# How to Notify Agents on WhatsApp When Assigned a Lead in DoubleTick

 

1. Navigate to the chats section, copy any chat URL, then go to the templates section to create a new template for notifying the team member.

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<figure><img src="/files/CmiktTASwinW94VC3wKH" alt=""><figcaption></figcaption></figure>

2. Create a new template and  assign a name to the template and enter the content for the message, for example:\
   Hey {{team}},

&#x20;      A conversation from DoubleTick CRM has been assigned to you."

3. Add the Visit Website Button with Dynamic Customer Number
   * Copy any chat URL and paste it into the button’s link.
   * Add the customer's phone number in curly braces (e.g., `{{customer_phone_number}}`), as this will be a dynamic field. You can use an example variable for testing.
   * Submit the template after saving.

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<figure><img src="/files/nAOmkf9cSIC8cILQKQWb" alt=""><figcaption></figcaption></figure>

4. Set Up the Bot Trigger

   * Now, go to the bot and choose the “On Agent Assigned” trigger.
   * Link this trigger to the "Send Template" action.

   <figure><img src="/files/uq5IEYVJfdb47GYWFer1" alt=""><figcaption></figcaption></figure>
5. Send the Template to a Specific Number

* In the "Send Template" action, click the three vertical dots (ellipsis) and choose "Send to Specific Number."
* From the customer attributes, select the customer’s phone number.
* This will notify the team member when a lead from DoubleTick CRM is assigned to them.

<figure><img src="/files/4NYEMFVe08gLnoPXxsPH" alt=""><figcaption></figcaption></figure>


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