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Overview

Target audience​

This guide is for new Zprox.Chat users:

  • Workspace admins: who set the workspace up, connect channels, and manage users, plans, and integrations.
  • Sales users: who work the inbox, reply to customers, and manage their assigned leads.
  • Viewers: who need read-only access to conversations and reports.

What you need before you start​

RequirementWhy you need it
A web browserZprox.Chat runs in the browser. Use the current version of Chrome, Edge, Firefox, or Safari.
A work email addressYou use it to sign in, and to receive verification and password-reset codes.
A Meta Business account with a WhatsApp Business Account (WABA)Required to send and receive WhatsApp messages. See Connect your WhatsApp Business account.
An Instagram Business accountOptional. Required only for Instagram DMs and comments. See Connect your Instagram account.
An AI provider API keyOptional. Required only for AI agents. See To connect an AI model provider.

Support and feedback​

If you need help, contact your workspace admin first — they can change roles, plans, and channel connections for you.

For WhatsApp policy questions, such as the 24-hour messaging window, template rules, and account quality, see the official WhatsApp help centre at https://faq.whatsapp.com/.

To report a problem or suggest an improvement, contact PROITBRIDGE support.

Features of Zprox.Chat

The key features of Zprox.Chat are:

  • Chats — a shared team inbox for WhatsApp and Instagram direct messages, with live updates, media, replies, and per-account views.
  • Lead Studio — your contact database, with groups, lifecycle stages, custom fields, lead scores, AI summaries, and CSV or Excel import and export.
  • Broadcast — send an approved template or a text message to many contacts at once, with per-recipient variables and a delivery report.
  • Templates — build WhatsApp message templates with headers, variables, footers, and buttons, and submit them to Meta for approval.
  • Automations — a drag-and-drop flow builder with triggers, conditions, delays, actions, HTTP calls, Google Sheets, Gmail, and sub-flows.
  • AI agents — let a language model answer WhatsApp messages and Instagram DMs and comments, call tools, and hand off to a person.
  • Forms — build a lead-capture form, publish it as a public link, or send it inside WhatsApp.
  • Media — a shared library of images, videos, audio, and documents that chats, agents, and templates can use.
  • WhatsApp and Instagram panels — channel analytics, conversation starters, persistent menus, comment automations, and a comments inbox.
  • Shopify and WooCommerce — order notifications, abandoned-cart recovery, cash-on-delivery confirmation, and coupons over WhatsApp.
  • Integrations — Google Sheets and Gmail, AI model providers, Zoho CRM, inbound CRM webhooks, and MCP tools.
  • Plans and usage — plan limits, online payment, capacity add-ons, and a spend dashboard.