Quoting24 Help Center
Welcome to the Quoting24 Help Center.
This documentation will guide you step by step through using Quoting24, explaining what the platform does, who it is for and how to make the most of it in your daily activities.
What Quoting24 is
Quoting24 is a platform designed to manage, organize and automate quote requests received via WhatsApp, turning conversations with customers into a structured and efficient workflow. Quoting24 is especially useful when:
- Multiple operators work on the same number and the volume of requests is high
- You need to reduce quote preparation time through a set of automations designed for automotive parts sales.
Unlike traditional WhatsApp, Quoting24:
- splits conversations into tickets
- lets you work as a team with no limits on connected numbers and operators
- connects directly to Qricambi and your management software
Quoting24 is used to:
- manage many requests at the same time without losing messages
- automate searches for license plates, VINs and spare parts
- collaborate among colleagues with internal notes, reactions and unified notifications
- create a continuous flow from request → search → quote → response
Documentation index
🚀 Get Started with Quoting 24
- Access Quoting 24
How to log in and access the platform. - General overview
Overview of the interface and workflow.
🧾 Request management
- Main screen
Main view with tickets, chat and spare parts search. - Ticket management
One writable ticket per conversation, replies, reopen and scheduled messages. - Request list
History, search and filters for received requests. - Labels
Ticket labels, automatic categorization and urgency. - Saved responses
Predefined messages to respond faster. -
Assignments
Automatic assignment and intelligent ticket management. -
Delivery shifts
Managing and assigning shifts to companies. - Daily activity report
Email report with ticket KPIs, operators and daily trends. - Quoting News
Read-only channel for Quoting product communications.
💬 WhatsApp channel
- WhatsApp overview
Connecting the WhatsApp number through the official APIs. - WhatsApp API migration
Connect to Quoting24 a number already on another provider’s APIs, without changing it. - WhatsApp Coexistence
Use the WhatsApp Business app and the official APIs on the same number. - Broadcast API
Meta template campaigns to many numbers, with recipients uploaded from Excel.
🌐 Widget channel
- Widget overview — Chat on the site: guest session, company association, and history restore.
- Widget B2C — Script, unknown visitor, and payload with
external_id/company_name. - Widget B2B — History across devices with
external_user_idandrestore_id. - Technical integration —
init()contract, company creation, CSP, and troubleshooting.
👥 Contacts and companies
- Contacts
Managing contacts from the WhatsApp channel. - Companies
Creating and managing customer companies.
Artificial intelligence
- AI overview
How AI reads the ticket and updates vehicles/parts. - Recognition
Vehicles, parts, labels, internal notes and glossary. - Photos, PDFs and voice messages
Media reading and the “AI readings” panel. - AI panel and corrections
Chat box, clicks, Correct and display modes. - Automations
Automatic license plate, VIN and spare parts searches.
🔌 Integrations
- Qricambi supplier search
Connection with Qricambi and supplier management. - Search with Extension
Search Partslink or Eper for VINs that were not found, using Qricambi Assistant. - Qricambi credits
Using and managing credits shared with Qricambi. - Send quote to management software
Send quote data to your management software. - Write on WhatsApp through our APIs
Send messages through the official WhatsApp APIs. - Search for a code in your management software
Search the management software to get prices and availability for the customer.
👤 Account settings
- User profile
Profile customization and automatic messages. - Activities
Activity settings and general behavior. - Users and permissions
Managing users, roles and permissions. - Notifications
Configuring personal, unified and desktop notifications.
Where to start
If this is your first time using Quoting24, we recommend this path:
This will give you a complete overview of how it works before going into the details.