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💬Send WhatsApp Template

Let your voice agent send a pre-approved WhatsApp template to the contact during a phone call — for example a registration form, a follow-up link, or key information the contact asked for.

With this action, your voice agent can send a WhatsApp message to the contact while the call is happening. The message is one of your pre-approved WhatsApp templates, so the contact receives it instantly — no need to wait for the call to end.

Common use cases:

  • Send a registration or sign-up form when the contact shows interest.

  • Share a link with more information the contact asked about.

  • Confirm details in writing while still on the call.

Before you start, you need two things:

  1. A WhatsApp channel connected to your workspace.

  2. A message template approved by Meta. Only approved templates can be sent.

If you don't have them yet, the action setup will guide you to create them.

Step-by-Step Guide

Step 1: Select Your Agent

  • Navigate to your agent list and select the voice agent you want to add the action to.

Step 2: Access Agent Actions

  • Once inside the agent, go to the Settings tab.

  • Within Settings, find and click on Agent Actions, then click Add and select Send WhatsApp template.

Step 3: Configure the Action

  • Name: a short identifier for the action (used in call logs).

  • Instructions: tell the agent when to send the template. For example: "Send the WhatsApp template when the contact confirms they want to start the registration process."

  • WhatsApp channel: the channel (phone number) the message will be sent from.

  • WhatsApp template: the template to send. Only Meta-approved templates appear in this list.

  • Phone number to send to: by default the message goes to the number being called. You can leave it as is for most cases.

  • Template variables: if your template has variables (like the contact's name), they appear here pre-filled. The agent fills them automatically with the contact's data, or asks for them during the call if the information is missing.

Step 4: Save and Test

  • Click Confirm to save the action.

  • Make a test call and ask the agent to send you the template — you should receive the WhatsApp message while still on the call.

Every send is registered in the call transcript, including whether it succeeded or failed, so you can always verify what the agent did.

📞Connect your Voice Agent with WhatsApp
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