PN Customers Manager

PN Customers Manager is a powerful and intuitive Customer Relationship Management plugin designed specifically for WordPress. It helps businesses collect, organize, and manage their leads and customers directly from their website — without relying on external platforms.

With an easy-to-use dashboard and a complete set of sales, marketing, and AI-powered communication tools, PN Customers Manager allows you to centralize all interactions, track workflows, and automate repetitive tasks so you can focus on what matters most: growing your business.

Whether you run an online store, a service-based business, an agency, or a membership site, PN Customers Manager provides everything you need to turn visitors into loyal customers — including AI chatbots that talk to your clients on WhatsApp and Instagram.

AI-Powered Conversations

• WhatsApp AI Integration : Connect your WhatsApp Business account and let an OpenAI-powered chatbot handle customer conversations automatically. The AI knows your products, prices, shipping zones, and business hours. It can send product photos, process orders, and escalate complex queries — all through the WhatsApp Cloud API.
• Instagram AI Integration : Same AI-powered conversation engine for Instagram Direct Messages. Receive DMs, respond automatically with context-aware answers, and manage all conversations from your WordPress dashboard.
• WooCommerce Product Knowledge : The AI automatically loads your top 50 best-selling products (with variations, prices, stock status, and images) so it can answer product questions, recommend items, and share add-to-cart links.
• Guided Product Recommendations : Enable a multi-step recommendation protocol where the AI asks qualifying questions (budget, category, preferences) before suggesting products — resulting in more relevant recommendations and higher conversion rates.
• Order Acceptance Protocol : The AI can take orders directly in chat with a two-step confirmation flow (summary + explicit confirmation), then notify you by email with the order details.
• Special Order Forwarding : For requests that cannot be fulfilled through a standard purchase link (B2B, bulk orders, custom products), the AI collects all the details and forwards them by email to a configurable list of internal users and external email addresses.
• Shipping Zone Awareness : The AI automatically knows your WooCommerce shipping zones, methods, and costs. It can answer shipping questions instantly, including postal code validation and free shipping thresholds.
• Blog & Page Context : Inject your WordPress posts and pages into the AI’s knowledge base so it can reference your content and share links with customers.
• Conversation Management Dashboard : View, search, close, delete, and reset all WhatsApp and Instagram conversations from your admin panel and from the funnel builder. Full chat history with timestamps and role indicators.
• Debug Logging : Enable or disable debug logging independently for WhatsApp AI and Instagram AI from the settings page. Logs are saved to wp-content/uploads/pn-customers-manager-logs/ .

WooCommerce Checkout Custom Fields

• Product-Specific Fields : Add custom fields to the checkout page for specific products. Configure different fields for different products based on what information you need to collect.
• Visual Field Builder : Intuitive drag-and-drop interface in product edit screen to create, reorder, and configure custom fields. Located in a new “Campos de Checkout” tab before the Calendar tab.
• Multiple Field Types : Support for text, textarea, email, phone, number, date, select (dropdown), radio buttons, checkboxes, and file uploads.
• Field Configuration : Each field can be configured with: Label and internal name (ID)
• Placeholder text
• Options for select/radio/checkbox fields
• Description/help text
• Required/optional status

Automatic Display : Fields automatically appear at checkout when customers purchase products with custom fields enabled.

Validation : Built-in validation for required fields and email format. Integrates seamlessly with WooCommerce checkout validation.

Order Storage : Customer responses are saved to order item metadata and visible in:

• Admin order details page
• Customer order view (My Account)
• Order confirmation emails
• Order item meta display

Email Integration : Custom field data is included in order notification emails with proper formatting and labels.

WooCommerce QR Tickets

• QR Code Generation : Generate unique QR codes for WooCommerce products that can be used as tickets for physical delivery validation, event entry, or item collection.
• Product Settings : Enable QR tickets per product with customizable prefix and customer instructions. Settings available in WooCommerce product data tabs.
• Order Integration : QR codes are automatically generated when orders are completed and stored as order item metadata.
• Customer Display : Customers who purchased products with QR codes enabled can view their QR codes on product pages (when logged in), order confirmation emails, and My Account order details page.
• Admin Management Panel : Complete QR tickets management system with: Interactive table with customer info, products breakdown, and status
• Clickable rows – tap anywhere on a row to view full QR details
• Real-time filters by product and status (Pending/Processed)
• Native popup system for consistent UI experience
• Detailed modal view with full QR code image and order information
• QR code scanner using device camera with intelligent camera selection
• Smart camera detection prioritizes rear camera on mobile devices
• Camera switching button when multiple cameras are available
• One-click actions to mark as processed, mark as pending, or delete
• Confirmation dialogs for all destructive actions
• Responsive design with scroll and mobile-optimized layout

Shortcode Support : Use [pn_qr_manager product_id="123"] to display the QR management panel on any page (admin only).

Status Tracking : Track QR codes as processed or pending with timestamps, user attribution, and processing history.

Mobile Optimized : Responsive design with stacked filters on mobile, icon-only status badges on tablets, and optimized table layout for small screens.

