Picky Assist Help Desk
Main WebsiteBlogFacebook Community
Picky Assist Help Desk
Picky Assist Help Desk
  • Welcome To Picky Assist 🙏
  • Setting Up Guide
    • Sending First Message
    • Connecting Channels
      • WhatsApp Web Automation to Official API Migration Guide 2024
      • Connecting WhatsApp Web Automation
      • Connecting Facebook Messenger
        • Introduction
        • Getting Start
        • Guidelines & Compliances
        • Messenger Link
      • Connecting WhatsApp Official
        • Introduction
        • Dashboard
        • Profile
        • Templates
      • Connecting WhatsApp Cloud API
      • WhatsApp Official Managed Service
      • Connecting Instagram
      • Phone Bridge (Call Blaze)
      • Connecting SMTP
      • Connecting Amazon SES
      • Connecting Sendgrid
      • Connecting Additional WhatsApp Numbers
      • Porting WhatsApp Number to Picky Assist
      • WhatsApp Official Message Delivery Issues & Solutions
    • Working With Prebuilt CRM Modules
      • Introduction
      • Onboarding
      • Modules
        • Leads
        • Deals
        • Meetings
        • Company
        • Support Cases
        • System Modules
          • Contacts
          • Notes
          • Task
          • Call Logs
          • Tags
          • Activity Logs
      • Automations
        • Workflows
        • Chatbots
        • Funnels
        • Connectors
        • Scheduler
        • Other Prebuilt Features
      • Reports and Dashboard
      • Mandatory Preconditions for Using Prebuilt
      • Testing Prebuilt
    • Managing Organization
    • Setting Up Teambox
      • Introduction
      • Routing Rules
      • Teambox
      • Inbox View
      • Organization Hierarchy
      • Analytics
    • Setting Up Smart Replies
      • Introduction
      • Train Module
        • Training Bot Introduction
        • Topics / Categories
        • Intent & Context
        • Question Variations
        • Uploading Bulk Questions
        • Reply with Media Files
        • Personalising Replies
        • Smart Actions
        • Direct URL
        • Fall Back Response
        • Small Talks
        • Testing the Bot
        • Publishing Bot
      • ChatGPT Integration
      • Learn Module
      • Stats Module
      • Deep Linking
      • Settings
    • Smart Reply V2
      • Introduction
      • ChatGPT Integration
      • Train Module
        • Training Bot Introduction
        • Topics / Categories
        • Intent & Context
        • Question Variation
        • Uploading Bulk Questions
        • Reply with Media Files
        • Personalizing Replies
        • Smart Actions
        • Direct URL
        • Fall Back Response
        • Small Talks
        • Publishing Bot
      • Learn Module
      • Stats Module
      • Deep Linking
      • Settings
    • Setting Up Broadcaster
      • Introduction
      • Creating a Campagin
      • Sending Message to WhatsApp Groups
      • Reports
      • Broadcaster V2
        • Introduction
        • Creating Campaign
        • Reports
    • Setting Up Sequence
      • Introduction
      • Creating New Sequence
      • Sequence Stats
      • Subscribe & Unsubscribe
      • Disabling Sequence Message
    • Setting Up Reminder
    • Setting Up Mobile App
    • Setting Up Connector
      • Introduction
      • Getting Started
      • Steps
        • Introduction
        • Filters
        • Delay
        • Iterator
        • Stats
      • Actions
      • Formatter
        • Date & Time
        • Counter
        • Math Calculation
        • Data Parser
        • Convert File
        • Line Items
      • Building Mini App
      • Email Parser
      • Data Storage
      • Simulate Test
      • Connector Logs
    • Email Builder
    • Setting Up Flow Builder
      • Fundamentals (Must Read)
      • Basic Terminology (Must Read)
      • Guide to Building an Effective Chatbot (Must Read)
      • Create, Manage, Test & Publish Flows
      • Triggering a Chatbot Flow
      • Steps
        • Introduction (Must Read)
        • Send Message
        • Ask A Question
        • Filter
        • Save Data
        • Actions
        • Check WhatsApp Session
        • Delay
        • Smart Delay
        • Formatter
        • Splitter
        • Data Lookup
        • Trigger HTTP API
        • Webhook
        • Apps
        • Match Keywords
        • Route to Chatbot
        • End
      • Saving Data into CRM
      • Analytics
      • Integrations
      • Flow Builder logs and conversational logs
      • Chatbot Best Practices, Ideas & FAQ
    • Setting up Modular CRM
      • Fundamentals (Must Read)
      • Guide to Building and Implementing a Modular CRM (Must Read)
      • Create & Manage Data Modules
      • CRM Macro Buttons
      • Adding Records into CRM
      • Data View & Manage Records
      • Task
      • Workflows
