Initiate Chat

Initiate Chat from chat

• The Initiate Chat option allows you to directly send a WhatsApp template message to a lead or contact from the system.
• You can access this feature from the Leads or Contacts list.
• Click the WhatsApp icon under the Initiate Chat column.

Template Selection

• Choose the template from the list
• Click submit button to send the template.
• The template will be display in whatsapp.

• You can set merge fields by pressing the @ sign.

NOTE

Before uploading videos, images, or document files templates, please ensure that the file extension and size are properly checked.