The typical implementation process for B2Chat software:
Initial Consultation & Account Setup: Customer signs up, schedules a demo, and defines essential channels and users.
Platform Configuration: Customer configures departments, user roles, business hours, and access settings in the General Settings module.
Channel Integration: Main communication channels (WhatsApp, Facebook, Instagram, Telegram, LiveChat) are connected. WhatsApp API setup may require additional steps and support.
Bot & Automation Setup: Prebuilt bots, templates, and automation flows (FAQs, routing, surveys) are configured for each channel.
Integration with External Tools: Optional: Integrate CRM, analytics, or third-party tools as needed.
Training & Onboarding: B2Chat offers onboarding sessions, documentation, and live customer support throughout the process.
B2Chat offers a moderate level of customization to fit specific business needs, focusing mainly on workflow settings, integrations, and automation. Here are the main data points reflecting its customizability:
General Settings Customization: Configure business hours, departments, user roles, access permissions, and create automated welcome/absence messages.
Automated Responses & Chatbots: Set up automated FAQ bots, auto-replies, routing rules, and mass messaging campaigns; however, custom bot scripting for WhatsApp is limited.
Tagging & Real-Time Analytics: Use tags for conversation categorization and automate tagging based on workflows, plus custom reporting in the My Reports module.
Workflow Automation via Integrations: Deep integration with Zapier and Make allows custom workflows, triggers, and actions (e.g., syncing with HubSpot, Shopify, Google Sheets, and more).
Custom Databases: Create business-specific contact or customer databases within the platform for various segmentation purposes.
Multi-Channel & Multi-Agent Routing: Route chats by department, customize queue logic, and assign conversations based on rules specific to business needs.
Third-Party Integrations: Integrate with CRMs (Freshdesk, Zendesk), scheduling (CalGet), and platforms like Shopify, expanding capabilities via API or Zapier.
B2Chat’s pricing is transparent with monthly subscription fees and generally no setup fees, but some additional costs and optional charges may apply depending on plan and usage.
No setup fee: B2Chat does not charge for initial setup or onboarding, regardless of plan.
Plans range: From $19/month (no WhatsApp) to $80–$150/month (with WhatsApp included and more users/channels).
Extra user: $25/month for each additional user beyond plan limits.
Additional WhatsApp line: $70/month each, if more than one WhatsApp number is needed.
Bot satisfaction survey module: $10/month if adding bot-driven feedback capabilities.
Trainings: $50 one-time fee per training session (optional, for additional staff onboarding/support).
Standard support included: Email/help desk, FAQs, live chat, and phone support are covered in the core subscription—there’s no extra maintenance or base-level support cost.
Premium consulting/services: Not offered as a paid add-on per current data; support is uniform for all subscribers.
B2Chat offers onboarding and ongoing support to new users, combining accessible training modules, personalized guidance, and multi-channel customer service.
Onboarding Sessions: Users receive guided onboarding with live demonstrations and step-by-step account setup assistance from B2Chat consultants.
Help Center and Documentation: Comprehensive help articles and tutorials on user management, chat workflows, and setup tasks are available online for self-paced learning.
Webinars: Occasional training webinars are provided to introduce platform features and best practices; further sessions can be requested for additional team members.
Custom Training: Optional personalized training sessions are available for a one-time fee if deep dives or specialized onboarding are needed.
Live Chat and Email: Immediate help is provided via live chat support and email during business hours for technical or account questions.
Phone Support: Phone support is available for urgent inquiries and troubleshooting.
Online FAQ/Knowledge Base: A searchable online knowledge base offers solutions to common questions, troubleshooting guidance, and platform updates.
B2Chat implements several security measures to protect user and business data, with a focus on compliance, access control, and encryption.
GDPR and Regional Compliance: B2Chat ensures compliance with GDPR and other local data privacy regulations, focusing on lawful processing, user rights, and breach response protocols.
Data Encryption: Communications are encrypted—both in transit and at rest—to prevent unauthorized data interception or exposure.
Access Control: Role-based permissions limit access to sensitive data, ensuring only authorized personnel can manage or view information.
Physical, Electronic, and Procedural Safeguards: The platform employs appropriate organizational and technical safeguards against unauthorized access, loss, or modification of personal information.
Authentication Policies: Secure login and user authentication are enforced to prevent unauthorized access to the system.
Privacy Policy Transparency: Users are given clear information about how their data is collected, managed, and safeguarded, as well as options to opt out or update personal data.
Regular Software Updates: B2Chat maintains updated systems and security patches to address vulnerabilities as new threats emerge.