      • Funnels
      • Data Import
      • Integrations
    • Setting Up Scheduler
    • Media Gallery
    • Quick Replies
    • Opt-out Settings
    • Blacklist
    • Global Variables
    • Setting Up Ad-On's
      • Setting Up WhatsMail
      • Setting Up Zendesk
      • Setting Up Zapier
      • Setting Up Zoho CRM
        • Getting Started
        • Working with Extension
        • Integrating with Zoho Workflow
        • Lead Assignment Rules
        • Integrating into Custom Modules
        • Connecting Multiple WhatsApp Numbers into Zoho CRM
        • Integrating WhatsApp with Zoho CRM Mobile App
        • Keyboard Shortcuts
      • Setting Up Facebook Lead Adform
      • Facebook Lead Ad form V2
      • Setting Up WhatsApp Web
      • Setting Up Pabbly Connect
      • Setting Up ChatGPT App
    • Google Chrome Extensions
      • Extension for Sending WhatsApp Messages from any Webpage
      • Chrome Extension V2
      • Extension for Zoho CRM & Teambox
    • Managing Profile
      • Two Factor Aunthentication
      • Login History
      • Delete Account
    • Quick Rollout Guide
      • WhatsApp Official Account
    • Developers & Partners Guide for Deep Integration of Picky Assist
  • API Documentation V2
    • Introduction
    • Quick Start Guide 🏃
    • Global Webhook
      • How Webhook Works
      • Webhook Variables
      • Configuring Webhook URL
      • Webhook Request & Response
      • Getting the Conversation Context
      • Testing Your Webhook
    • Event Webhook
      • How Event Webhook Works
      • Event Webhook Variables
      • Configuring Event Webhook URL
      • Event Webhook Sample Request & Response
    • Push API
      • Introduction
      • API Variables
      • Sending Single Message - Push
      • Sending Dynamic Messages – Push
      • Sending Media Attachments – Push
      • Sending Interactive List & Buttons
      • Sending Stickers
      • Sending Bulk Messages - Push
      • Sending Contacts
      • Sending Location
      • Sending WhatsApp Template Messages
        • Introduction
        • Sending WhatsApp Template Text Messages
        • Sending WhatsApp Template Image
        • Sending WhatsApp Template Document
        • Sending WhatsApp Interactive Buttons
        • Sending WhatsApp Limited Time Offer Templates
      • Sending Message to Groups
      • Sending SMS Using SIM Card
      • Sending Message to Facebook Messenger
      • Normal Post Method
      • Delivery Reports
      • Push API Must Read Instructions
      • Testing API Requests
    • WhatsApp Template API
      • Introduction
      • API Variables
      • Template Request API
      • Template Status API
      • Languages
      • Guidelines
    • WhatsApp Group API
      • Introduction
      • API Variables
      • Create Group
      • Set Group Permission
      • Add Group Admin
      • Add Group Members
      • Fetch Group Details
      • Update Group Info
      • Remove Group Members / Admin
      • Generate New Invite Link
      • Group Delete Actions
    • WhatsApp Settings API's
      • WhatsApp Profile API
      • 2 Step Verification
      • WhatsApp Status Update
      • WhatsApp Contact & Group Fetching
    • Device Manage API’s
      • Fetching Device Status API
      • Device Commands API’s
      • WhatsApp Automation Server Status API
    • Account API
      • Fetch Balance
    • Project Management API
      • Introduction
      • Create Project
      • Get Project Details
      • Set / Update Webhook
      • Create API Token
      • Manage API Token
      • Change Billing Plan
      • Fetch Account Balance
      • Country Code & Timezones
    • References
      • Status & Error Codes
      • Most Frequent Issues & Solutions
      • Formating & Sending Emojis 😊
      • Postman Collection for Picky Assist API's
      • High Volume Messaging Bots - WhatsApp
    • Sample Codes
      • PHP
      • Python
      • Node JS
      • Ruby
      • Java
      • ASP.NET Using C#
      • Javascript
      • Go
      • Swift
      • C
      • C#
      • Objective C
  • General Guidelines
    • Billing
    • Adding Money Into Account
    • Rate Limits
    • Character Limits WhatsApp
    • Best Practices for Media Handling
    • Roadmap
    • Features In the Early Beta Version
  • Changelog
    • 2021
      • February 2021
      • March 2021
      • April 2021
      • May 2021
      • June 2021
    • 2020
      • February 2020
      • March 2020
      • April 2020
      • May 2020
      • June 2020
      • September 2020
      • October 2020
    • 2019
      • November 2019
      • October 2019
      • August 2019
      • September 2019
Powered by GitBook
On this page
  • In Beta
  • Modular CRM
  • Flow Builder
  • Smart Replies
  • Teambox
  • Inbuilt New Apps
  • Broadcaster
  • General Features
  • 2024 Quarter Wise Roadmap

