Worksii Features Overview

Worksii is an all-in-one platform that enables businesses to manage and automate messaging across WhatsApp, Email, SMS, and Push Notifications. Designed to support multiple companies and teams, Worksii is built for scale, performance, and precision in customer engagement.

Multi-Company & Team Management

Company Accounts

Create and manage separate business accounts under a single user login. Each business operates independently with its own data, settings, and team.

Role-Based Access Control (RBAC)

Assign user roles such as Admin, Marketing, Support, and Finance with custom permission levels to ensure security and task separation.

Team Collaboration

Invite team members to your company dashboard, assign responsibilities, and collaborate on campaigns and customer conversations.

Messaging Channels

WhatsApp Business API

Send verified WhatsApp messages using the official Meta Cloud API. Template management, session-based conversations, and message personalization are all supported.

Email Messaging

Send transactional and promotional emails through integrated providers like SendGrid or your own SMTP configuration. Supports dynamic fields and A/B testing.

SMS Messaging

Reach customers globally through Twilio, Nexmo, and other providers. Worksii supports one-way and two-way SMS where applicable.

Push Notifications

Deliver web and mobile push notifications for apps or browser sessions. Ideal for re-engagement and announcements.

Campaign Management

Campaign Types

  • Static Campaigns: Send bulk messages to a selected list
  • Rolling Campaigns: Trigger messages based on real-time activity
  • Sequenced Campaigns: Schedule messages in a timed flow
  • Prize Draw Campaigns: Reward-based messages to boost participation

Scheduling & Delivery

Schedule your messages to send at the most optimal times using built-in delivery management.

Personalization

Insert custom variables into your messages for personalized delivery (e.g., first name, last transaction).

Unified Inbox & Real-Time Chat

Shared Inbox

Manage all incoming messages (email, WhatsApp, and web chat) in a unified inbox. Agents can respond, assign, or escalate queries easily.

Live Chat Widget

Deploy a branded web chat widget to your site. Combine AI suggestions with human agents to manage support and sales interactions.

Message Routing & Assignment

Distribute messages to the right agents using round-robin, skills-based routing, or manual assignment.

Customer Segmentation & AI Targeting

Customer Profiles

Build rich profiles with behaviour data, history, and preferences synced from your CRM or database.

Segmentation Tools

Filter customers by tags, activity, campaign response, or demographics to send highly targeted campaigns.

Dormant User Re-Engagement

Automatically identify inactive users and trigger personalized recovery flows.

AI Recommendations

Use machine learning to determine the best channel, message time, and content for each recipient.

Billing & Wallet Management

Prepaid Wallet

Fund your messaging wallet and pay only for what you use. Each message deducts from your balance in real time.

Auto-Funding & Spend Limits

Set auto-top-up rules and monthly limits to control messaging budgets.

Spend Analytics

Get real-time insights into messaging costs, broken down by channel, campaign, and company.

Integrations & Developer Tools

CRM & Database Sync

Connect your external database or CRM system to pull real-time data into your campaigns.

Webhooks & APIs

Trigger campaigns from your own systems or export analytics using our robust API and webhook support.

WhatsApp Number Setup Interface

Worksii provides a streamlined interface for registering your WhatsApp Business phone number and templates with Meta.

Admin & Monitoring Features

Live Campaign Monitoring

Track delivery rates, open rates, and real-time conversions from a single dashboard.

Custom Feature Control

Enable or disable features per company to match subscription level or use case. .

Security Controls

Includes IP whitelisting, 2FA, permission audits, and fraud detection alerts.

Worksii Advantage

  • No subscriptions or fixed pricing
  • Scalable for agencies and multi-brand organizations
  • Designed for automation, real-time interaction, and customer-centric communication

Discover how Worksii transforms messaging into a strategic business advantage.