B2Chat typically releases regular updates that include feature enhancements, bug fixes, and security improvements, though the exact interval (e.g., monthly or quarterly) is not rigidly published. Updates are managed centrally by B2Chat’s technical team and are automatically applied to the platform for all users.
Regular Feature Releases: New features, improvements, and integrations are rolled out several times per year, with many user reviews and B2Chat announcements mentioning ongoing releases and active product development.
Automatic Updates: All updates—whether minor patches or major releases—are managed in the cloud and automatically deployed; users do not need to manually install updates.
Change Log and Announcements: Major changes or new modules are communicated to users via in-app notifications, platform news pages, and support channels, often accompanied by documentation or short onboarding guides.
B2Chat’s policy on data ownership and portability is grounded in privacy rights and transparency, but currently offers limited data extraction features.
Customer Ownership: Customers retain ownership of their own business and personal data stored in the B2Chat platform. B2Chat does not sell user data and only shares information with third-party processors as needed to deliver its services, always protecting confidentiality and limiting use to strictly service-related purposes.
Consent and Control: Users provide explicit consent for data collection and processing. They have the right to change, withdraw, or update their consent at any time, although withdrawal might affect service delivery.
Access and Portability Rights: Users may request access to their personal data, update their records, and request export or deletion of data as allowed under privacy regulations (such as GDPR).
Portability Tools: As of now, B2Chat does not natively offer APIs or automated tools for bulk data export/import. Data export is handled upon request and may require manual processing for comprehensive datasets.
B2Chat offers flexible terms for scaling up or down, making it straightforward for organizations to adjust their subscription as business needs change.
Add Users or Channels Anytime: Administrators can add more agents/users or activate new communication channels (e.g., WhatsApp, Facebook, Instagram, Telegram, LiveChat) at any point within the subscription. You simply add the required users/channels, and the corresponding additional fees are applied to your monthly invoice.
Upgrade Subscription Plan Instantly: Organizations can upgrade to a higher plan to unlock more features, channels, or user limits. Upgrades take effect immediately or at the next billing period, depending on the plan change process.
No Downtime or Penalties: There is no downtime or penalty for expanding usage, and all features are scalable to organizational size.
Remove Users or Suspend Channels: Administrators can inactivate or remove agent accounts as needed and suspend or deactivate specific communication channels through the B2Chat admin console. Reducing active users and channels will lower future invoices, as billing is based on current usage.
Downgrade Subscription Plan: Organizations can switch to a lower-tier plan (fewer users, channels, or features). Downgrades usually take effect at the next billing cycle.
B2Chat's terms for contract renewal and cancellation are designed for flexibility and align with most SaaS best practices. Here are the key data points:
Automatic Renewal: The subscription term begins when the account is created and continues indefinitely, renewing automatically unless terminated by either party.
Pricing Changes: B2Chat may change monthly fees by posting new pricing or emailing users before the next billing cycle. If users do not cancel within ten days of notification, the new terms and price apply to continued use.
Customer-Initiated Cancellation: Users may cancel their subscription at any time for any reason by providing notice to B2Chat—this can typically be done via the website interface with no questions asked.
Provider-Initiated Termination: B2Chat may suspend or terminate an account at any time, with or without cause. If termination is without cause, a prorated refund of the monthly prepayment is made. No refund is given if cancellation is for cause (such as terms violation).
Immediate Effect: After cancellation or termination, B2Chat may permanently delete the user account and all associated data.
Free Trial Period: New users can sign up for a 7-day free trial, after which the account transitions to a paid subscription unless cancelled.
Refunds: No refund is provided if account discontinuation is due to external messaging network bans or violations. Refunds beyond these circumstances are granted at B2Chat’s discretion, case by case.
Minimum Commitment: There is no minimum contract term beyond monthly commitments; users can cancel at any time, and the contract is billed month-to-month.
B2Chat software meets key compliance standards focused on data privacy, security, and regulatory alignment for international business messaging.
GDPR Compliance: B2Chat complies with the General Data Protection Regulation (GDPR), ensuring lawful processing of personal data, user rights (access, correction, deletion), and breach notification protocols.
Regional Data Privacy Regulations: The platform also meets additional regional privacy requirements relevant to its major markets in Latin America and Europe, adapting processes to local legal frameworks.
Secure Data Handling: All verification and personal data are securely managed in accordance with international data protection laws, supporting both privacy and secure communications.
KYC/Identity Verification Support: B2Chat enables integrations with identity verification services to help customer businesses fulfill Know Your Customer (KYC) requirements.
Internal Security Policies: Physical, electronic, and procedural safeguards are implemented to protect personal and business data from unauthorized access, modification, or loss.
