Engati - User Guide
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Activating Live Chat
OneView Inbox (messages)

Send Template Message

7min
send template message gives the ability to agent/supervisor/owner to send the template message to a user straight from their one view inbox availability availability sending the template message option is available on one view inbox for 360 dialog is enabled as a provider this will be available for only the whatsapp channels conversation agents/supervisor/owners can send the whatsapp template messages from one view inbox sending template message will not open the 24 hours window for standard messaging send template message post 24 hours conversation window send template message post 24 hours conversation window when agents, supervisors, or account owners log into engati, they will land on the "messages" page this page shows all incoming customer chats to send a template message on whatsapp, they need to select the specific whatsapp conversation in the all tab a "send template message" button will appear if the whatsapp provider is 360 dialog by clicking the "send template message" button, a modal will open allowing them to send a template message select template – select the template which has been added on the 360 dialog language based on the selected template, if there are more than one language then the list of languages are shown header parameter – based on the selected template, if there are any header parameters, the agents can give values body parameter – based on the selected template, if there are any body parameters, the agents can give values footer parameter – based on the selected template, if there are any footer parameters, the agents can give values button – if there are any buttons added in the template message, then the agent can select the path for that template message agents/supervisor/owner will have to click on the “send” button to send the template message note upon sending the template message the conversation will not move from the all conversation tab to the active conversation tab template messages will be charged separately to each message sent as pre existing whatsapp plan and rates send template message less than 24 hours conversation window send template message less than 24 hours conversation window when an agent, supervisor, or account owner logs into engati, they will land on the "messages" page this page displays all active customer conversations to send a template message on whatsapp, they first need to select the specific active whatsapp conversation in the active tab if the whatsapp provider is 360 dialog, a "send template message" icon will be visible by clicking this icon, a modal will open allowing them to send a template message to that conversation select template – select the template which has been added on the 360 dialog language – based on the selected template, if there are more than one language then the list of languages are shown header parameter – based on the selected template, if there are any header parameters, the agents can give values body parameter – based on the selected template, if there are any body parameters, the agents can give values footer parameter – based on the selected template, if there are any footer parameters, the agents can give values button – if there are any buttons added in the template message, then the agent can select the path for that template message agents/supervisor/owner will have to click on the “send” button to send the template message note the customer will not be charged if the conversation is under the customer care window (up to 24 hours following the last message that the customer sends to the business) allow agents permission to send the template message allow agents permission to send the template message this gives the owner of the account to control and flexibility over who on their team can leverage engati's templated messaging capabilities note by default select “only owners can send the template messages” only the owners will be able to view this security setting navigate to configure > advanced > agent access if you face any issues or queries please reach out to us at support\@engati com mailto\ support\@engati com