What does this mean? Thanks to the combination of our Suite platforms, Live and Engage, Agents, Dashboard Agents, Agents Supervisors, and Coordinators can send outgoing messages in predefined templates to their contact database on the Live platform without the customer needing to initiate a conversation at that moment.It is essential to note that the action carried out with this function is the sending of a message, which may be a campaign, promotion, notice, or other similar communication, rather than initiating a conversation.
Keep in mind that:1. You must have the Engage platform active to be able to use this function.
2. The contact database will only include the clients who previously interacted through the WhatsApp channel. That is, to use it, WhatsApp must be part of your conversational channels.
Additionally, during the process, it is possible to add temporary contacts, which are those added only for a specific shipment.
3. Currently, it only applies to sending Recurrent Campaigns.
4. Message templates are created on the Engage platform.
5. The templates you can use will be those that do not contain variables, for example, text type.
6. The metrics of these shipments are also observed from Engage.
7. For actions in Engage, it is necessary to have a user access to said platform; however, the same person doesn't need to manage the Live and Engage configurations.
8. Messages are sent directly from Live, and for this, it is not necessary to have an Engage user.
Watch the guided tour below to learn how to set it up. You can pause or play the audio guide anytime using the button in the top right corner.