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LiveConnect

Manage WhatsApp templates & compliance

Create approved templates, capture opt-in/out, and send HSM messages within policy.

22 min Intermediate Support Ops, Compliance Updated Sep 1, 2025

Overview

Create approved templates, capture opt-in/out, and send HSM messages within policy.

Prerequisites

  • WhatsApp Business account connected via PulseGate

Permissions required

channels:connect messaging:send

Steps (3)

Estimated: 22 min
  1. 1

    Create & submit templates

    Support Ops 8 min Back to top

    In Channels → WhatsApp, create templates with variables and submit for approval.

    Tips

    Validation

    Success criteria

  2. 2

    Capture consent

    Compliance 6 min Back to top

    Enable pre-chat checkbox and log opt-in/out events to Chronicle for audit.

    Tips

    Validation

    Success criteria

  3. 3

    Send & monitor

    Support Ops 8 min Back to top

    Use the composer to send HSM messages; monitor delivery receipts and template quality ratings.

    Tips

    Validation

    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.