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NXT Cloud Chat – CRM, Inbox & OTP Login
NXT Cloud Chat – CRM, Inbox & OTP Login
WhatsApp Cloud API plugin for WordPress with CRM inbox, sales pipelines, team access, broadcasts, automation, abandoned cart recovery & OTP login.
5.0
(5 ratings)Will this break my store?
What the WordPress.org registry says about keeping NXT Cloud Chat – CRM, Inbox & OTP Login running.
Tested to 7.1.3
Tested against the WordPress branch in use today.10 days ago
At least 43.5 releases a year since launch. WordPress.org only lists versions still available for download, so the real number may be higher.8.2
Your host must be running at least this version.6.4
1
A single maintainer. Worth knowing if the plugin is load-bearing for your store.Maintenance & trust
Scored on how NXT Cloud Chat – CRM, Inbox & OTP Login is looked after — not on how many stores run it.
96
out of 100Maintenance
35 / 35WordPress compatibility
20 / 20Support responsiveness
Not enough dataMerchant satisfaction
12 / 15Listing transparency
10 / 10Ratings
5.0
5 ratingsNXT Cloud Chat connects WordPress directly to Meta’s official WhatsApp Cloud API. Manage conversations, CRM contacts, sales pipelines, team access, and OTP login from WordPress admin.
Built for stores, sales and support teams, membership sites, agencies, and developers that need a self-hosted WhatsApp CRM.
Free Plugin
- Shared inbox with explicit ticket creation, private notes, filters, followers, assignments, SLA indicators, and agent-view receipts.
- CRM contacts, groups, tags, lifecycle stages, follow-up tasks, ownership, duplicate detection, and activity history.
- Sales pipelines, configurable stages, deals, line items, values, and stage history.
- Access Teams with module permissions and record scopes.
- WhatsApp OTP login for WordPress and WooCommerce My Account.
- Message history, delivery status, webhooks, connection health, and secure media access.
- Optional browser Web Push alerts with shared unread counts and previews off by default.
- Stable PHP wrappers, hooks, and runtime capability discovery.
Pro Add-on
Pro adds approved templates, broadcasts, dynamic segments, WooCommerce notifications, abandoned cart recovery, visual workflows, logs, retries, analytics, and CSV exports.
Setup and Privacy
Connect your own Meta app and credentials. Configured messaging operations use Meta’s servers; CRM records remain in your WordPress database. Credentials are encrypted at rest when supported. Optional Web Push uses browser-vendor push services, as described below.
External Services
This plugin connects to the official WhatsApp Business Platform / WhatsApp Cloud API provided by Meta Platforms, Inc. Using this plugin means data will be transmitted from your WordPress site to Meta’s servers as described below.
What It Is Used For
- 1-to-1 WhatsApp messaging – send and receive WhatsApp messages between your business number and your contacts from the WordPress Chat Window.
- WhatsApp OTP login – send one-time passwords to users’ WhatsApp numbers for passwordless WordPress or WooCommerce login.
- Template messaging – sync approved WhatsApp message templates from your Meta Business account and send them for notifications, authentication, broadcasts, and automation (Pro).
- Broadcast campaigns – send bulk WhatsApp campaigns to selected contacts using approved templates (Pro).
- Webhook event handling – receive inbound messages, delivery status updates, read receipts, and message events from the WhatsApp Cloud API.
- WooCommerce notifications – send order and customer communication messages via WhatsApp (Pro).
- COD verification workflows – use WhatsApp login or automated WhatsApp confirmation messages to help verify COD orders and reduce fake orders or failed deliveries (Pro).
- Abandoned cart recovery – send WhatsApp reminders for abandoned WooCommerce carts (Pro).
- Workflow-triggered messages – send WhatsApp messages based on user login, WooCommerce events, CRM events, deal changes, conversation events, or custom triggers (Pro).
- Connection diagnostics – verify your API credentials and send test template messages to confirm that your WhatsApp Cloud API setup is working correctly.
What Data Is Sent and When
- During setup – your App ID, App Secret, Business / Messaging Account ID, Phone Number ID, and Access Token are stored in your WordPress database and used server-side to authenticate API calls and verify incoming webhook signatures (
X-Hub-Signature-256). These values are not printed into public pages or client-side JavaScript. - When sending or receiving WhatsApp messages – the recipient phone number, message content, template name, template parameters, media attachments, and delivery metadata are sent to or received from the WhatsApp Cloud API.