Was this helpful?

  1. General Guidelines

Roadmap

See what all features we are building for you that are coming on the way

PreviousBest Practices for Media HandlingNextFeatures In the Early Beta Version

Last updated 9 months ago

Was this helpful?

In Beta

Below are the features that are currently in beta

Feature
Info
Beta Release Date

Flow Builder

No Code Chatbot and Workflow Builder

25,June 2023

Modular CRM

The 100% Moudular with Conversational Features

25,June 2023

Smart Replies V2

Smart Replies V2 with ChatGPT Integration & Interactive Buttons

25,June 2023

Mobile App

Andriod Mobile App of Picky Assist

20,June 2023

Google Chrome Extension V2

The all-new Google Chrome extension that can integrate with any webpage including Teambox Conversations, Contacts, Notes etc

28, Sept 2023

ChatGPT

ChatGPT as an inbuilt app seamlessly integrates with Picky Assist products

20, Sept 2023

Broadcaster V2

The all-new broadcaster with Auto Followup, Link Tracking, Dynamic Campaigns, Click Tracking and much more

05, Oct 2023

Modular CRM

Below are the features that are planned in the Modular CRM

Feature
Info
Status

360 Degree View of Records with Builder

View all the associated records and action in a single view

In Beta

Report Builder

Report building and dashboard builder for any modules to pull information from multiple modules into a single dashboard

In Progress

Invoicing & Line Items

Ability to create invoices or add line items into a module

Planned

Formula

Formula in module builder to calculate any data fields and show prefill

Planned

Dynamic Field Validations

Validate fields based on the data input and show/hide make mandatory or not based on the value in the data fields

Planned

Calendar View

New View to show records in a calender

Planned

Task & Reminder Module

Inbuilt Task & Reminder module

In Beta

Print Layouts

Create different layouts for printing data from modules

Planned

Integration into Mobile App

CRM integration into the mobile app

Planned

Meeting Module

Inbuilt Meeting module to sycn all your calender

Planned

Mini App (Macro Button)

Mini App button for each modules

In Beta

Flow Builder

Below are the features that are planned in the Flow Builder

Feature
Info
Status

Web Channel Integration

Integrate chatbots into any webpage

Planned

Facebook Channel

Build and publish a bot for Facebook Channel

Planned

Instagram Channel

Build and publish a bot for Instagram Channel

Planned

Omni Channel

Build once and publish in all channels with the Autotransformation feature with Omni Channel

Planned

Mass Actions from Reports

Take quick actions from the analytics and reports section like Send Email, Send WhatsApp Message or Assign chat etc

Planned

Centralise Execution Logs

Flow executions log in a centralized dashboard to find errors and logs from flows easily

