Video Tutorials

1. Send an internal note with Whisper

Open the Whisper panel from the reply box or a message menu, send a note to your team, and check when it has been read

1. Create and submit a template

Pick a category and type, write the header, body, and footer, add variable samples, then submit the template for review

2. Add buttons

Add custom quick replies, Visit website and Call phone number buttons, and Marketing opt-out buttons

1. Select a template

Name the broadcast, then choose the sender, category, and template

2. Choose your audience

Send to one number, a CSV file, a customer group, or customers who match conditions

3. Schedule and send

Pick a send time, send a test broadcast, and confirm the scheduled broadcast

1. Set a max price on a template

Set a max price per message, adjust it per country, and compare delivery scenarios

2. Change the price later

Edit the price of an approved template, or duplicate it with a new price

3. Send a broadcast with a max price

Send with the Optimized objective and use a CSV multiplier to bid more or less for specific contacts

1. Send replies to one agent

Pick a specific agent, set a fallback division, and make the agent the customer owner with Sticky

2. Send replies to a division or to yourself

Route replies to a division, send them to yourself as an agent, and check Broadcast History in the inbox

3. Assign agents per customer from a CSV

Add an agent_email column, choose what happens to customers without an agent, and read the log