WEBVTT

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Configure who can use a WhatsApp standard reply
in Pixie CRM Open

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Standard Replies and edit the saved training
reply Review All authorised

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staff in Visibility This setting controls this
reply and does not

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grant access to an account or its conversations

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Choose Selected staff only in Visibility Select
the existing Alex

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Morgan entry in the staff field Use this option
when reusable wording

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should be limited to named authorised colleagues
This training example

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adds no staff member or account permission

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Choose Save standard reply then reopen the same
record Verify Selected

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staff only and Alex Morgan are retained Check the
account title

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shortcut and sort order as well Saving a
visibility change sends

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no customer message

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For this training workspace restore the original
All authorised

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staff setting and save again The staff selection
is no longer used

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by that visibility mode The same reply record
remains in the library

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Reopen Edit to verify that All authorised staff
was saved Confirm

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the selected WhatsApp account and the active
state The training

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reply retains its identity and wording throughout
Review reply visibility

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alongside your existing account access policy
before real use