- During WhatsApp OTP login – the user’s phone number and OTP message template data are sent to the WhatsApp Cloud API.
- During template sync – your Business / Messaging Account ID and Phone Number ID are used to fetch and synchronise approved templates from your Meta account.
- During webhook delivery – Meta sends inbound messages, delivery receipts, read events, and status payloads to your WordPress webhook endpoint. These are validated server-side using your App Secret before being stored.
Service Provider
WhatsApp Business Platform / WhatsApp Cloud API by Meta Platforms, Inc.
- Meta Privacy Policy
- WhatsApp Privacy Policy
- Meta Terms for WhatsApp Business
- WhatsApp Business Solution Terms
- WhatsApp Business Terms of Service
- WhatsApp Business Messaging Policy
- WhatsApp Messaging Guidelines
- WhatsApp Cloud API Pricing
You are responsible for ensuring that your use of this plugin and the WhatsApp Cloud API complies with applicable laws, your privacy policy, Meta’s platform rules, and WhatsApp Business policies.
Optional Browser Push Services
Web Push is off until a signed-in inbox user explicitly enables this browser and grants browser permission. The plugin then sends encrypted notification payloads directly to the browser vendor’s push service: Google Firebase Cloud Messaging, Microsoft Windows Push Notification Services (Edge), Mozilla Autopush, or Apple Web Push. No separate paid push account is required.
The service receives a browser subscription endpoint, encrypted payload, expiry and delivery metadata, and the site’s public VAPID identity. Subscription endpoints and encryption secrets are encrypted in your WordPress database. Previews are off by default. When enabled, a notification can contain the contact name, shared unread count, and a short incoming-message preview. Otherwise it contains the plugin name and unread count. Your browser and operating system may display and retain notifications on lock screens.
Logging out revokes that WordPress session’s notification enrollment; other sessions remain independent. Push already accepted by a vendor cannot be recalled. Notifications do not grant access to WordPress: opening one requires normal login, tenant, and chat permissions. Browser/OS restrictions and server cron can delay or prevent display; push-service acceptance is not proof of delivery or reading.
Features
Dashboard
- Connection Health, Messaging Health, and Calling Health status cards.
- Live status indicators for WhatsApp Cloud API credentials and webhook configuration.
- Setup help links and support badge for guided onboarding.
- CRM, SLA, lifecycle, tag, deal, automation, broadcast, and abandoned cart reporting (Pro).
- Secure selected-range CSV exports with permission checks (Pro).
Deals – Sales Pipelines and Deal Tracking
- Create pipelines with custom stages, colours, ordering, and required stage reasons.
- Manage deals with owners, priorities, values, expected close dates, and line items.
- Track stage-transition history and review deal activity in the contact timeline.
- Duplicate, archive, or delete deals using guarded confirmation flows.
- Use stable pipeline, deal, lifecycle, and line-item wrappers for integrations.
Chat Window – WhatsApp Inbox
A shared WhatsApp inbox for sales, support, and customer communication.
- Browse, filter, and reply to WhatsApp conversations from WordPress.
- Manage multiple tickets per contact with subject, category, persistent issue descriptions, status, priority, followers, and shared handoff notes.
- Keep private notes visible only to their author while they retain record access. The latest own note is prefilled without duplicating unchanged text.
- Combine multi-select assignment, status, and priority filters, including Following and Overdue. Selected criteria match the same accessible ticket.
- Filter the chat list by latest-message source with Broadcast, Workflow, System, and Integration icons, plus an Unread-only control. Source icons start enabled; green shows that source and gray hides it. Chats with unread incoming messages remain eligible regardless of source selection, subject to access and ticket filters.
- Save a ticket without sending a message. Save & Send requires message content, an open reply window, and the required permissions, with a disabled-button tooltip explaining unmet requirements.
- Open a ticket from its number in chat activity history and see a compact header count excluding closed and unassigned tickets.
- Assign tickets to users, teams, or queues with manual or automated routing.
- Use saved inbox views: All, Mine, Team Queue, Unassigned, Overdue, and Recently Resolved.
- Track SLA targets for first response and resolution.
- Store message history with timestamps, delivery status, reply context, reactions, and secure media access.
- Display server-side redacted previews for protected workflow template parameters sent with Pro 1.2.0. Hidden values stay hidden for all Chat Window users, including administrators.
