WhatsApp - Replying to Customers

In this article, you'll find instructions on how to respond to customers, utilize template messages, and locate past messages in the CRM.

Rafael Cardoso avatar
Written by Rafael Cardoso
Updated over a week ago

With CleanCloud, you can keep track of your customer's conversation history on their CRM pages and reply directly to them through your account.

Accessing Your WhatsApp Messages

To view the history and reply to your customer's messages, simply go to the customer CRM profile. Under the Messages tab, filter by WhatsApp. You will then be able to access all the exchanged messages and send new messages to your customers.

Filtering WhatsApp Messages

Message Templates

The system will send out order updates according to the default settings you have chosen (for example, when an order was created and when it is ready). As it normally applies to both email and SMS notifications.

Note: At the moment, we only offer English and Spanish templates.

Replying to Messages Without Message Templates

You can respond to a customer message without using a template if the reply is made within 24 hours of the last customer message. After 24 hours have passed, only Message Templates can be sent.


Troubleshooting

πŸ‘‰ Receiving a Push notification rather than WhatsApp: If a customer has the app installed and has previously enabled Push notifications, WhatsApp messages will not be sent out as the system defaults to sending out Push notifications instead.


πŸ’‘ Need more help?

If you have questions regarding the WhatsApp integration, please feel free to contact CleanCloud Support or check out our collection of WhatsApp help articles.

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