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Once you've registered your HSM templates, you can use them in your WhatsApp messages by referring to the template name and providing the necessary parameter values. Twilio will automatically replace the parameters with the correct values when sending the message to your WhatsApp recipient.
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After you have registered the template in Twilio, it is necessary to proceed to Creatio and add the templates there. |
How to Register HSM Messages for WhatsApp in Сreatio
Go to the workplace Studio and open the section Lookups or go to the section Lookups from the System Designer ⚙️
Сlick Add lookup and select Template Whatsapp. Set lookup name, for example - WhatsApp templates
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Note. Skip steps 1-2 if the lookup was added earlier |
Open the contents of the added lookup and click Add
Specify a Name of the template, for example, Greeting
In the Description field, provide the exact message text that corresponds to the template registered in Twilio. This text will automatically populate the Text input field when this specific template is chosen from the communication panel.
In the Response template type field, select the template type, for example, Dialog
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Answer template added. After refreshing the page, the template will be available for selection in the Communication Agent Panel after page refresh |
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Troubleshooting
Agent Messages Not Reaching WhatsApp in Beesender
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