XBASE

What changed

What's new at XBASE

What reached the product, with the date it went live. Each update links to the feature page.

Timeline

From newest to oldest

  1. XBASE no longer charges for WhatsApp messages

    Meta charges messages directly to the card registered on the WhatsApp account. In Billing, you follow delivered messages per number and the cost Meta calculated.

    See how it works
  2. New: team calendar with open slots

    Book meetings while seeing the team's open slots, with no two customers at the same time.

    See how it works
  3. New: more "/" shortcuts in the conversation

    Type "/" to use a saved reply, change the owner, add a tag or trigger an automation.

    See how it works
  4. New: proposals with monthly and yearly items

    Build proposals with one-off, monthly or yearly items and give a discount to whoever closes fast. The PDF carries your brand and goes out via WhatsApp or email.

    See how it works
  5. New: companies in the CRM

    Organize customers by company, with the people in each one.

    See how it works
  6. New: Instagram Direct in the inbox

    Direct text messages arrive in the same inbox as WhatsApp, and your team replies from there.

    See how it works
  7. New: WhatsApp message costs in view

    Follow, on the billing screen, the cost of billed official WhatsApp messages, by category.

    See how it works
  8. New: reusable buttons and lists

    Save messages with buttons and option lists and use them again in other conversations.

    See how it works
  9. New: roles with custom permissions

    Create roles with the permissions you want. People who answer can see only their own conversations.

    See how it works
  10. New: review of problem conversations

    In the agent evaluation, mark the conversations that had a problem as reviewed and separate what has been checked from what is still pending.

    See how it works
  11. New: WhatsApp forms

    Collect data inside WhatsApp itself, with the answers saved.

    See how it works
  12. New: PDF proposals

    Generate the proposal from a template, with your brand, and send it via WhatsApp or email without leaving the conversation.

    See how it works
  13. New: WhatsApp calls

    Call the customer from the conversation, when they allow calls.

    See how it works
  14. New: connect official WhatsApp through Meta

    Connect your business WhatsApp to Meta's official API, through Meta's own sign-up window.

    See how it works

From the first message to the sale

Every conversation with an owner and a stage in the pipeline, up to the proposal.

XBASE is a conversational CRM with AI. Official WhatsApp, Instagram Direct and email arrive in the same inbox, every conversation becomes a card in the pipeline, and our expert team sets up the automations and AI agents with you.

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  • Nothing to install
  • WhatsApp through Meta's official API
  • Setup with a specialist

Prefer to build it together? Talk to the expert team.

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