Create and verify a WhatsApp standard reply
Create a Pixie CRM WhatsApp standard reply with live clicks. Choose its account, title, shortcut, category, text, order and visibility, save and reopen the record to verify every retained field.
Choose a specific conversation to support
Start with a defined use case, such as a requested appointment update, an outstanding information reminder or a service notification. Confirm the information the customer expects and the source of the destination number. Review applicable provider requirements and permission rules before enabling automated delivery. Keep the wording useful and proportionate, and avoid including sensitive information that does not belong in a short message.
Give replies and delivery problems an owner
A reminder may prompt a question, a correction or a request to stop messages. Decide how those responses reach the team and how communication preferences are updated. Record enough context to understand which workflow produced the message, while keeping access appropriate. Confirm the business account, provider connection, template approval process, charges and supported conversation handling during implementation; a messaging connection alone does not establish a complete service process.