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Outbound Templates

This section provides an overview of the messages to be sent out to customers that have authorized us to contact them.

Directly or according to Meta’s policy (24h timeframe after the text sent by the client)

Keep in mind that this section is stricly for Outbound standardized messages.

The status helps you understand if the template is in use, hence if it is available to be sent.

  1. Data Frame,  which covers the amount of conversations viewed by the administrator

  2. View/Delete: to view or delete the template

  3. Create new standardized message

  4. Download Excel file (with all the information in the bracket)

 

 See the Download Excel file section at the End of this page for further information

For a more in depth analysis of what the admin can do in this section: 

Data Frame

By clicking on the Bar (1.) the following "curtain" will be opened  

from which you can select the number of visible predefined messages to review, ranging from 10 to 100

View/Delete

The three buttons (2.)  allow the admin to view, edit or delete the template.

Click on view to see the template features or delete to eliminate the template.

You will see this the general description of the Messages

Outbound Template’s Overview

Keep in Mind that the templates cannot be modified, they can either be created from scratches or deleted.

  1. Name, to define the outbound template by title  

  2. Select Language

  3. Text

  4. On/Off option to make the outbound template available to the Agents

If you switch this option on, you will see a green tick in the general overview under the label “available to agents”

Delete

If you Press on Delete you will see the following bracket

Click on Cancel to go back to the previous feature or Delete to eliminate the standardized outbound message.

Create new Template

Refer to the previous section to complete and insert all the required data to create a new predefined text.

Remember to fill the blanks highlighted by (*)

To Save the settings remember to press on .

The Excel file Download 

This feauture  allows to translate all the information related to the outbound templates in an Excel file.

Click on the icon and you will see the following bracket on the top right end of your screen:

Open the file and you will have all the information you need in an Excel, easy to share to subjects/departments that do not use the WitiOp platform.

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