My Profile Management
Manage your staff persona & identity (Synchronized to Kotler User DB)
Branding & Industry
Entity Role Mapping
Security Roles
Edit Role
Configure permissions for your functional roles
WhatsApp Business API
Route customer chats directly into your Kotler CRM pipeline.
Connected Facebook Pages
Email Inquiry Inbox & Google Workspace API
Connect Google Workspace via official Gmail REST API or IMAP. Ingest emails into CRM with zero duplication and bi-directional thread syncing.
Connected Gmail Folders & Grouping Labels
Contact Security & PII Masking
Control phone number and email address visibility across Live Chat and Inquiry Desks.
Mask Sensitive Contact Details (Phone Numbers & Emails)
When enabled, phone numbers (+9477****567) and email addresses (c***r@gmail.com) are masked by default across all chat lists and profiles. Staff must click "Watch Contact Details" to reveal them, which triggers an audit log and security alert.
Alert Groups & Manager Security Notifications
Configured manager email groups receive instant alerts whenever staff members watch or reveal masked contact details.
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Meta App Settings
Webhook Callback
Incoming customer messages on your connected WhatsApp number are received via webhook in real-time.
Master System Prompt
Communication Line & Channel AI Profiles
Configure distinct tones, handling purposes, avatars, and custom prompt rules per line
Meta AI Agent Knowledge Base
Provide PDFs, FAQs, websites, and documents to train your WhatsApp Meta Business Agent. Bind knowledge items to specific Entity Types (e.g. Courses, Intakes) and Entities (e.g. Web Development Course) for targeted AI responses.
Total Knowledge Items
0
Bound Entity Types
0
FAQs & Q&A Pairs
0
Files & Web Links
0
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Add Knowledge Item
Provide content & bind to specific Entity Types and Entities
Test Meta AI Agent Sandbox
Simulate incoming WhatsApp customer messages in real-time
Meta AI Agent Ready
Type a test question below (e.g., "What is the fee and syllabus for Web Development course?"). The AI will query your bound Knowledge Items to answer!
Integration & External API Logs
Real-time audit log of external API responses (Malkey, Meta Webhooks, AI Services) and system workflows.
| Timestamp | Category | Action / Endpoint | Ref ID | Status | Message | Details |
|---|---|---|---|---|---|---|
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Contact Reveal Security Audit Trail
Permanent compliance record tracking every instance where a system user unmasked customer contact information.
| Timestamp | Staff User | Customer Name | Channel | Revealed Contact | Target Ref ID | Manager Alert |
|---|---|---|---|---|---|---|
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Business Intent Classification & Backoffice Sync
Kotler centralizes communications across all channels (WhatsApp, Gmail, Web forms, Messenger). Define your business intents below to automatically categorize incoming customer inquiries and push qualified leads directly to your backoffice systems (e.g. Malkey Car Rental Backoffice, PDU LMS, or custom ERP).
Backoffice Webhook Connection
Configure your primary backoffice endpoint, authentication, and HTTP dispatch method.
Auto-Push to Backoffice on Ingestion
When enabled, newly ingested inquiries matching an auto-push intent are immediately dispatched to your backoffice without waiting for manual human click.
Intent Catalog & Workflow Routing
Configure the intent rules that Kotler uses to classify customer inquiries across channels.
| Intent Code & Name | Description & Keywords | Pushing API Target (Webhook/Endpoint) | Auto-Push | Actions | |
|---|---|---|---|---|---|
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Backoffice Bi-Directional Synchronization API (Closing the Loop)
Inbound EndpointWhen your backoffice (Malkey reservation system, PDU LMS, etc.) assigns a ticket ID or confirms a booking, call this Kotler endpoint to update the inquiry status and record the external reference:
POST /api/tenant/inquiries/{inq_id_or_external_ref}/backoffice-ack
Content-Type: application/json
{
"external_ref": "MAL-RES-1566A9F6",
"status": "confirmed",
"notes": "Booking confirmed. Vehicle assigned: Suzuki Alto (WP CA-1234)"
}
Define Business Intent
Classify customer inquiries and route to backoffice
Design Schema: Entity
Field Inventory
Add New Field
Configure Phone Number
+9477XXXXXXX
Add / Link WhatsApp Number
Connect a phone number to a Facebook Page asset
Remove WhatsApp Number
Select what action you want to perform on Meta and Kotler CRM:
Select Meta & WhatsApp Assets
Choose Facebook Page and WhatsApp Account to link with this tenant