Platform · Cosmos Connect

Fig. 07.1

Shared team inbox

Every message, in one place, with the right person. Assign conversations to the right agent, send and receive photos, videos, documents and voice notes, react to messages, and take over from the bot when a customer asks for a person. Search past chats. All while the customer keeps chatting from the same WhatsApp number they always did.

Role-based access Media & voice notes Bot takeover Full search

Cosmos Connect shared team inbox — conversation list on left, active WhatsApp chat on the right with Intervene button

Fig. 07.2

Booking engine

Reservations, appointments, pre-orders — right inside chat. Four ready-to-use presets: restaurant tables, OPD appointments, salon services, weekend pop-ups. Each one comes with sensible defaults for hours, capacity, cutoff windows and reminders. Change what doesn't fit, or start blank.

4 industry presets Waitlist Auto-reminders Emergency close

Cosmos Connect booking engine — Sunday-only pre-order config with day chips, capacity counter and time slots

Fig. 07.3

Automated replies

Say "hours" — get hours. Say anything else — the AI (optionally, on Pro) helps. Keyword-triggered rules answer the ninety per cent of questions that repeat every day. When something new comes in, AI Assist can answer from your own business knowledge, or hand off to a human.

Rules-first Exact + contains match AI fallback (Pro) On/off switch

Cosmos Connect bot builder — keyword-triggered reply rules with tags, contains match, and formatted responses

Fig. 07.4

Broadcasts & templates

Send one message to five hundred customers. Track every one. Design message templates (Meta approves them), then send them to targeted customer segments. See delivery, opens, and replies per broadcast. Great for offers, event reminders, festive greetings, and re-engagement.

Template designer Segment targeting Delivery + read tracking Reply analytics

Cosmos Connect broadcast composer — template picker, message preview, and recipient checklist

Fig. 07.5

Bot flows

Multi-step conversations, no code required. Build a step-by-step journey: greet, ask for order type, capture quantity, confirm delivery address, save as a lead. Everything happens inside chat, at the customer's pace. Ideal for lead capture, order taking, and feedback.

Visual builder Conditional branches Lead capture CSV export

Cosmos Connect flow builder — a multi-step lead-capture flow laid out as connected nodes: greeting, order type, quantity, address, save as lead

Fig. 07.5 · Flow builder · lead capture

01 · Trigger — message received

↓

02 · Ask — "What would you like to order?"

↓ branch on reply

03a · Capture qty

03b · Hand to human

↓

04 · Save as lead → CSV

Fig. 07.6

Analytics that matter

Message volume by day. Delivery and read rates by template. Peak reply hours. Requesting-human queue length. Top-performing broadcasts. Everything designed to answer one question: what should I send next, and when?

Daily volume charts Delivery rates Template performance CSV export

Cosmos Connect analytics — delivery rate, read rate, message activity chart, delivery funnel, and top templates

Fig. 07.7

Custom templates, submitted for you

Design a message template with variables, buttons and media, pick the language (English, Hindi, or 9 more Indian and international languages), preview how it lands on the customer's phone, and submit it for Meta approval — all from inside your dashboard. Track approval status live, and see rejection reasons in plain words with a one-click fix path.

11 languages Variables + buttons Live preview Meta submission

Cosmos Connect template designer — language picker, message body with variables and buttons, and a live WhatsApp preview of how the template lands on the customer's phone

Fig. 07.7 · Template designer · live preview

English हिंदी +9 more

WhatsApp preview

Hi {{1}}, your table for {{2}} is confirmed for {{3}}. See you soon!

View booking

Reschedule

● Approved by Meta

Fig. 07.8 · New on the platform

F09

WhatsApp FormsNew

Forms that open inside the chat — leads, live appointment booking, orders and NPS surveys. Standard & Pro.

Explore WhatsApp Forms →

F10

AI AssistNew

24×7 replies from your own business knowledge, plus reply suggestions, chat summary and mood. Pro.

Explore AI Assist →

F08

IntegrationsNew

Google Sheets live sync and WooCommerce on Standard & Pro; webhooks and Public API on Pro.

Explore Integrations →

F11

Agent phone appNew

The team inbox on Android & iPhone — QR install, push alerts, assign, notes, resolve. Every plan.

Explore Agent phone app →

One number. Everything your team needs.