Contacts – CRM Contact Management
- Store phone number, country, name, custom fields, subscription status, and unsubscribe reasons.
- Track lifecycle stages such as new lead, active prospect, customer, or closed customer.
- Create follow-up tasks, assign owners, and use saved contact views.
- Detect and merge duplicate contacts with guarded confirmation flows.
- Review contact profiles and CRM activity timelines from Contacts or Chat Window.
- Use stable contact upsert wrappers for safe integrations.
Groups
- Create groups such as Leads, Members, VIP Customers, COD Customers, or Repeat Buyers.
- Assign contacts manually or in bulk.
- Use groups for broadcast targeting and workflow logic.
- Verified-group protections help prevent accidental modification of important groups.
Tags
- Create colour-coded CRM tags with descriptions.
- Assign tags manually, in bulk, during import, or through compatible integrations.
- Filter contacts by any, all, or none of selected tags.
- Preserve tag names in exports and use stable tag wrappers for integrations.
Templates (Pro)
- Create and manage templates directly from WordPress, and sync with Meta.
- Browse templates by category such as marketing, utility, and authentication.
- Use image headers, CTA buttons, quick replies, coupon codes, and dynamic placeholders.
- Send individual template messages from Chat Window or Contacts.
- Use templates in broadcasts, workflows, WooCommerce notifications, and abandoned cart recovery.
Send Broadcasts (Pro)
- Build campaigns for selected groups or Dynamic Segments.
- Use CTA buttons and approved template content.
- Personalise messages with placeholders and target subscribed contacts.
- Schedule campaigns or send immediately, then track delivery and read status.
Abandoned Carts (Pro)
Recover WooCommerce carts with WhatsApp reminders.
- Track stale WooCommerce carts in a dedicated Abandoned Carts screen.
- Review cart value, time abandoned, recovery status, and customer context.
- Send WhatsApp recovery messages through workflows.
- Configure stale-cart thresholds, retention periods, and cleanup schedules.
COD Order Verification
NXT Cloud Chat can help WooCommerce stores verify COD customers and reduce avoidable returns.
- Use WhatsApp OTP login so customers verify their WhatsApp number before account access or checkout flows.
- Sync verified WordPress users into CRM Contacts.
- Use the Pro Contact is Verified workflow condition to check the current authentication state directly.
- Branch by Cash on Delivery or Non-COD Payment and update the order to a registered WooCommerce status.
- Add follow-up tasks for unconfirmed or high-risk COD orders.
- Help reduce fake orders, unreachable customers, failed delivery attempts, and return-to-origin losses.
Segments (Pro)
- Create tenant-scoped Dynamic Segments with a live rule builder.
- Segment by subscription status, tags, groups, lifecycle stages, ownership, conversation state, tasks, and dates.
- Add WooCommerce filters such as order value, order count, products, categories, coupons, refunds, statuses, and abandoned carts.
- Preview audience size before sending.
Workflows (Pro)
Automate WhatsApp messaging and CRM actions without coding.
- Trigger workflows from incoming messages, user logins, WooCommerce orders, abandoned carts, conversation changes, deal changes, contact lifecycle changes, tasks, or compatible plugin events.
- Add conditions for tags, groups, lifecycle stages, ownership, segments, tasks, conversation state, SLA status, deal stage, order value, and cart context.
- Send approved WhatsApp template messages.
- Update contacts, tags, assignments, lifecycle stages, follow-up tasks, deals, line items, conversations, priorities, notes, and escalations.
Workflow Runs (Pro)
Monitor every automation execution.
- View workflow logs with trigger event, contact, status, and timestamps.
- Drill into individual runs to see step-by-step execution.
- Track execution separately from message acceptance, delivery, read receipts, and failures.
- Filter runs by tenant, workflow, execution, delivery, and creation date, including custom date ranges.
- Review execution errors, message failure reasons, scheduled delays, and paginated run history.
History
Keep a complete record of WhatsApp messages.
- Review inbound and outbound messages.
- Filter by contact, direction, date range, or status.
- View delivery status, read receipts, timestamps, template names, and contact details.
- Use history for reporting, debugging, compliance review, and customer context.
Authentication – WhatsApp OTP Login
Offer passwordless login using WhatsApp OTP.
