Msg91 for WooCommerce

The MSG91 for WooCommerce plugin is an AI-powered shopping assistant that combines automated SMS notifications, a Web Chatbot, WhatsApp Bot, Facebook Bot, and Instagram Bot to drive conversational commerce.

Customers can search products using natural language (“cheap shirts under 999”, “top selling products”), manage their cart, apply discounts, and complete checkout — all via chat. The plugin exposes a full REST API (VoiceBot API) that powers bot integrations, and includes a tokenized checkout hand-off so users can move seamlessly from WhatsApp to the browser.

For Cash-on-Delivery orders, the plugin can automatically reach out via WhatsApp and offer customers a discount to convert to prepaid — reducing fulfillment risk and improving cash flow.

The plugin also supports automated Returns & Exchanges via WhatsApp, allowing customers to initiate returns, exchanges, and refunds directly through the bot. Administrators can configure return windows, refund methods, and exchange policies from the admin panel.

Stock Alerts notify customers via WhatsApp when out-of-stock products become available again, helping recover lost sales and improve customer retention.

Administrators configure channels, discount rules, bot tokens, COD conversion strategies, return policies, stock alerts, and automation triggers from a single settings panel.

Features

• Automated SMS Notifications for WooCommerce events via MSG91.
• AI Chatbot / VoiceBot API — REST endpoints for natural-language product search, cart CRUD, discount application, checkout, and order placement.
• WhatsApp Bot — assisted selling and discount support over WhatsApp with deterministic session handling.
• Web Chat Widget — real-time customer support with WooCommerce customer data sync.
• Natural-Language Product Search — fuzzy search with intent parsing (price filters, sorting, category / brand / tag / attribute detection, compare & related products).
• Runtime Coupon Engine — auto-generates and applies best-fit discount coupons per channel (web / WhatsApp).
• Multi-Channel Cart — unified cart for guest, mobile, and logged-in users with bidirectional sync.
• Tokenized Checkout — browser hand-off URL that restores the bot session and cart automatically.
• Admin Interface for AuthKey, chat-bot, WhatsApp-bot, automation, and widget settings.
• COD to Prepaid Conversion — automatically offer COD customers a discount via WhatsApp to switch to prepaid, with configurable order-update strategies and conversion logs.
• Returns & Exchanges — let customers initiate returns, exchanges, and refunds via Bot with automated order validation and refund processing.
• Stock Alerts — automatically notify customers via WhatsApp when out-of-stock products are back in stock.
• Facebook & Instagram Bots — extend conversational commerce to Facebook Messenger and Instagram DMs with the same AI assistant.
• MSG91 Plans Management — browse available MSG91 plans, toggle between Monthly / Yearly billing, and view prorated cost breakdowns before subscribing.
• Plan Upgrade / Downgrade — upgrade or downgrade plans with detailed comparison cards, prorated pricing, unsettled amount bifurcation, and “from now / next month” scheduling.
• Inbox Purchase Flow — buy additional inboxes when your widget’s inbox capacity is exceeded, with prorated charge display and wallet-balance redirect on insufficient funds.
• Widget Create / Edit / Delete — create new chat widgets with real-time validation, edit existing widgets, delete widgets with toast notifications, and preview widgets directly in the admin panel.

Supported WooCommerce Events

This plugin triggers SMS notifications for:
– New Customer Registration (woocommerce_new_customer)
– Customer Update (woocommerce_update_customer)
– New Order Placement (woocommerce_new_order)
– Order Update (woocommerce_update_order)
– Payment Completion (woocommerce_payment_complete)
– Order Completion (woocommerce_order_status_completed)
– Order Cancellation (woocommerce_order_status_cancelled)
– Order Refund (woocommerce_order_status_refunded)

AI Product Search

Natural-language queries are parsed for:
– Price ranges — “under 999”, “between 100 and 500”, “above 500”
– Sorting — “cheap” (price ASC), “top selling” (total_sales DESC), “newest” (date DESC), “top rated” (rating DESC)
– Filters — category, brand, tag, and product attributes (color, size, material, etc.)
– Intents — compare (“A vs B”), related (“similar to X”), on-sale, featured / recommended

COD to Prepaid

Convert Cash-on-Delivery (COD) orders to prepaid via automated WhatsApp outreach.

• WhatsApp Confirmation — Send an order-confirmation message immediately after a COD order is placed.
• Conversion Offer — Offer a configurable discount to incentivise the customer to pay in advance.
• Order-Update Strategies —
  • Option A: Tag the original order as “Converted to Prepaid”.
  • Option B: Tag and cancel the original order, then create a new paid order.
  • Option C: Tag the original order and mark it as Paid.
• Backup Order Type — Automatically fall back to Option B if the main strategy fails.
• Discount Rules — Percentage or fixed-amount discounts with minimum-subtotal and currency filters.
• Conversion Logs — Track every conversion attempt, success, failure reason, and discount allocation from MSG91 > COD to Prepaid Logs.

Returns & Exchanges

Allow customers to initiate a return directly through the Bot. The bot validates the order, checks eligibility, and processes the return by creating store credit automatically. Administrators can configure return settings from the admin panel.

