Portfolio/Projects/PT Tekstil Lintas Indonesia
Case Study

Omnichannel CRM Implementation

PT Tekstil Lintas Indonesia

IT Support / System Integrator

Overview

Planned and executed the full implementation of a self-hosted Chatwoot instance as the company's unified customer communication hub, replacing a legacy CRM platform (Mekari Qontak) with a more controllable, cost-efficient omnichannel solution.

Integrated three production messaging channels into a single Chatwoot inbox: WhatsApp Business Cloud API via Meta Developer, Facebook Messenger with full page subscription and webhook validation, and Instagram Direct Message with OAuth redirect URI configuration. All three channels were driven through Meta's App Review process to unlock complete production access.

Coordinated with the development team to configure the server-side environment variables required for Facebook and Instagram channel activation. Diagnosed and resolved a series of integration blockers across all three platforms, including webhook validation errors, OAuth redirect URI mismatches, and JavaScript SDK configuration failures.

Configured the operational layer end-to-end: business hours with Asia/Jakarta timezone, automated out-of-hours messaging, a structured seven-stage lead funnel label taxonomy, and agent workflow Macros covering handoff procedures, high-value lead flagging, and showroom visit logging.

Conducted a full gap analysis against eleven user-submitted feature requests, mapping each requirement to available Chatwoot capabilities and classifying them as ready-to-configure, requiring additional setup, or requiring custom development. Managed dual-platform parallel operation throughout the phased migration to ensure zero disruption to live customer-facing communication.

What Was Built

  • Integrated WhatsApp Business Cloud API, Facebook Messenger, and Instagram DM into a unified Chatwoot inbox from a single operational dashboard
  • Configured Meta Developer App end-to-end: use cases, permissions, webhook callback URLs, page subscriptions, and app publication from Development to Live status
  • Led the App Review submission to Meta to obtain full production-level access across all three channel integrations
  • Diagnosed and resolved critical integration blockers: webhook validation errors, OAuth redirect URI mismatches, and JavaScript SDK configuration failures
  • Coordinated server-side environment variable configuration with the development team to activate Facebook and Instagram channels
  • Designed a seven-stage lead funnel label taxonomy (New Lead → Qualified → Sample Catalogue → Converted Sample → Converted → Repeat Order → Lost)
  • Built agent workflow Macros for standardized handoff procedures, high-value lead flagging, and showroom visit tracking
  • Configured business hours, Asia/Jakarta timezone handling, and automated out-of-hours customer messaging
  • Delivered a prioritized implementation roadmap from gap analysis of eleven user-requested features against Chatwoot's native capabilities
  • Managed parallel dual-platform operation to guarantee zero-downtime cutover from Mekari Qontak
  • Coordinated credentials handoff and WhatsApp Business account ownership verification with the Mekari Qontak technical team via Meta Business Suite