In Beta

Templates

Prebuilt Templates store for quick integration

Planned

Generative AI

Generate a Flow with a prompt like "Create a chatbot for sales funneling that collected name, email, company name, mobile number, and requirements" Based on the prompt system will automatically generate a chatbot flow

Planned

Smart Replies

Below are the works that are planned in the Smart Replies

Feature
Info
Status

Condition Wise Messaging

Send smart replies only if the contacts meet certain conditions like tag is help, VIP etc

Planned

Auto learn from Webpages

Auto learn from any given webpages

Planned

Seamelss Integration of ChatGPT

Seamless Integration of ChatGPT into Smart Replies with a one-time learning process

Beta Released

Auto Scheduling

Turn on and off Smart Replies based on scheduled like holidays, businesses hours etc

Planned

Teambox

Below are the features that are planned in the Teambox

Feature
Info
Status

Email Channel

2 Way email integration as a channel into Teambox

Planned

Group & Tag Conversations

Group and tag conversations to easily track them later

Planned

Chat PDF Export

Export Chat as PDF and share via email

Planned

Star Messages

Star messages to quickly refer and reply

Planned

Kick out Users

Kick out users from a conversation

In Beta

ChatGPT Integration

Chatgpt Integration for suggestions, make corrections, draft replies etc

Planned

Multi Inbox Creation

Create many inboxes to filter and segregate conversation easily

In Beta

Internal Chats

Chats with internal team

Planned

Mentions

Mentioning Internal team members in the chat, CRM records

Planned

Inbuilt New Apps

Feature
Info
Status

Google Chrome Extension V2

The all-new Google Chrome extension that can integrate with any webpage including Teambox Conversations, Contacts, Notes etc

Beta Released

SIP

Connect any SIP account to make and receive calls from the Picky Assist platform

Planned

ChatGPT

ChatGPT as an inbuilt app seamlessly integrates with Picky Assist products

Beta Released

Google Sheets

Google Sheet as inbuilt App

Planned

Calendly

Calendly as Inbuilt App

Planned

Payment Gateway

Razorpay, Paypa & Stripe as inbuilt Payment Gateways

Planned

Zoom

Zoom as an inbuilt App

Planned

Calenders

Google, Microsoft & Apple as inbuilt app

Planned

Zapier (Update)

Update Zapier app to support new Modular CRM & Chatbot Flow Builder

Planned

Zoho CRM (Update)

Update Zoho CRM app to support new Modular CRM & Chatbot Flow Builder

Planned

Facebook Form (Update)

UI Changes with more features to work seamlessly with Modular CRM & Flow Builder

Planned

Broadcaster

Below are the features that are planned in the Broadcaster

Feature
Info
Status

Broadcaster V2

The all-new broadcaster with Auto Followup, Link Tracking, Dynamic Campaigns, Click Tracking and much more

Beta Released

Email Channel

Email will be available as channel to send mass personalised email campaigns

On Hold

General Features

Feature
Info
Status

Indian Payment Gateway Integrations

Seamless integration for Indian customers with Indian Payment Gateway to buy and activate services instantly without contacting the Sales Team

In Beta

Notification Centre

A new notification center to see and manage notifications from any apps inside Picky Assist

Planned

2024 Quarter Wise Roadmap

1st Quarter 2024 (Completed)

  1. Picky Assist 3.0 Launch

  2. Broadcaster V2

  3. Smart Replies V2

  4. Facebook Adon V2

  5. 20+ New Features

2nd Quarter (Running Late)

  1. Integration of WhatsApp Commerce

  2. Integration of WhatsApp Payments

  3. Carousel Support in WhatsApp Templates

  4. WhatsApp Native Flow Integration

3rd Quarter

  1. Omni Channel Flow Integration for Facebook, Instagram

  2. New Web Channel Integration (Website Widget)

  3. Appointment Booking Module

4th Quarter

  1. 2 Way Email Sync into Teambox

  2. Invoicing & Proposal Builder

  3. Mass Email Integration into Broadcaster

  4. Native Android & Ios Mobile App for CRM

https://pickyassist.com/alpha