side to authenticate API calls and verify incoming webhook signatures (X-Hub-Signature-256). These values are not printed into public pages or client-side JavaScript.
When sending or receiving WhatsApp messages – the recipient phone number, message content, template name, template parameters, media attachments, and delivery metadata are sent to or received from the WhatsApp Cloud API.
During WhatsApp OTP login – the user’s phone number and OTP message template data are sent to the WhatsApp Cloud API.
During template sync – your Business / Messaging Account ID and Phone Number ID are used to fetch and synchronise approved templates from your Meta account.
During webhook delivery – Meta sends inbound messages, delivery receipts, read events, and status payloads to your WordPress webhook endpoint. These are validated server-side using your App Secret before being stored.

Service Provider

WhatsApp Business Platform / WhatsApp Cloud API by Meta Platforms, Inc.

You are responsible for ensuring that your use of this plugin and the WhatsApp Cloud API complies with applicable laws, your privacy policy, Meta’s platform rules, and WhatsApp Business policies.

Optional Browser Push Services

Web Push is off until a signed-in inbox user explicitly enables this browser and grants browser permission. The plugin then sends encrypted notification payloads directly to the browser vendor’s push service: Google Firebase Cloud Messaging, Microsoft Windows Push Notification Services (Edge), Mozilla Autopush, or Apple Web Push. No separate paid push account is required.

The service receives a browser subscription endpoint, encrypted payload, expiry and delivery metadata, and the site’s public VAPID identity. Subscription endpoints and encryption secrets are encrypted in your WordPress database. Previews are off by default. When enabled, a notification can contain the contact name, shared unread count, and a short incoming-message preview. Otherwise it contains the plugin name and unread count. Your browser and operating system may display and retain notifications on lock screens.

Logging out revokes that WordPress session’s notification enrollment; other sessions remain independent. Push already accepted by a vendor cannot be recalled. Notifications do not grant access to WordPress: opening one requires normal login, tenant, and chat permissions. Browser/OS restrictions and server cron can delay or prevent display; push-service acceptance is not proof of delivery or reading.

Features

Dashboard

Connection Health, Messaging Health, and Calling Health status cards.
Live status indicators for WhatsApp Cloud API credentials and webhook configuration.
Setup help links and support badge for guided onboarding.
CRM, SLA, lifecycle, tag, deal, automation, broadcast, and abandoned cart reporting (Pro).
Secure selected-range CSV exports with permission checks (Pro).

Deals – Sales Pipelines and Deal Tracking

Create pipelines with custom stages, colours, ordering, and required stage reasons.
Manage deals with owners, priorities, values, expected close dates, and line items.
Track stage-transition history and review deal activity in the contact timeline.
Duplicate, archive, or delete deals using guarded confirmation flows.
Use stable pipeline, deal, lifecycle, and line-item wrappers for integrations.

Chat Window – WhatsApp Inbox

A shared WhatsApp inbox for sales, support, and customer communication.

Browse, filter, and reply to WhatsApp conversations from WordPress.
Manage multiple tickets per contact with subject, category, persistent issue descriptions, status, priority, followers, and shared handoff notes.
Keep private notes visible only to their author while they retain record access. The latest own note is prefilled without duplicating unchanged text.
Combine multi-select assignment, status, and priority filters, including Following and Overdue. Selected criteria match the same accessible ticket.
Filter the chat list by latest-message source with Broadcast, Workflow, System, and Integration icons, plus an Unread-only control. Source icons start enabled; green shows that source and gray hides it. Chats with unread incoming messages remain eligible regardless of source selection, subject to access and ticket filters.
Save a ticket without sending a message. Save & Send requires message content, an open reply window, and the required permissions, with a disabled-button tooltip explaining unmet requirements.
Open a ticket from its number in chat activity history and see a compact header count excluding closed and unassigned tickets.
Assign tickets to users, teams, or queues with manual or automated routing.
Use saved inbox views: All, Mine, Team Queue, Unassigned, Overdue, and Recently Resolved.
Track SLA targets for first response and resolution.
Store message history with timestamps, delivery status, reply context, reactions, and secure media access.
Display server-side redacted previews for protected workflow template parameters sent with Pro 1.2.0. Hidden values stay hidden for all Chat Window users, including administrators.

Contacts – CRM Contact Management

Store phone number, country, name, custom fields, subscription status, and unsubscribe reasons.
Track lifecycle stages such as new lead, active prospect, customer, or closed customer.
Create follow-up tasks, assign owners, and use saved contact views.
Detect and merge duplicate contacts with guarded confirmation flows.
Review contact profiles and CRM activity timelines from Contacts or Chat Window.
Use stable contact upsert wrappers for safe integrations.

Groups

Create groups such as Leads, Members, VIP Customers, COD Customers, or Repeat Buyers.
Assign contacts manually or in bulk.
Use groups for broadcast targeting and workflow logic.
Verified-group protections help prevent accidental modification of important groups.

Templates (Pro)

Create and manage templates directly from WordPress, and sync with Meta.
Browse templates by category such as marketing, utility, and authentication.
Use image headers, CTA buttons, quick replies, coupon codes, and dynamic placeholders.
Send individual template messages from Chat Window or Contacts.
Use templates in broadcasts, workflows, WooCommerce notifications, and abandoned cart recovery.

