Complete Catalog of Features & Modules v2.0
Discover in detail every module, automation, and tool built to turn followers and visitors into loyal customers.
Native MCP Server (Model Context Protocol)
Connect your AI assistants (Claude Desktop, Cursor IDE, Windsurf or Python/Node scripts) directly to Smartchat. Allow bots to read conversations, manage tags, update CRM fields, and trigger flows.
- ✓ 88 Native MCP Tools (Leads, Messages, Tags, Notes, Flows).
- ✓ Authentication via API Keys (`sc_mcp_live_`) and OAuth2 RFC 9728 with PKCE.
- ✓ 14 Granular Control Scopes (`messages:read`, `flows:trigger`, etc.).
- ✓ Tenant isolation with PostgreSQL Row Level Security (RLS).
Generative AI with RAG Vector Search in PDFs and TXTs
Train your support team in minutes by uploading manuals and files up to 5MB. The system chunks and indexes vector embeddings to answer questions with surgical accuracy and zero hallucinations.
- ✓ Multi-Provider: OpenAI (gpt-4o), Gemini, DeepSeek and Groq (Llama 3).
- ✓ Granular RAG per flow node (filter exactly which manuals to consult).
- ✓ Smooth transition to human support whenever AI triggers a fallback.
Interactive Drag & Drop Flow Editor (Flow Builder)
Build complete sales funnels without writing a single line of code. Connect message nodes, media, button menus, external API calls (Webhooks), and smart conditions in a smooth visual canvas.
- ✓ Action Nodes: Send DM, Media, Gallery/Carousel, Buttons, and Comment Reply.
- ✓ Smart Routing: A/B Testing (Split Node), Business Hours, Tags, and Custom Fields.
- ✓ HTTP Request Node: Send and receive data from external Webhooks (Hotmart, Kiwify, Asaas).
- ✓ Support for seamless handoff to AI Agent RAG nodes.
2-Way HTTP Requests & 5,000+ App Integrations (Webhooks)
Connect Smartchat in real time to any payment gateway, CRM, or market software. Trigger webhooks to N8N, Make (Integromat), and Zapier, query external APIs for shipping or PIX generation, and write results directly to lead fields.
- ✓ Support for HTTP GET, POST, PUT, and DELETE methods with custom headers and authentication.
- ✓ Instant integration with N8N, Make, Zapier, and Pipedream (connect to 5,000+ apps).
- ✓ JSON response mapping (extract response variables and save directly into lead fields).
- ✓ 2-Way bidirectional routing: independent branches for Success (HTTP 2xx) and Error.
Native Voice Notes ("Recorded Live" Effect)
Send pre-recorded audio transcoded to native OGG Opus format for Instagram and Telegram. The recipient receives it as live voice, with active waveforms and no attachment badge.
- ✓ Increase response rate by up to 400%.
- ✓ Feel of exclusive, personalized human support.
- ✓ Automatic transcoding via integrated FFmpeg.
Comment Automation on Posts/Reels with DM Sending
Set up keywords on specific posts or across your profile. Whenever someone comments (e.g. PRICE), Smartchat replies to the comment and delivers the checkout link via DM.
- ✓ Triggers by exact or partial keyword.
- ✓ 2-second reply before the follower closes the app.
- ✓ Anti-spam protection and frequency control.
Omnichannel CRM with 360° Unified Profile Auto-Matching
Unify all customer interactions coming from Instagram, WhatsApp, Telegram, and Webchat under a single timeline. When the customer provides an email, phone number, or Tax ID (CPF), Smartchat merges their data into a 360° profile.
- ✓ Automatic merging by Email, Phone number, or Tax ID / CPF (Instagram + WhatsApp + Telegram).
- ✓ Unified timeline with message history, internal notes, and tags.
- ✓ Custom fields to capture relevant lead data (ID, Interest Level, etc.).
- ✓ Integrated Human Support with automatic bot pause controls.
Direct Link Generator with Pre-filled Messages & Vector QR Codes
Turn paid or organic traffic into instant conversations. Create direct links to Instagram Direct or WhatsApp with pre-filled messages and generate vector QR Codes for packaging, counters, and print ads.
- ✓ Deep link generator with support for tracking UTM parameters.
- ✓ Instant download of vector QR Codes in high-resolution SVG and PNG.
- ✓ Automatic entry flow trigger as soon as the lead opens the link.
Automated AI Lead Qualification & Categorization
Your contact database qualified 24/7. Working in the background, AI analyzes conversation history and applies purchase intent tags, sentiment, and buyer personas automatically.
- ✓ Sentiment analysis and purchase intent evaluation via background jobs.
- ✓ Automatic application of tags and custom lead fields.
- ✓ Integration with top AI providers via BYO Key (OpenAI, Gemini, Groq, DeepSeek).
Row Level Security (RLS) Isolation & LGPD Native
Built from day one with database-level isolation in PostgreSQL. Absolute data privacy guarantee between tenant accounts with full LGPD/GDPR compliance.
- ✓ PostgreSQL Row Level Security (RLS) active on all database tables.
- ✓ Encryption of Meta/WhatsApp tokens and API keys at rest.
- ✓ Data deletion tools (LGPD/GDPR Data Deletion Webhook).
- ✓ Auditable access logs and API operation audit trails.