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.
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.
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."
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.
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.
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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