Models/Tags
Save time and standardize your conversations with ready-to-use message templates available in your inbox, and use tags to label and segment your customer interactions efficiently!
Last updated
Save time and standardize your conversations with ready-to-use message templates available in your inbox, and use tags to label and segment your customer interactions efficiently!
Last updated
Message templates are available in each agent’s inbox so they can be used during conversations and interactions.
Important: These message templates do not require pre-approval from Meta, unlike official WhatsApp templates. Therefore, they cannot be used to start or resume a conversation. They can only be used when the conversation is already in the agent’s inbox and the message input field is available.
To create message templates and tags, the manager can access the Management Panel and select the “Models/Tags” tab. From there, they can easily create and manage message templates in a simple and intuitive way.
To create a new message template, simply click on “New Model” in the upper right corner. A creation pop-up will appear on the screen, where you can fill in the essential details such as, Model name, Model content and the sector where the model will be available for use
All set! Once you click “Register”, the message template will be created and immediately available to all agents in the selected department.
Tags are available in each operator’s inbox and are used to segment and organize ongoing conversations.
In the Tags tab, simply click on “New Tag” and configure the desired settings, including the name, color, and the department where it will be available.
Important: If you want to use tags as a way to communicate between departments, make sure no department is selected when creating the tag. This way, when a tagged conversation is transferred to another department, the tag will remain visible in the conversation.
