How to Send a WhatsApp Template During a Live Chat in Wabo.ai

Wabo.ai allows agents to send approved WhatsApp templates directly during an ongoing conversation. This is helpful when you want to trigger a predefined message, share important information, or re-initiate a flow while chatting with a customer.

Follow the steps below to send a WhatsApp template from the Inbox:

Steps to Send a Template During Live Chat

1. Log in to Wabo.ai
   Access your dashboard using your account credentials.

2. Open the Inbox Module
   From the left-hand menu, click on Inbox to view all active conversations.

3. Select a Chat Conversation
   Click on any chat—either already assigned to you or available—to open the conversation window.

4. Click on “Send Template”
   At the top of the chat window, click the Send Template button.
   This opens the list of pre-approved WhatsApp templates.

5. Choose a Template
   Select the template you want to send.
   (If your template has variables, Wabo.ai will prompt you to fill them before sending.)

6. Click “Continue”
   Confirm your selection to send the chosen template.

7. View Sent Template in Chat
   The template message will instantly appear inside the chat history, indicating it has been successfully delivered to the user.

That’s It!

You have now successfully sent a WhatsApp template during a live chat interaction in Wabo.ai. This feature helps streamline communication and ensures consistent messaging during customer conversations.