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

This article will help you in exploring how to notify an agent on WhatsApp when a conversation is assigned to them in DoubleTick CRM.

  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.

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

A conversation from DoubleTick CRM has been assigned to you."

  1. 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.

  1. 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.

  2. 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.

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