- Shortcode:
[nxtcc_login_whatsapp] - Users choose their country, enter their phone number, receive an OTP via WhatsApp, and verify.
- Verified users are linked to their WhatsApp number for future login.
- Optional WhatsApp login buttons for the WordPress login page and WooCommerce My Account page.
- Optional force-migration page for moving existing users to WhatsApp login.
- Verified WordPress users can be synced into CRM Contacts.
- Admin controls for OTP length, cooldown, countries, button text, colours, corner style, and branding.
Settings – WhatsApp Cloud API Configuration
Configure WhatsApp Cloud API securely from WordPress.
- Save App ID, App Secret, Access Token, Phone Number ID, Business / Messaging Account ID, and display phone number.
- Run connection diagnostics and test template sends.
- Generate Verify Token and copy Callback URL for Meta webhook setup.
- Verify webhook signatures with App Secret-based
X-Hub-Signature-256validation. - Manage cleanup, retention, uninstall data removal, Team Access permissions, and record scopes.
Team Access and Permissions
Give users the right level of access for their role.
- Create tenant Access Teams for WordPress users.
- Set view-only or manage permission per module.
- Control access for Dashboard, Deals, Chat Window, Contacts, Groups, Tags, Templates, Broadcasts, Abandoned Carts, Segments, Workflows, History, Authentication, and Settings.
- Set record scopes such as assigned records, team queue, or all records.
- Apply CRM access-policy enforcement across inbox, contacts, imports, exports, media downloads, and forwarding.
User-Friendly and Developer-Friendly
NXT Cloud Chat is designed for everyday WordPress users, business teams, agencies, and developers.
For users and teams:
- Clean WordPress admin screens.
- Guided setup links and support badge.
- Contact, group, tag, deal, inbox, CRM, sales pipeline, and OTP login tools in one place.
- Team access controls without custom coding.
- Useful for support, sales, ecommerce, COD order verification, and customer follow-up.
For developers and agencies:
- Free plugin and Pro add-on are separate and extensible.
- Database schema, DAO helpers, filters, actions, runtime discovery, and stable wrappers for compatible integrations.
- Shared integration contracts for compatible extensions.
Open the bell beside Chats, enable this browser, and approve its notification permission. Choose Assigned to me and my team or All accessible chats; both honor current record permissions, regardless of inbox filters. Enable previews only when names and messages are safe to show on the device’s lock screen. The count is the shared inbox unread count, not a personal counter. The existing plugin logo is used; no avatar generation or contact-photo requests are added.
Web Push needs HTTPS, a supported browser, server cURL, mbstring and OpenSSL P-256 support, and working WordPress cron. Configure server cron to run due events at least once per minute for predictable processing. Missing push extensions disable notifications only. Supported iPhone/iPad configurations require a compatible Home Screen web app; this feature does not install a site-wide PWA. Settings -> Tools contains server diagnostics, a test is available in the bell panel, and no polling fallback is used.
Real notification display has been confirmed in Chrome, Microsoft Edge, Firefox, and Android Chrome. Safari on macOS and iPhone/iPad Home Screen web apps remain unverified for this release. Browser profiles have independent subscriptions. Browser background settings do not guarantee delivery while that profile is fully closed; operating-system notification, battery, and Focus settings can delay or suppress display. Push-service acceptance does not confirm display on the device.
Alerts expire after five minutes to avoid replaying an old notification backlog. Messages received before browser enrollment are not replayed. Read messages, expired alerts, and records outside the current user’s access or chosen audience are skipped. Message history remains available in the inbox; alert expiry does not delete chats.
Use Settings -> Tools -> How Long To Keep Data -> Web Push activity. Retention defaults to 1 day and supports 1-30 days. Preview Cleanup is read-only; Clean Up Now applies the saved cleanup rules. Eligible completed notification records and expired disabled enrollments are removed while active enrollments, pending deliveries, recent deduplication records, and push keys are preserved. Automatic cleanup uses the existing master switch and schedule. Clean Everything also includes other cleanup targets, such as message activity; it is not a Web Push-only action.
Yes, sends stop for the matching WordPress login session, while other signed-in browsers remain independent. Session expiry, remote session destruction, loss of permissions, and plugin deactivation also stop new sends. A new login must explicitly enable notifications again. Already submitted notifications may still arrive or remain visible; clearing cookies without a server-side logout cannot immediately revoke an existing server session. Standard WordPress server-side session storage is required.
