CW Agents — Master Admin

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📲 WhatsApp Channel

Phone Number ID

WhatsApp Token

Start from a template

Require document / file upload

ON — customer must send a file (printshop, invoices, forms). Text messages trigger a reminder.
OFF — any message (text or file) is forwarded to the inbox (support, bookings, chat).

Message Templates

Variables: {agentMenu} {inboxName} {choices} — {inboxName} = Chatwoot inbox name

Welcome / Menu Message

Shown on first contact. {agentMenu} = numbered inbox list. {choices} = "1, 2 or 3"

Inbox Selected Confirmation

Sent when customer picks a valid option. {inboxName} = Chatwoot inbox name

Waiting for Document (reminder)

Sent when customer types text instead of sending a file. Only active when "Require file" is ON.
Example: 📎 Please send your document or file to continue.

Inbox Changed

Sent when customer selects a different inbox mid-flow.

Message / File Received

Sent after the customer's message or file is forwarded to the inbox.

Master Admin

Dashboard

New Client

Add IVR Script

Deactivate Client