Send WhatsApp Template Message

Component introduction

Component configuration

Prerequisites

You have set up at least one WhatsApp messaging channel and synchronized the desired templates to the PBX.

Procedure

1. 将Send WhatsApp Template Message component to a message flow, click the component to proceed with the configuration.

   

2. In the pop-up right panel, complete the following settings.
   1. Click WhatsApp Message Template, filter and select the desired template from the list.

      

      The configuration and preview for the message in select template are displayed on the webpage.

   2. If the template includes media or variable placeholders, upload the required media files and fill in values for all variables.
      • Upload media files.

        

      • Fill in values for all variables.
        • To specify a constant as a variable value, directly click {{variable}} and enter plain text.

          

        • To specify an expression as a variable value, click beside the {{variable}}, enter an expression and click Save.
          Note:

          An expression may include variables, constants, and functions. You can enter FX to view and select system‑supported functions, and enter $ to view and select variables already stored in the current message flow.

          For more information about functions and variables, see Variables and Functions in Yeastar Expression.

          

          Note: For variables about location information, you can simply paste the Google Maps URL, the system will auto-fill the name and coordinates based on the URL. However, you need to manually enter the detailed address for the {{Address}} variable.

          

   3. Click Confirm.

      The configured template appears on the component.

      

3. Optional: To route the message session or trigger other actions when the component's branch conditions are met, hover over the desired branch and click to add the next component.

   For more information about components that support to be connected, see Component connections.

Component connections

Send WhatsApp Template Message component comes with two built-in branches Send Successfully and Send Failed. Each branch can be connected on one component, which can be any of the components listed below.

Note: If a component is already connected to the branch, and you need to insert a new component between them, hover over the line, click and select the target component. The selected component is inserted between them with connections auto-established on both ends, without the need to delete the connection, add the component and reconnect manually.

End components Transfer and Close are unavailable for this insertion method.

Component	Description
Send Message	Send Message component enables the system to automatically send messages to customers. For more information, see Send Message.
Send WhatsApp Template Message	Send WhatsApp Template Message component enables the system to automatically send messages to customers using specified WhatsApp message templates. Important: This component is available only when the message flow is only applicable to WhatsApp channel type. For more information, see Send WhatsApp Template Message.
Wait for Reply	Wait for Reply component allows you to set the reply timeout and route the message session depending on whether a reply is received. For more information, see Wait for Reply.
Menu	Menu component allows you to present the customer with a set of menu options, and route the message session based on the value that they reply. For more information, see Menu.
Business Hours	Business Hours component allows you to route the message session to different destinations based on the time of day. For more information, see Business Hours.
Wait	Wait component enables the system to automatically route the message session to the connected component upon reply timeout. For more information, see Wait.
Condition	Condition component allows routing the message session based on logical expressions. For more information, see Condition.
Loop	Loop component allows a group of components to be executed repeatedly based on the loop strategy. For more information, see Loop.
Internal Data Ops	Internal Data Ops component allows you to query data from PBX-native database. For more information, see the following topics: Get Extension Presence Status Get Extension Info Get Company Contact Info
Email Sender	Email Sender component enables the system to automatically send emails to a recipient via configured email server and record the send logs, enabling real-time notifications. For more information, see Email Sender.
Database Access	Database Access component allows you to interact with database during a message flow. You can execute SQL operations to retrieve or update data as needed. For more information, see Database Access.
HTTP Request	HTTP Request component allows you to send HTTP requests to external web servers, enabling data exchange with third-party services. For more information, see HTTP Request.
Transfer	Transfer component allows you to transfer the message session to a specific destination to terminate the current message flow. For more information, see Transfer.
Close	Close component enables the system to automatically disconnect the message session to terminate the current message flow. For more information, see Close.