Core KPIs
- Total Contacts
- Active Campaigns
- Messages Sent This Month
- Message Credits Balance
Apex Send Features
Everything your team needs to run WhatsApp as a full growth channel
Apex Send combines campaign execution, live support, CRM workflows, AI, and compliance-focused controls in one operational workspace.
Dashboard
Real-time command center for your team
See critical activity, lead quality, campaign momentum, AI usage, and subscription status in one glance.
Lead Quality
- Hot Leads (Score 51+)
- Burning Leads (Score 76+)
- Open Deals
- Top Stage by deal count
Live Chat Score
- Open conversations
- Assigned to mine / unassigned
- Average response time
- Closing soon (<1h), templates-only, windows open
AI Usage
- API Calls (Month)
- Estimated cost (Month)
- Tokens (Month)
- Model in use, AI Settings, hot lead AI, live chat AI
Sales + Performance
- Deals Closing This Week
- Win Rate This Month
- Campaign performance chart (7d / 30d / 90d)
- Recent campaigns and quick actions
Operations
- Subscription overview
- Workspace activity visibility
- Prioritized workloads
- Actionable daily snapshot
Platform modules
Built for campaign execution, conversations, and pipeline management
Campaigns
- Manage WhatsApp marketing campaigns
- Total Campaigns, Sent, Sending, Drafts
- Recent campaign monitoring
CRM
- Pipeline visibility
- Assigned-to filtering
- Status tracking and search
Contacts
- Manage your WhatsApp contact list
- Structured profile data
- Segment-ready records
Live Chat
- Views: all, assigned to me, unassigned
- Pending, needs attention, resolved (7d)
- Priority levels: urgent, high, normal, low
Templates
- Manage WhatsApp message templates
- Keep outbound messaging compliant
- Ready-to-launch campaign assets
Workflows
- Visual automation builder
- Space + drag or middle-click to pan
- Scroll to zoom; drag output to input ports
- 40+ workflow nodes: triggers, actions, AI actions
Conversion + growth tools
Capture, nurture, segment, and convert
Drip Sequences
Send timed WhatsApp message series for onboarding, education, and nurture journeys.
Segments
Organize contacts into targeted groups for precise campaign execution and personalized messaging.
Lead Capture Forms
Create embeddable forms that add contacts and optionally enroll them into workflows automatically.
Click-to-Chat & Opt-in
Generate WhatsApp links and QR codes for websites, print, campaigns, and offline marketing.
Campaign Reports
View detailed performance analysis for delivery, read behavior, conversion trends, and outcomes.
Analytics
Track WhatsApp marketing performance over time with reporting windows and trend comparisons.
Settings and controls
Organization setup, integrations, AI providers, and billing visibility
Teams & Users
Manage agents, roles, and inbox routing. Create live chat teams and control user access by plan limits.
Integrations
Connect Shopify, WooCommerce, and generic webhooks to trigger WhatsApp events for orders and customer updates.
Tags & Labels
Create color-coded tags for contacts, conversations, and deals to keep your workspace structured.
Custom Contact Fields
Extend contact profiles with birthdays, account IDs, and custom data that matters to your workflows.
AI Features
Use Anthropic, Google Gemini, or DeepSeek for live chat assistance, campaign generation, and lead scoring.
WhatsApp Configuration
Configure Meta WhatsApp Business Cloud API settings and operational behavior from one place.
Billing & Plans
Platform subscription + separate Meta WhatsApp usage billing
Meta WhatsApp Fees (June 2026) are billed separately from your Apex Send subscription. Service conversations (user-initiated) are free, while marketing conversations carry the highest rate. Use the full cost dashboard to track spend clearly.