NXT Cloud Chat connects WordPress with the official WhatsApp Business Platform / WhatsApp Cloud API provided by Meta.
Yes. You need a Meta developer account and a WhatsApp Cloud API app to get your App ID, App Secret, Business / Messaging Account ID, Phone Number ID, and Access Token. The documentation explains the setup process.
No. NXT Cloud Chat does not charge per message. WhatsApp Cloud API conversation or messaging charges, if applicable, are charged by Meta according to Meta’s pricing policy.
No. Your plugin data, contacts, messages, CRM records, deals, tags, groups, settings, and activity history are stored inside your own WordPress database. WhatsApp messages are still sent through Meta’s official WhatsApp Cloud API because that is required to deliver WhatsApp messages.
Yes. NXT Cloud Chat is suitable for small businesses, growing teams, medium businesses, agencies, and larger organisations that want a WordPress-native WhatsApp CRM, shared inbox, team access, and automation system.
Yes, it can help reduce avoidable returns and return-to-origin risk by verifying the customer’s WhatsApp number, improving customer reachability, and enabling COD confirmation messages. Results depend on your store process, shipping workflow, and customer communication policy.
Yes. You can configure WhatsApp Cloud API credentials, create a login page with [nxtcc_login_whatsapp], and use WhatsApp OTP login without actively using the inbox, deals, or CRM modules.
Yes. You can enable a WhatsApp login button on the WooCommerce My Account login page from the Authentication settings screen.
Yes. Customers can log in using a WhatsApp one-time password. After verification, their WordPress user account is linked to their WhatsApp number.
Yes. The Chat Window works as a WordPress admin WhatsApp inbox where you can view conversations, reply to messages, manage tickets, assign conversations, view contact profiles, and check message history.
Yes. It includes CRM contacts, lifecycle stages, tags, groups, contact ownership, follow-up tasks, duplicate detection, contact profile, activity timeline, deals, pipelines, and team access controls.
Yes. Sales pipelines, deal stages, deal management, line items, deal values, stage-transition history, and CRM activity history are included in the free plugin. Some advanced reporting and external line-item sources may require Pro or compatible integrations.
Yes, with Pro broadcasts using approved WhatsApp templates. You must follow Meta’s WhatsApp Business policies and only message contacts where you have proper permission or opt-in.
Yes. Pro supports approved WhatsApp templates with dynamic placeholders, CTA buttons, quick replies, image headers, and coupon codes where supported by Meta template rules.
Yes. Team Access lets you assign module permissions, action levels, record scopes, and assignment eligibility for different WordPress users.
Yes. Contacts and conversation tickets can be assigned manually or through routing systems such as round-robin and least-busy assignment.
Yes. Conversation tickets can track priority-based first-response and resolution SLA targets, and overdue tickets can be filtered in the inbox.
Yes. The plugin includes hooks, filters, DAO helpers, runtime wrappers, integration contracts, and extension points for developers and compatible add-ons.
No. API credentials are used server-side and are not printed into public JavaScript or public pages.
Yes. Incoming webhook payloads can be verified using App Secret-based X-Hub-Signature-256 validation.
Yes. With Pro 1.2.0, Send Template parameters can be hidden from every Chat Window user without changing the customer’s message. License-key tokens are protected automatically. This applies to new sends only, not older history or sensitive text received from customers. Workflow configuration and direct database access are outside this privacy boundary.
Broadcast, Workflow, System, and Integration icons filter chats by their latest message source. Green shows a source; gray hides it. All sources start enabled, and Unread-only starts off. Choices are remembered in this browser per user and tenant. These controls filter the list only; they do not delete messages or close the selected chat.
Chats with unread incoming messages remain eligible so customer replies are not missed. Incoming, manual, and unknown-source chats are not hidden by the automated-source icons. Search, ticket filters, and access permissions still apply; Unread-only narrows results to chats with unread incoming messages.
Inbound and outbound WhatsApp messages, statuses, reactions, reply context, and related history are stored in custom database tables inside your WordPress installation.
If you enable Delete all data on uninstall before uninstalling, the plugin removes its custom database tables, options, transients, scheduled events, and upload directories. This action is irreversible, so use it carefully.
You can upgrade from the plugin website: Upgrade to NXT Cloud Chat Pro.
The full documentation is available at NXT Cloud Chat User Guide.
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