Features
What CartAutomate does, screen by screen
A multi-tenant WhatsApp-commerce platform. A merchant connects a Shopify or WooCommerce store (or runs a service workspace), links a WhatsApp Business number, and runs customer messaging, orders, marketing and support from one dashboard.
15 areas and 70 dashboard screens: dashboard overview, conversations, orders, cod and cancellations, products and whatsapp catalogue, customers and contacts, automations, ai chatbot, broadcasts and templates, whatsapp flows, lead capture and forms, instagram, meta ads, google ads, analytics, reports and link tracking, account, settings and integrations. Every screen below can be opened in the live demo. Plain-text versions for AI assistants: llms.txt, llms-full.txt.
Who it is for
- Online stores selling through WhatsApp and Instagram that want order updates, cart recovery, COD confirmation and an AI assistant handling routine chats
- Service businesses that capture leads, book appointments and follow up over WhatsApp
- Teams that need a shared inbox with human hand-off, agent availability and satisfaction (CSAT) tracking
- Marketers who run Click-to-WhatsApp ads and want spend, orders and revenue in one place
Channels and integrations
- WhatsApp, through Meta's official WhatsApp Business (Cloud) API
- Instagram direct messages and comments, through Meta's Instagram API
- Shopify (embedded app) and WooCommerce (WordPress plugin): orders, products, customers, order automations, chat ordering
- Magento: order automations, catalogue chatbot and cash-on-delivery chat orders
- Amazon (seller reporting): orders and inventory reporting, compared against your own store
- Meta Ads: connect an ad account, then create, edit, pause and analyse campaigns, ad sets and ads, with rules, audiences, tags, creative insights, alerts and reports
- Google Ads and GA4: read-only reporting and a scored 'intelligence audit'
Store
Dashboard overview
The store's day at a glance, on one editable page.
1 screen: Overview
Orders, COD and cancellations
Live orders from the store, with WhatsApp confirmation status on every one.
3 screens: Orders, COD confirmations, Cancellations
Products and WhatsApp catalogue
The store's products, and the same products browsable inside WhatsApp.
2 screens: Products, WhatsApp catalogue
Engage
Conversations
One inbox for WhatsApp and Instagram, with the AI in front and people behind it.
3 screens: Conversations, Support tickets, Calls
Customers and contacts
Who your customers are, whether you may message them, and how to group them.
5 screens: Customers, All contacts, Tags, Segments, Import
Automate Instagram DMs and comments, and keep the conversations in the same inbox.
9 screens: Overview, Posts, Auto-DM, Flows, Contacts, Stats, Automation analytics, Starters, Meetings
Marketing
Broadcasts and templates
Send approved WhatsApp templates to an audience, and manage the templates themselves.
5 screens: Send broadcast, History, My templates, Create template, Media library
Lead capture and forms
Turn ad clicks and web visitors into WhatsApp conversations.
4 screens: Lead capture, Forms, Captured leads, Form analytics
Meta Ads
Run and analyse Facebook and Instagram ads next to the orders they bring in.
9 screens: Business overview, Campaigns, Launcher, Automations, Creatives, Alerts, Reports, History, Tags
Google Ads
Read-only Google Ads and GA4 reporting, with a scored audit.
3 screens: Overview, Intelligence audit, Connections
Automate
Automations
Messages that send themselves at the right moment in an order's life.
3 screens: Rules, Activity, Scheduled
AI chatbot
An assistant trained on the store's own catalogue, policies and answers.
4 screens: Bot setup, Main menu, Knowledge base, Chat logs
WhatsApp Flows
Native in-chat forms — lead capture, feedback, surveys, booking.
1 screen: WA Flows
Grow
Account
Trust and data handling
- Every merchant's data is isolated by account; a merchant only ever sees their own records
- WhatsApp, Instagram and store credentials and message contents are encrypted at rest
- Inbound webhooks are signature-verified before anything is processed
- Customer payments (payment links for chat orders) go through the merchant's OWN gateway — Razorpay, Stripe, Cashfree, PayU or Xendit — so the money goes to the merchant. The platform's own billing (plan and message wallet) is separate.
70 screens documented. Details on pricing are on the home page.