> For the complete documentation index, see [llms.txt](https://help.pickyassist.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.pickyassist.com/setting-up-guide/connecting-channels/whatsapp-templates/sending-templates/teambox.md).

#  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="/files/lC7nz0nH2WK0o4tkZPyp" 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="/files/6G7oItZ0G3SvQK3huiF7" 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="/files/aI0c7J8d3b4QugCtMs7k" 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="/files/r2wUrStqZTnItE2GznII" 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="/files/YAzK22zUEJvrSHDItlvF" alt=""><figcaption></figcaption></figure>

### Output View(Mobile)

<figure><img src="/files/7xMJMeJF60lb1bFtwr13" alt=""><figcaption></figcaption></figure>


---

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