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Zoho CRM ‘Omnichannel’ AI powered ChatBox by LogixOne

Now with AurA AI!

Integrate SMS and WhatsApp into your Zoho CRM environment!

LogixOne Chat by Clearscope Solutions consolidates messaging channels into your Zoho CRM. Your team can communicate with CRM Leads and Contacts via SMS, ‘Multiple’ WhatsApp numbers, all within your Zoho CRM environment.

What’s more, now with AurA AI, it can automatically respond to inbound messages based on your own business knowledge!!

Facebook Messenger, Instagram Direct Message and more channels to come!

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Consolidate your communications into a single shared ChatBox

LogixOne Chat consolidates all  ‘chat’ messages to and from your customers within Zoho CRM

Leveraged power of your Zoho CRM contacted lead data by centralising all customer conversations into the one ChatBox. Allow your Zoho CRM users to communicate effectively by the channels your customers choose.

Leverage AurA AI and Zoho CRM advanced workflow triggers to completely ‘Automate’ responses and triggered messages.

LogixOne Chat consolidates & automates sending ‘chat’ messages to your customers

With LogixOne Chat by Clearscope Solutions, you can automate SMS for new orders, send WhatsApp messages with unique meeting links for new leads, and communicate with your customers with just one click. All messages are stored in Zoho CRM for easy retrieval, and advanced reports can be generated for more efficient customer communications.

Now, with AurA AI integrated into LogixOne Chat, you can take automation even further instantly answering customer questions, sharing product details, scheduling appointments, and providing support 24/7 across WhatsApp and other connected channels. AurA AI can be trained using your own knowledge base, ensuring responses are accurate, on-brand, and fully personalized for every customer.

Feature List

  • AurA AI – AurA stands for – Automated Unified Response Agent. LogixOne Chat can generate automatic inbound message responses based on your business knowledge.
  • Single Chat Console Monitor all chats from the one Zoho CRM ChatBox module.
  • Restricted Access Control which Zoho CRM users have access to LogixOne Chat.
  • Leads and Contacts Send and receive from either Zoho CRM Leads or Contacts records.
  • Multiple Chat Channels Connect to multiple chat channels such as SMS via Twilio, WhatsApp via Twilio, WhatsApp direct and WhatsApp for Business.
  • Multiple Sender Numbers Connect multiple sender numbers
  • Assign numbers to Zoho CRM Users Allocate Sender numbers to different Zoho CRM users
  • Time and Message Status Get message status, time stamps and user information instantly for every message.
  • Attachments Send and receive attachments. (Capability depends on channel)
  • New Chat Respond Respond to unknown Leads.
  • Create New Leads – Create new CRM Lead from unknown chats.
  • Emoji’s See emoji’s in ‘Inbound’ messages.
  • Store Messages Link directly to each stored message record from every message.
  • Read/Unread Quickly see which messages have or ‘haven’t been responded to.
  • Comment Add; Notes, Tasks, Attachments to each chat record and mention other Zoho CRM users.
  • Filters Filter chats based on contact name, message type and Zoho CRM user.
  • Quick Links Link directly to ‘Contact’ or ‘Lead’ within chat tool.
  • New Message Create new messages directly from within chat tool.
  • Single Chat View See all messages related to each ‘Contact’ or ‘Lead’.
  • Assign Chats Automatically assign new chats to contact or lead owner.
  • Out-Of-Office – Simply interface for ‘Out-of-Office’ automatic responses.
  • Message Automation Send automated messages via any channel using advanced CRM automation.
  • Templates Create template messages for easy response by operators and simplify WhatsApp session creation templates.
  • Auto Responders Setup multiple auto-responders based on complicated workflows.
  • Website Plugin Simplify customer interaction with website ‘contact us’ plugin
  • Report Leverage the power of Zoho CRM Dashboarding and Reports to getter better insight into your communications.
  • Mass Message Send bulk messages based on channel.

Business Needs

Effective communication with customers is more important than ever, but it can also be challenging. Email is becoming less reliable, and customers use a variety of platforms such as SMS, WhatsApp, Facebook Messenger, Telegram, and more. Read more…

Solution

Built directly into your Zoho CRM, LogixOne Chat lets your team send and receive messages through company-owned channels like WhatsApp and SMS. All chats are stored in CRM records for easy access, with automation and reporting to streamline communication.

With AurA AI, you can take it further – automating replies, sharing product info, scheduling appointments, and supporting customers 24/7 using your own knowledge base.

Read more…

Benefits

  • Automate intelligent responses with AurA AI, trained on your own knowledge base to deliver accurate, on-brand answers instantly.
  • Instantly respond to new customer inquiries on their preferred chat channel.
  • Reply to inbound messages directly inside Zoho CRM using the built-in chat panel.
  • Ensure all team members communicate through company-owned chat accounts.
  • Automatically store every message across all channels for reporting and history.
  • Connect and manage multiple chat channels within a single Zoho CRM environment.
  • Build advanced automated workflows to reduce manual employee interaction.
  • Let customers choose their preferred communication channel.
  • Use real-time message status updates to understand customer behaviour.
  • Generate powerful Zoho CRM reports for deeper insight into all client communications.
Read how LogixOne Chat is needed for your business

ChatBox – Your Integrated Zoho CRM Chat Console

LogixOne ChatBox, tightly integrated with Zoho CRM, simplifies communication by providing a single window for all chats, including SMS, Telegram, and WhatsApp. Agents can quickly respond to customer inquiries and post-sales support questions, while messages are attached to known Zoho CRM contacts and leads. With advanced filters, agents can easily search for chats from different contacts and even create leads directly from the chatbox.

