How to send an immediate notification

Use this procedure to trigger a WhatsApp template immediately from the ticket.

Before you begin: the template must be approved by Meta and available in your company’s WhatsApp instance.

Step 1 — Config

Open the ticket and, in Impulsis Side, click WhatsApp under Quick Send. First select the instance; the template list loads only after that.

1. Under WhatsApp Channel, select the sending instance.
2. Under Template, choose the desired template.
3. Review the template preview.
4. Review the language (for example, pt_BR).
5. Click Continue to Details.

Step 2 — Details

1. Review the Live Preview, which shows the message with the variables filled in.
2. Under Phone Number, choose one of the phone numbers found in the ticket or enter another number.
3. Fill in the Template Variables. For example, {{HEADER_IMAGE}} receives the image URL and {{BODY_1}} receives the customer’s name.
4. Click Continue to Review.

Step 3 — Review

1. Review the Final Preview, including the source and destination numbers.
2. Open the Notification Summary to view the template, language, and number of variables.
3. Under Send Options, keep Send now selected.
4. Click Send Notification.

Result

The customer receives the message on WhatsApp, and an internal note with the status Sent is created in the ticket.

Tip: if the template list is empty, check whether the instance was selected under WhatsApp Channel.