Overview
Create approved templates, capture opt-in/out, and send HSM messages within policy.
Prerequisites
- WhatsApp Business account connected via PulseGate
Permissions required
Steps (3)
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1
Create & submit templates
In Channels → WhatsApp, create templates with variables and submit for approval.
Tips
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Validation
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Success criteria
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2
Capture consent
Enable pre-chat checkbox and log opt-in/out events to Chronicle for audit.
Tips
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Validation
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Success criteria
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3
Send & monitor
Use the composer to send HSM messages; monitor delivery receipts and template quality ratings.
Tips
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Validation
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Success criteria
- Delivery rate ≥ 95% with compliant usage and documented consent.
About this guide
LiveConnect brings every customer conversation into one queue—web chat, Instagram/Facebook DMs, WhatsApp/SMS, Telegram, and email handoff—so teams never miss a moment. Agents work faster with AI reply drafts, KB suggestions, and one-click ticket creation in Agent Desk. Supervisors manage skills routing, concurrency, SLAs, and wallboards. All messages, files, and actions are logged to Chronicle; attachments are virus-scanned via SecureStore. Built on Chat Core orchestration for reliable routing, triage, and guardrails.