Contacts
Save a customer once inside a business workspace. Phone numbers are unique per business, so a second company on AdoptiMind keeps its own copy.
Features
Everything you need to manage WhatsApp conversations
AdoptiMind is only a WhatsApp CRM. Phase 1 gives you the workspace, the data model, and the navigation. Live messaging and payments wait until the provider checks are real.
WhatsApp connection
Each business can hold one WhatsApp Cloud API connection record: phone number id, business account id, and a credential reference. The access token is not stored in the database in this release.
Campaigns
Campaigns start as drafts. Sending an approved template reaches contacts only when live WhatsApp sending is enabled.
Workflows
An active workflow can add a tag, set a lead status, or attempt a WhatsApp template when a lead or inbound message is stored.
Inbox
Inbound messages appear after a signed webhook matches the business. A delivery status changes only when Meta reports that status. Inbox compose stays off unless live sending is enabled in production.
Membership and audit
Owners, admins, and members belong to a business through a membership row. Denied tenant switches are written to the audit log without attaching the event to a business the user does not belong to.