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List of chat templates

Learn how templates are created and what data is available to edit manually.

The system allows the transfer and use of chat templates, with the help of which it is possible to initialize chat communication with the customer of the online store.

Chat templates can be found on the way Settings → Templates → Chat Templates.

For more convenient work with the list of templates, it is possible to filter and sort the table contents.

Fields available for filtering:

  • Name - search by user name of the template and by name for verification;
  • Activity;
  • Status (Draft, Verifying, Approved, Rejected, Suspended, Blocked);
  • Quality (Undefined, High, Medium, Low);
  • Channel;
  • Date of creation;
  • Template language;
  • Where to use (Customer, Order, Call, Loyalty Program);
  • Category (Marketing, Transactional, One-time password);
  • Template—search by template text.

Templates from the provider are transferred automatically, but they must be activated before they can be used in an order/customer or in a missed call trigger. To do this, go to the “Chat Templates” section. Make sure that the list of templates is filtered by all templates, not just by the active ones. Next, select the desired template and select an event (order/customer/call). You can also edit the name, activity and sending address (the “To” field). Currently templates are created only when integration modules with WhatsApp Business are connected.

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Working with chat templates in customer and order cards
Let's look at how to work with chat templates in an order card using the example of WhatsApp Business integration.