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Whatsapp logoOfficial WhatsApp API

Onboard, Activate, and Support Traders on WhatsApp

Investors expect quick answers and simple onboarding, and they're already on WhatsApp. Chakra Chat helps broking firms guide account opening, re-engage dormant clients, and support traders at every step, without overloading relationship managers or support desks.

No Credit Card RequiredNo Credit Card Required

Trusted by 1000+ businesses

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Built for broking. Felt at every step of the trading journey.

Sign-Up to First Trade, Seamlessly

Guided flows take new clients from account opening to their first trade without manual chasing.

Dormant Accounts, Reactivated

Targeted campaigns bring inactive clients back with relevant education and updates.

Clients Always Informed

Account updates, IPO windows, and service announcements reach clients instantly.

Support Desk, Unburdened

Chatbots answer routine questions on account opening, fund transfers, and platform usage.

RMs on the Move

The mobile app keeps relationship managers connected to client chats from anywhere.

One View of Every Client

Every interaction, stage, and note lives in one place for smooth handoffs.

Your Entire Client Journey, Running on WhatsApp

From the first enquiry to an active trading account, Chakra Chat keeps your team organised, your clients engaged, and support running around the clock.

Every Lead, One Pipeline

  • All Sources, One Inbox - Leads from ads, your website, and WhatsApp land in one organised pipeline automatically.
  • Custom Onboarding Stages - Track prospects from enquiry to account opened, funded, and first trade.
  • Follow-up Reminders - Remind RMs to follow up with prospects who started but didn't finish account opening.

Faster Account Opening

  • Guided Onboarding Flows - WhatsApp Flows walk prospects through account-opening steps in a simple, conversational way.
  • Rich Welcome Journeys - Welcome new clients with videos, guides, and platform walkthroughs.
  • Pending Step Nudges - Automatically remind clients about incomplete documents or pending activation steps.

Re-engage Dormant Clients

  • Segmented Campaigns - Reach inactive clients with relevant content based on their stage or activity.
  • Investor Education Drips - Share market basics, platform tutorials, and webinar invites over time.
  • IPO & Event Announcements - Notify opted-in clients about upcoming IPOs, NFOs, and investor events.

Support Traders Around the Clock

  • Chatbot for Common Queries - Instantly answer questions on fund transfers, charges, platform features, and account status.
  • AI + Human Agent Handoff - AI handles routine questions and passes complex issues to a support agent or RM.
  • WhatsApp Calling - Move from chat to call when a client needs a deeper conversation.

Your Team, Always Connected

  • Instant Chat & Lead Alerts - RMs are notified the moment a chat or lead is assigned.
  • Manage Clients from Anywhere - Update details, move stages, and add notes from the mobile app.
  • Set Availability on the Go - RMs mark themselves available or offline so chats always route to someone ready.

Few words of ❤️ from our customers

Built for scale. Proven across industries. Trusted by thousands.

Trusted by businesses across 65+ countries — from startup founders to enterprise teams — Chakra Chat is the platform behind every WhatsApp-first customer engagement strategy.

3000+
Customers
85+
Countries
300M+
Messages Sent
3M+
Chatbot Sessions
2M+
AI Responses

Every session, every reply, every automated flow — quietly working in the background, so your business never misses a moment that matters.

Get Started With WhatsApp API in few Steps

No technical setup, no long onboarding. Be live on WhatsApp API and sending messages in under 15 minutes.

1

Chakra Chat Sign Up

Create a Chakra Chat Account

2

Connect WABA Number

Embedded Signup to connect WABA & Number

3

Chakra Chat Subscription

Subscribe to Chakra Subscription plan

4

Start Engaging Customers

Start conversations, template message broadcasts

5

Set up Advanced Features

Setup Auto reply bot, AI agents, WhatsApp Calling

6

Setup Metrics & Reports

Track Campaign Delivery, Chat Response Time

WhatsApp for Stock Brokers: Client Onboarding & Engagement