Step 1: Connect to WhatsApp Business API
View Tutorial:How to connect WhatsApp Business API?
Step 2: Add Customer Service Agent
Go to [Enterprise Management > Customer Service Management], then click "Add Agent"
Select the user from the department list and click "Confirm" to assign them as a customer service agent
After adding the agent, click "Edit" to open the management settings
Under settings, click "Add Channel" to assign accessible messaging channels to the agent
Click "Confirm" to save the settings
Once configured, the agent can send/receive messages on the assigned channels
Step 3: Send WhatsApp Message
After setup, agents can receive customer messages and send replies (text/images/videos/files/voice notes) via the [Inbox > Chats].
The system also supports sending template messages for proactive customer outreach
Last updated