• Return Validation — Check order status and return window eligibility automatically.
• Store Credit — Create store credit for returned items, which customers can use for future purchases.
• Admin Oversight — Review and manage all return requests from the WooCommerce admin.

COD to Prepaid

How to Use

= Setting Up the MSG91 AuthKey =
1. Navigate to MSG91 > Settings.
2. Enter your AuthKey.
3. Select the Default Country.
4. Click Save Auth Settings.

Managing Automation Rules

1. Navigate to MSG91 > Automations.
2. Add or update automation rules for triggering Campaign notifications via multiple channels.

Configuring Chat Bot

1. Navigate to MSG91 > Chat Bot.
2. In the Chat Widget section, enter the Bot Instructions to define the AI assistant behaviour.
3. Enable Assisted Selling to allow cart operations through the bot.
4. Enable Discount Support to let the bot auto-apply runtime coupons.
5. Save settings.

Configuring WhatsApp Bot

1. Navigate to MSG91 > Chat Bot.
2. In the WhatsApp section, select the WhatsApp Number.
3. Enable Use Widget Bot to reuse the chat-widget bot for WhatsApp (instead of creating a separate bot).
4. Enable Assisted Selling and Discount Support as needed.
5. Save settings.

Configuring Facebook Bot

1. Navigate to MSG91 > Chat Bot.
2. In the Facebook section, connect your Facebook page and authorize the MSG91 app.
3. Enable Assisted Selling to allow cart operations through Facebook Messenger.
4. Enable Discount Support to let the bot auto-apply runtime coupons.
5. Save settings.

Configuring Instagram Bot

1. Navigate to MSG91 > Chat Bot.
2. In the Instagram section, connect your Instagram Business account.
3. Enable Assisted Selling to allow product search and cart management via Instagram DMs.
4. Enable Discount Support to let the bot auto-apply runtime coupons.
5. Save settings.

Configuring Returns & Exchanges

1. Navigate to MSG91 > Chat Bot.
2. Switch to the Returns & Exchanges tab.
3. Enable the Returns & Exchanges toggle.
4. Save settings.
5. Customers can now initiate returns via Bot by messaging the bot.

Managing Chat Widgets

1. Navigate to MSG91 > Chat Widget.
2. To create a new widget, click Create Widget and enter a Widget Name (2-26 characters, no leading/trailing spaces).
3. Select a Widget Token and WhatsApp Number from the dropdowns.
4. Assign Teams, launch options, and other settings on Edit Widget.
5. Click Save to create the widget, or Preview to test it live.
6. To manage an existing widget, select it from the list to edit the token, launch options, or team assignments.
7. Existing widgets can also be deleted from the widget list.

Configuring COD to Prepaid

1. Navigate to MSG91 > COD to Prepaid.
2. Enable the COD to Prepaid toggle.
3. Select the WhatsApp Number to send confirmation and conversion messages.
4. Choose a Main Order Type (Option A, B, or C) that matches your fulfillment workflow.
5. (Optional) Enable Backup Order Type to use Option B as a fallback.
6. Enable COD Confirmation to send an immediate order-confirmation message.
7. Switch to the Discount tab to add conversion discounts (percentage or amount, with minimum subtotal and currency).
8. Save settings.
9. View conversion history and filter logs at MSG91 > COD to Prepaid Logs.

Configuring Stock Alerts

1. Navigate to MSG91 > Stock Alerts.
2. Enable the Stock Alerts toggle.
3. Select the WhatsApp Number to send back-in-stock alerts.
4. Save settings.
5. Customers who previously viewed out-of-stock products will automatically receive a WhatsApp alert when inventory is replenished.

Managing MSG91 Plans

1. Navigate to MSG91 > Plans.
2. Browse available plans and toggle between Monthly and Yearly billing.
3. Click Subscribe, Upgrade, or Downgrade on any plan card to open the confirmation modal.
4. Review the detailed cost breakdown, including prorated charges, unsettled amounts, and old-plan refunds.
5. (Optional) Adjust the Monthly Spending Limit or add extra Inboxes using the stepper.
6. Click Confirm to finalize the subscription.

File Storage and Data Management

This plugin follows WordPress.org guidelines for file storage:

Data Storage Location

• Plugin Data: All plugin-generated files are stored in the WordPress uploads directory at wp-content/uploads/msg91-for-woocommerce/
• WordPress Compliance: Ensures compatibility with plugin update guidelines
• Automatic Cleanup: Files are removed when the plugin is uninstalled

File Operations

The plugin uses the WordPress filesystem API for secure operations:
– Save JSON files in uploads directory
– Read stored JSON files
– Delete files when needed
– Automatic migration of old files to uploads during activation

External Services

This plugin connects to external services:

MSG91.com

• Purpose: SMS delivery, chat-bot orchestration, WhatsApp template / campaign management, and inbox linking
• Data sent: User phone numbers, message content, campaign data, bot configuration
• API Endpoints: https://control.msg91.com/api/v5
• Terms of use: https://msg91.com/terms
• Privacy policy: https://msg91.com/privacy

Additional Services

• IP Info API: Used for location-based services (https://ipinfo.io/json)
• Sokt.io: Used for flow management (https://flow.sokt.io)

Support

For any issues, contact support or the WooCommerce Support Forums.