Teambox

Sending Templates via Teambox

Overview

Teambox allows agents to send WhatsApp templates during live conversations with customers. This is useful when a conversation is outside the 24-hour session window or when a structured response is required. It helps maintain quick, consistent, and professional communication during manual interactions.

Key Features

Send templates during live chat
Useful for:
- Customer support
- Follow-ups
- Notifications
Ensures approved and consistent messaging

When to Use

Use templates in Teambox when:

The 24-hour session window has expired
You need to send:
- Order updates
- Payment reminders
- Important notifications

Steps to Send Template via Teambox

Step 1: Navigate to Team Inbox

Go to the Picky Assist Dashboard then Click on Teambox.

Step 2: Open Chat and Access Template Option

Inside Teambox, you can view:
- Missed Chats,My Chats,All Chats etc..
Select a specific customer conversation
At the bottom of the chat window, you will find multiple options
Click on the Templates option

Step 3: Select and Send Template

A list of approved templates will be displayed
Choose the required template
Click Send

Key Features

Send templates during live chat
Useful for:
- Customer support
- Follow-ups
- Notifications
Ensures approved and consistent messaging

When to Use

Use templates in Teambox when:

The 24-hour session window has expired
You need to send:
- Order updates
- Payment reminders
- Important notifications

Sending Text,Media and Dynamic value Templates Via Teambox

Step 1: Select Chat and Template

Go to Teambox
Select the customer chat where you want to send the template
At the bottom of the chat window, click on the Template option
Choose the required approved template
You can select a template that includes:
- Text
- Media
- Dynamic variables