WEBVTT

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Create a WhatsApp standard reply in Pixie CRM
Open Standard Replies

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from the WhatsApp menu This library stores
reusable text that authorised

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staff can review before using it in a
conversation Creating a reply

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does not send a message

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Select Primary WhatsApp as the account then enter
Website brief

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marked as Training This associates the reusable
text with the selected

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account It does not pair a device verify a phone
number or connect

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a new WhatsApp service

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Enter the shortcut shown on screen and set the
category to Training

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Write the acknowledgement in Reply text Keep
reusable wording accurate

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and easy to adapt then review it against the
individual conversation

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before sending a real message

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Set the sort order to sixty Keep visibility at
All authorised staff

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and leave Active selected for this example Review
these choices

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with your support process Reply visibility does
not grant new access

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to the WhatsApp account or its conversations

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Choose Save standard reply Confirm the training
title shortcut category

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and selected account in the saved list The text
is stored in the

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reply library This step creates no conversation
and sends no customer

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message

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Use the saved row edit control to reopen the
reply Verify the account

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title shortcut category text sort order
visibility and active status

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The reply is ready for a later authorised
workflow with no device

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pairing or message sending completed in this
tutorial