Create and verify a WhatsApp standard reply

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Create a WhatsApp standard reply in Pixie CRM. Open Standard Replies from the WhatsApp menu. This library stores reusable text that authorised staff can review before using it in a conversation. Creating a reply does not send a message.

Select Primary WhatsApp as the account, then enter Website brief, marked as Training. This associates the reusable text with the selected account. It does not pair a device, verify a phone number or connect a new WhatsApp service.

Enter the shortcut shown on screen and set the category to Training. Write the acknowledgement in Reply text. Keep reusable wording accurate and easy to adapt, then review it against the individual conversation before sending a real message.

Set the sort order to sixty. Keep visibility at All authorised staff and leave Active selected for this example. Review these choices with your support process. Reply visibility does not grant new access to the WhatsApp account or its conversations.

Choose Save standard reply. Confirm the training title, shortcut, category and selected account in the saved list. The text is stored in the reply library. This step creates no conversation and sends no customer message.

Use the saved row edit control to reopen the reply. Verify the account, title, shortcut, category, text, sort order, visibility and active status. The reply is ready for a later authorised workflow, with no device pairing or message sending completed in this tutorial.