Budgets & Invoices

• Budget Management : Create professional proposals and quotations with customizable items, phases, tax rates, and discount rates. Budgets support multiple item types (hours, fixed, phase, image, image compare), optional items that customers can toggle on/off, recurring items with configurable periods (daily, weekly, monthly, yearly), and image galleries for visual references.
• Item Alternatives : Each budget item or phase can have an alternative version. Toggle between original and alternative with a single click — totals update automatically, showing only the active version’s prices.
• Before/After Image Compare : Add side-by-side image comparisons to budgets with an interactive slider that clients can drag to reveal before and after states.
• Recurring Items : Mark items as recurring with a period badge. Recurring items are displayed separately from the one-time subtotal for clear pricing breakdowns.
• Bulk Selection & Actions : Enter selection mode to check multiple items at once (with Shift+click range selection), then bulk delete, mark as optional, or mark as recurring in a single action.
• Invoice Management : Generate invoices linked to organizations with automatic invoice numbering, due dates, status tracking (Draft, Sent, Paid, Cancelled), and payment date recording.
• Public Sharing via Token : Share budgets and invoices with customers through secure token-based URLs — no WordPress login required. Clean, standalone templates with company branding, schema.org structured data, and Open Graph meta tags.
• Customer Acceptance Workflow : Customers can accept or reject budgets directly from the public view. Non-registered users can provide their email address to confirm acceptance. Acceptance/rejection is timestamped.
• Optional Items & Phases : Organize budget items into collapsible phases. Mark individual items or entire phases as optional — customers see a live-updating total as they toggle items on/off with a sticky price bar.
• PDF Generation : Generate professional PDF documents from both budgets and invoices directly from the public or admin view.
• Inline Editing : Admins can edit budget and invoice items with WYSIWYG rich text descriptions, reorder with drag-and-drop, add new items, upload images via wp.media, and manage status directly from the public-facing template without returning to the admin panel.
• CSV Import/Export : Bulk import and export budgets via CSV files. Includes a downloadable template with sample data, a multi-step import wizard with preview, and automatic organization name resolution.

Core CRM Features

• Funnel Management System : Create and manage sales funnels with customizable stages. Each funnel can include multimedia content (video, audio, images), dates, times, and custom taxonomies for better organization. Funnels support hierarchical structures and can be linked to organizations for complete pipeline tracking.
• Organization Management : Comprehensive organization/company management with advanced features including: Owner and collaborator assignment
• Funnel linking and stage tracking
• Contact information management (phone, email, website, LinkedIn)
• Billing information fields
• Lead source tracking and lifecycle stage management
• Priority and health scoring
• Lead scoring system
• Tags and notes for better organization
• Geographic data (country, region, city, address, postal code)
• Industry and segment classification
• Team size and annual revenue tracking

Contact Messages : A built-in contact form system with inbox management. Messages are organized in Inbox, Spam, and Forms tabs with unread counters, read/unread status, mark as spam, and full sender details inc

1. 01Upload the pn-customers-manager folder to the /wp-content/plugins/ directory
2. 02Activate the plugin through the ‘Plugins’ menu in WordPress
3. 03Go to the PN Customers Manager settings page to configure your API keys and preferences

How do I install the PN Customers Manager plugin?

You can either upload the plugin files to the /wp-content/plugins/pn-customers-manager directory, or install the plugin through the WordPress plugins screen directly. After uploading, activate the plugin through the ‘Plugins’ screen in WordPress.

How do I set up the WhatsApp AI chatbot?

Go to PN Customers Manager > Settings > WhatsApp AI section. Enter your WhatsApp Business Access Token, Phone Number ID, and Verify Token. Use the provided Webhook URL to configure your Meta app. You can test the connection with the built-in test buttons.

How do I set up the Instagram AI chatbot?

Go to PN Customers Manager > Settings > Instagram AI section. Enter your Instagram Access Token (with instagram_manage_messages permission), Instagram Page ID, and Verify Token. Configure the Webhook URL in your Meta app settings.

Does the AI chatbot work with WooCommerce?

Yes. When you enable the WooCommerce integration in the funnel builder, the AI automatically loads your product catalog (up to 50 best-selling products) with prices, variations, images, and stock status. It can recommend products, share add-to-cart links, send product photos, and even take orders.

Can I customize the AI’s behavior?

Yes. Each funnel node can have its own system prompt, AI model selection (GPT-4o, GPT-4o-mini, GPT-4 Turbo), and temperature setting. You can also add business context, opening hours, shipping information, and knowledge base content that the AI will use in conversations.

Can I customize the look and feel of my listings?

Yes, you can customize the appearance of your listings by modifying the CSS styles provided in the plugin. Additionally, you can enqueue your own custom styles to override the default plugin styles.

Can I use this plugin with any WordPress theme?

Yes, the PN Customers Manager plugin is designed to be compatible with any WordPress theme. However, some themes may require additional customization to ensure the plugin’s styles integrate seamlessly.

Is the plugin translation-ready?

Yes, the PN Customers Manager plugin is fully translation-ready. Spanish translation is included. You can use translation plugins such as Loco Translate to translate the plugin into your desired language.

How do I export and import my settings?

Use the Export and Import buttons in the settings footer bar. Export saves all your plugin settings as a JSON file. Import lets you restore settings from a previously exported file.

How do I track my business projections?

Go to PN Customers Manager > Projections. Connect your social media APIs in Settings, and the plugin will automatically collect snapshots of your CRM metrics, user stats, email performance, and social media data. You can also create manual projections with target values and dates.