Send a message using a content template (public beta)
Public beta
Content templates in Flex Conversations is currently available as a public beta product and the information contained in this document is subject to change. Some features are not yet implemented and others may be changed before the product is declared as generally available. Public beta products are not covered by an SLA.
Not a HIPAA eligible service or PCI compliant
Content templates in Flex Conversations is not a HIPAA eligible service or PCI compliant and should not be used in workflows that are subject to HIPAA or PCI.
Content templates are predefined messages created by your organization. Use content templates to help you respond more efficiently during customer conversations.
Available templates are created by your administrator and depend on the channel you're using. You can't create new templates, but you can search or filter the list to see your options more quickly. If you select a template that includes variables, you can personalize the variables to fit the context of your conversation.
- Sending content templates is available in Flex UI 2.14.0 and later.
- Currently, you can select content templates only on the WhatsApp channel.
If you're using an earlier version or a different channel, you won't see the templates button.
- In your chat conversation, click the templates (chat bubbles icon) button. You can find it in the toolbar, next to the attachments (paperclip icon) button.
The Templates dialog opens and shows the list of all available templates. - (Optional) To find a template more quickly, search for the template name or filter by type or language.
- Select the template you want.
- If the template includes variables (for example, customer name or order ID), enter values in the fields provided.
- Click Send.
The message appears in the conversation history with other messages.