3CX’s Quick Response templates - Whatsapp

[GEEVEE]

How do I add WhatsApp Quick response templates? In the chat window at the bottom right side, I see a "default" and one under my ID (my ID has admin privilege). However, I do not see any way to add new templates or manage existing templates. The message in the window is "Template Categories Not Found". Where and how do I add template categories? Also where do I add templates? I am using version 18.0 Update 5 (Build 418) Thanks for your help.

GEEVEE

 

[Dmitry Yurkin]

Hello, Geevee,
This templates function is not WhatsApp Quick Response. It's templates on 3CX side, that you can use in any chats inside 3CX Webclient or Desktop App.

In Update 5 only group manager can manage templates for his groups.
You can make your ID group manager and templates management controls will appear.

 

[GEEVEE]

HI Suthern101

I am already a group manager. However, the template management controls are not showing in the Webclient or in the 3CX Desktop client. The groups that are defined in 3CX are showing up in the chat window. I can select the DEFAULT Group or the MANAGER GROUP. The Manager group is the one that has elevated privileges and I am included in that group. However, in the chat window, I am still seeing the message that "Template Categories Not Found". I did not see any controls to add template categories or to manage quick response templates. Appreciate you trying to help me.

GV

 

[GEEVEE]

I figured this out. The ROLE has to be set as MANAGER in the Rights page for the user. Once this is done, the user with the MANAGER role can add template categories and templates.

GV

 

[ochapple]

Could someone please let me know where the WhatsApp templates are created and managed in 3CX as I can only find Phone Templates under Settings and there are no Templates under the Whatsapp SIP Trunk area. There is no chat WhatsApp management settings that i can see for a user and I am set to Manager as my ROLE.

 

[Dmitry Yurkin]

If you are talking about chat templates (that can be used for WhatsApp too), you have to open any chat and you will see templates icon in right bottom corner (near file attach and smiles). There, if you are group manager -- you will have controls to manage templates.

 

[ochapple]

That’s very helpful Dmitry thank you. Just not available in the mobile app yet I see. I presume these would be manually triggered only at the moment. Is there any plans to integrate with approved templates in a WhatsApp account for auto responses, or is there anyway to set up an auto response like, welcome to our WhatsApp channel a member of the team will answer shortly during business hours.’

 

[ApixTest]

If you are talking about chat templates (that can be used for WhatsApp too), you have to open any chat and you will see templates icon in right bottom corner (near file attach and smiles). There, if you are group manager -- you will have controls to manage templates.

Hi , Cant find the chat templates in the 3cx app , although its available in desktop version , can you help please.