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Platform Overview

What Is Whoxa CRM?

Whoxa CRM is a multi-tenant SaaS platform that enables businesses to manage customer communication through WhatsApp Business API. It combines a real-time chat inbox, automation flow builder, template management, contact management, analytics, and agent collaboration — all in a single dashboard.

Architecture

The platform has three layers: Meta / WhatsApp (Cloud API, Webhooks, OAuth) → Whoxa Backend API (Node.js, REST, Socket.IO, PostgreSQL, Redis, Stripe/Razorpay) → Three React frontends (Business Web App, Agent Web App, Super Admin Panel).

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Key Architectural Principles

PrincipleImplementation
Multi-tenancyEach business user owns isolated data (WABA, conversations, agents, templates)
Real-timeSocket.IO for live message delivery and agent presence
Subscription-gatedFeature limits enforced per plan at middleware level
API-firstAll UI operations go through versioned REST API
Webhook-drivenMeta pushes all inbound events; platform processes and routes them

Main Modules

ModuleDescription
Chat InboxUnified inbox for all WhatsApp conversations with real-time updates
WABA ConnectionConnect WhatsApp Business Account via Embedded Signup or manual setup
Automation Flow BuilderVisual node-based chatbot/flow builder with triggers, conditions, and actions
Template ManagementCreate, submit, and manage WhatsApp message templates
Agent ManagementInvite agents, assign conversations, track activity
Contact ManagementStore, tag, and segment customer contacts
Meta CatalogSync and manage product catalogs for WhatsApp commerce
AnalyticsConversation stats, agent performance, template metrics
Subscription & BillingPlan management with Stripe and Razorpay payment gateways
API AccessDeveloper API keys for external integrations
Webhook IntegrationOutbound webhooks for e-commerce and third-party systems
AI ConfigConfigure AI model integrations for automated replies
Chat WidgetEmbeddable web chat widget for websites
Default MessagesConfigure welcome, out-of-hours, and delayed reply messages

User Roles

RoleAccess LevelDescription
Super AdminPlatform-wideManages all tenants, plans, payment gateways, AI models, languages
BusinessTenant ownerFull access to their own account — WABA, agents, templates, billing
AgentLimited tenantChat inbox, assigned conversations, contact view — no admin settings

Technology Stack

LayerTechnology
FrontendReact 18, TypeScript, Vite, React Query, Zustand/Context
BackendNode.js, Express.js, Sequelize ORM
DatabasePostgreSQL
Real-timeSocket.IO + Redis (presence tracking)
PaymentsStripe, Razorpay
WhatsAppMeta Cloud API (WhatsApp Business Platform)
AuthenticationJWT (access token + refresh token)
File StorageLocal/cloud media uploads