Standard replies, shortcuts, categories and visibility

WhatsApp Web Messaging

Pixie CRM WhatsApp Enterprise: complete how-to guide

Open Standard Replies

View the reusable-reply form and existing entries allowed by the current permissions.

Create an account-specific standard reply

Choose one managed account, enter the required title and text, configure visibility and save.

Create a global standard reply

As an administrator, choose All accounts so the reply can appear across accessible accounts.

Enter a standard-reply title

Use a clear required title no longer than 191 characters.

Configure a slash shortcut

Enter an optional shortcut such as /hello within 80 characters.

Organise replies by category

Use a category up to 100 characters; leave or enter General for the default grouping.

Write standard-reply text

Enter the reusable body and keep it within 10,000 characters.

Set standard-reply sort order

Use 0–10,000; lower values are listed earlier before title ordering.

Make a standard reply active or inactive

Clear Active to retain the record without offering it in Inbox.

Allow all authorised staff

Choose All authorised staff so any staff member who can use that account and reply can select it.

Restrict a reply to selected staff

Choose Selected staff only and select the allowed staff members.

Understand selected-staff visibility

Know that a selected reply is excluded for a staff member not stored in its visibility mapping.

Use a standard reply in Inbox

Open a conversation, select the reply from the list, review or amend the inserted text and send it.

Edit a standard reply

Select the edit action, update fields and save without creating a duplicate.

Delete a standard reply

Confirm deletion; the reply and its selected-staff mappings are removed permanently.

Clear the standard-reply form

Select Clear to reset the editor for a new record.

Understand reply ordering in Inbox

Replies are grouped and ordered using account applicability, active state, category, sort order and title.