#  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**](https://app.pickyassist.com/teambox)**.**

<figure><img src="https://3382165395-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LlJChpzcxtwOYGcBd1q%2Fuploads%2FHlSXEnr1KmetzFk20So6%2Fteambox01.jpg?alt=media&#x26;token=69f289bd-c163-48ae-9df4-6e01236e3bfe" alt=""><figcaption></figcaption></figure>

#### 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

<figure><img src="https://3382165395-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LlJChpzcxtwOYGcBd1q%2Fuploads%2FrnUP8tWOwf3uYJX9L3WM%2Fteambox02.jpg?alt=media&#x26;token=88858fcf-d56f-4d35-9432-0d622f5b90d4" alt=""><figcaption></figcaption></figure>

#### Step 3: Select and Send Template

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

<figure><img src="https://3382165395-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LlJChpzcxtwOYGcBd1q%2Fuploads%2F4NE7OMJZCoITEnksRKD7%2Fteambox03.jpg?alt=media&#x26;token=0e1c7593-6d1d-40b5-8323-c1d77413e0a6" alt=""><figcaption></figcaption></figure>

### 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**

<figure><img src="https://3382165395-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LlJChpzcxtwOYGcBd1q%2Fuploads%2Fi16rG7ZYkNpwBDTwkyGC%2Fteam01.jpg?alt=media&#x26;token=d3c0c28f-fb4f-4bee-81eb-374a40f41d08" alt=""><figcaption></figcaption></figure>

### Step 2: Add Details and Send Template

* Add the required **media**
* Fill in the necessary **dynamic variable values**
* Click on **Send Template**

<figure><img src="https://3382165395-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LlJChpzcxtwOYGcBd1q%2Fuploads%2FxpA3QrNjD1nc0BUzqEkv%2Fteam02.jpg?alt=media&#x26;token=c2ce4387-55d7-4389-8f47-c59287a951da" alt=""><figcaption></figcaption></figure>

### Output View(Mobile)

<figure><img src="https://3382165395-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LlJChpzcxtwOYGcBd1q%2Fuploads%2FTTkN2OHwFGp2OzAA39qb%2F1000315011.jpeg?alt=media&#x26;token=92b8e498-7b56-491d-9ad7-093a5d85c6d0" alt=""><figcaption></figcaption></figure>