LogixOne ChatBox is also equipped with a template feature to ensure that WhatsApp template messages are sent correctly. Overall, LogixOne ChatBox makes responding to chats from multiple channels more efficient, improving the customer experience and staff productivity.

RecordChat – Chat Individually to Leads and Contacts.

Your Zoho CRM now not only stores contact and lead emails, orders, invoices, meetings, jobs, etc it now stores all WhatsApp, SMS and Telegram chats too. This means that you can quickly open a Zoho CRM ‘Lead’ or ‘Contact’ and carry on chatting with that contact.  Now you can see all of your previous messages and respond to them storing all of the message data within your CRM.

Being able to chat within the Lead or Contact record means Agents have quick access to other customer details such as previous quotes or invoices.  In addition basically all of the features that exist within the ChatBox console exist within RecordChat, such as; Templates, filters, etc.

LogixOne Chat for Zoho CRM Pricing

Simple Pricing that leverages your investment in Zoho CRM

All LogixOne Chat Plans come with 10 AI Knowledge Bases for FREE!

If none of the above plans fit your needs, that’s okay — we offer custom enterprise pricing tailored to your specific requirements.

Pricing Notes

All Pricing is quoted in ex Tax

How does LogixOne Chat Pricing Work?

Pricing for LogixOne Chat is simple – you can install our Zoho Marketplace plugin for Free and any of your Zoho CRM users can access it!

You are only charged each time you ‘send’ an outbound message.  Inbound messages are ‘FREE’ and it doesn’t matter what channel you send or receive via.

You can buy credits for messages as detailed above and we will notify you when you need to top-up.

What Channels can I send and receive messages to:

  • WhatsApp Direct (either personal or WhatsApp for Business.)
  • SMS via Twilio
  • WhatsApp via Twilio Business API

What is a LogixOne AI Knowledge Base?

An L1 Knowledge Base (L1 KB) is the collection of articles, FAQs, and information that trains AurA AI to automatically respond to customer inquiries inside LogixOne Chat and Zoho CRM.

Each article represents a specific topic—such as pricing, product information, order tracking, or company policies—and includes both the question and the ideal response you want your AI to deliver.

The L1 Knowledge Base (L1 KB) gives your AI the knowledge it needs to respond accurately, consistently, and in your brand’s tone—reducing repetitive manual replies and ensuring customers always receive the right information instantly. Each pricing plan includes a number of free Knowledge Base articles, and you can easily purchase additional articles as your business grows and your AI needs expand.

What’s the difference between WhatsApp Direct and WhatsApp via Twilio?

We connect using your WhatsApp number directly. You can use any WhatsApp number.  PLEASE NOTE: It is your responsible to meet the usage requirements of any connected Channels such as WhatsApp, Telegram, etc. Clearscope Solutions shall not be held accountable for any disconnection by of any service provider and any paid monies are ‘Non-Refundable’. It is therefore important that you adhere to these providers usage guidelines as failure to do so could result in disconnection.

You can also create a Sender account with Twilio and then we connect to that however Twilio uses the WhatsApp business API so there are more rules, you will need to send a template message to initiate a conversation every 24 hours.  In addition Twilio will rate limit the number of messages you send and if you get a certain amount of blocks to your message Twilio will pause the message. You will also have to register the number with Twilio or obtain a Twilio number.

Do you offer a trial period?

Yes – we allow you to send the first 100 messages for free.  After that you will need to purchase message credits.

Can I get a refund IF I don’t want to continue?

No – Paid monies are non-refundable.

Is there any Installation cost and how do I install LogixOne Chat Zoho Marketplace extension?

No it is free.  We will help you install the extension and we shall also help you get your requested channels connected for free.  Please email us at [email protected] and we shall respond with an email on how to do this.

How do I obtain a trial and sign up?

Its simple, while logged into your Zoho CRM environment simple click here to install from the Zoho Marketplace.

Video Demonstrations

Full Product Demo

Automate Message Responses

Receive Customer Orders via WhatsApp

FAQ’s

NO. You only need (1) LogixOne Chat licence per Zoho Organisation (CRM)

YES.  You can do this by using the inherent security features within Zoho CRM.

Yes you can!

LogixOne Chat is charged by the amount of ‘Send’ message credits you have purchased, you can send up to the amount of ‘Send’ Messages you have purchased.  You can receive as many inbound messages as you like!

To install LogixOne Chat requires a number of components. Clearscope Solutions is here to help, we will work with you and guide you through the installation process. It typically takes 2 to 3 days to install and configure.

– SMS requires the use of a communications provider called Twilio.  Twilio provides the ability to purchase ‘hosted’ SMS numbers.  Twilio SMS numbers can be purchased across multiple countries.  Once you have purchased an SMS number we can connect LogixOne Chat to it, which then enables you to send and receive SMS messages from within Zoho CRM.  You can also create a ‘WhatsApp’ sender within Twilio and send WhatsApp messages via that.

WhatsApp Direct, Any Personal or WhatsApp for business number

Telegram messages are free of charge and you can connect any new or existing Telegram account to LogixOne Chat.

We currently do not support channels other than SMS (Via Twilio), WhatsApp (Via Twilio or Directly) or Telegram directly.  However we planning on releasing additional chat channels such as Facebook Messenger and Instagram direct which we are ready for imminent release, followed by WeChat.

LogixOne Chat requires the ability to install custom modules, web tabs and workflows.  In addition LogixOne Chat will utilise some of your allowed Zoho CRM API calls. We recommend the ‘Enterprise’ edition of Zoho CRM such as Zoho One.

Yes – You can use your own Twilio account in that way all SMS and WhatsApp charges are payable by you.

Yes!  You can use Zoho Workflows and automation to create auto-responders.