Workflow

Standard replies, shortcuts, categories and visibility

Create reusable responses globally or per account and control whether all authorised staff or selected staff can use them.

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19 guides
Category

WhatsApp Web Messaging

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Britixo WhatsApp Enterprise: complete how-to guide

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Open Standard Replies

View the reusable-reply form and existing entries allowed by the current permissions.

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Create an account-specific standard reply

Choose one managed account, enter the required title and text, configure visibility and save.

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Create a global standard reply

As an administrator, choose All accounts so the reply can appear across accessible accounts.

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Enter a standard-reply title

Use a clear required title no longer than 191 characters.

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Configure a slash shortcut

Enter an optional shortcut such as /hello within 80 characters.

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Organise replies by category

Use a category up to 100 characters; leave or enter General for the default grouping.

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Write standard-reply text

Enter the reusable body and keep it within 10,000 characters.

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Set standard-reply sort order

Use 0–10,000; lower values are listed earlier before title ordering.

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Make a standard reply active or inactive

Clear Active to retain the record without offering it in Inbox.

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Allow all authorised staff

Choose All authorised staff so any staff member who can use that account and reply can select it.

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Restrict a reply to selected staff

Choose Selected staff only and select the allowed staff members.

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Understand selected-staff visibility

Know that a selected reply is excluded for a staff member not stored in its visibility mapping.

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Use a standard reply in Inbox

Open a conversation, select the reply from the list, review or amend the inserted text and send it.

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Edit a standard reply

Select the edit action, update fields and save without creating a duplicate.

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Delete a standard reply

Confirm deletion; the reply and its selected-staff mappings are removed permanently.

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Clear the standard-reply form

Select Clear to reset the editor for a new record.

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Understand reply ordering in Inbox

Replies are grouped and ordered using account applicability, active state, category, sort order and title.

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