Send Broadcasts (Pro)

Build campaigns for selected groups or Dynamic Segments.
Use CTA buttons and approved template content.
Personalise messages with placeholders and target subscribed contacts.
Schedule campaigns or send immediately, then track delivery and read status.

Abandoned Carts (Pro)

Recover WooCommerce carts with WhatsApp reminders.

Track stale WooCommerce carts in a dedicated Abandoned Carts screen.
Review cart value, time abandoned, recovery status, and customer context.
Send WhatsApp recovery messages through workflows.
Configure stale-cart thresholds, retention periods, and cleanup schedules.

COD Order Verification

NXT Cloud Chat can help WooCommerce stores verify COD customers and reduce avoidable returns.

Use WhatsApp OTP login so customers verify their WhatsApp number before account access or checkout flows.
Sync verified WordPress users into CRM Contacts.
Use the Pro Contact is Verified workflow condition to check the current authentication state directly.
Branch by Cash on Delivery or Non-COD Payment and update the order to a registered WooCommerce status.
Add follow-up tasks for unconfirmed or high-risk COD orders.
Help reduce fake orders, unreachable customers, failed delivery attempts, and return-to-origin losses.

Segments (Pro)

Create tenant-scoped Dynamic Segments with a live rule builder.
Segment by subscription status, tags, groups, lifecycle stages, ownership, conversation state, tasks, and dates.
Add WooCommerce filters such as order value, order count, products, categories, coupons, refunds, statuses, and abandoned carts.
Preview audience size before sending.

Workflows (Pro)

Automate WhatsApp messaging and CRM actions without coding.

Trigger workflows from incoming messages, user logins, WooCommerce orders, abandoned carts, conversation changes, deal changes, contact lifecycle changes, tasks, or compatible plugin events.
Add conditions for tags, groups, lifecycle stages, ownership, segments, tasks, conversation state, SLA status, deal stage, order value, and cart context.
Send approved WhatsApp template messages.
Update contacts, tags, assignments, lifecycle stages, follow-up tasks, deals, line items, conversations, priorities, notes, and escalations.

Workflow Runs (Pro)

Monitor every automation execution.

View workflow logs with trigger event, contact, status, and timestamps.
Drill into individual runs to see step-by-step execution.
Track execution separately from message acceptance, delivery, read receipts, and failures.
Filter runs by tenant, workflow, execution, delivery, and creation date, including custom date ranges.
Review execution errors, message failure reasons, scheduled delays, and paginated run history.

History

Keep a complete record of WhatsApp messages.

Review inbound and outbound messages.
Filter by contact, direction, date range, or status.
View delivery status, read receipts, timestamps, template names, and contact details.
Use history for reporting, debugging, compliance review, and customer context.

Authentication – WhatsApp OTP Login

Offer passwordless login using WhatsApp OTP.

Shortcode: [nxtcc_login_whatsapp]
Users choose their country, enter their phone number, receive an OTP via WhatsApp, and verify.
Verified users are linked to their WhatsApp number for future login.
Optional WhatsApp login buttons for the WordPress login page and WooCommerce My Account page.
Optional force-migration page for moving existing users to WhatsApp login.
Verified WordPress users can be synced into CRM Contacts.
Admin controls for OTP length, cooldown, countries, button text, colours, corner style, and branding.

Settings – WhatsApp Cloud API Configuration

Configure WhatsApp Cloud API securely from WordPress.

Save App ID, App Secret, Access Token, Phone Number ID, Business / Messaging Account ID, and display phone number.
Run connection diagnostics and test template sends.
Generate Verify Token and copy Callback URL for Meta webhook setup.
Verify webhook signatures with App Secret-based X-Hub-Signature-256 validation.
Manage cleanup, retention, uninstall data removal, Team Access permissions, and record scopes.

Team Access and Permissions

Give users the right level of access for their role.

Create tenant Access Teams for WordPress users.
Set view-only or manage permission per module.
Control access for Dashboard, Deals, Chat Window, Contacts, Groups, Tags, Templates, Broadcasts, Abandoned Carts, Segments, Workflows, History, Authentication, and Settings.
Set record scopes such as assigned records, team queue, or all records.
Apply CRM access-policy enforcement across inbox, contacts, imports, exports, media downloads, and forwarding.

User-Friendly and Developer-Friendly

NXT Cloud Chat is designed for everyday WordPress users, business teams, agencies, and developers.

For users and teams:

Clean WordPress admin screens.
Guided setup links and support badge.
Contact, group, tag, deal, inbox, CRM, sales pipeline, and OTP login tools in one place.
Team access controls without custom coding.
Useful for support, sales, ecommerce, COD order verification, and customer follow-up.

For developers and agencies:

Free plugin and Pro add-on are separate and extensible.
Database schema, DAO helpers, filters, actions, runtime discovery, and stable wrappers for compatible integrations.
Shared integration contracts for compatible extensions.

NXT Cloud Chat – CRM, Inbox & OTP Login

About this plugin