For the complete documentation index, see llms.txt. This page is also available as Markdown.

Send Template Messages

Learn how to send template messages on DoubleTick. Follow the steps to send pre-approved messages in both closed and open chat windows.


Send Template: Closed Chat Window

To perform this action via API, please visit this link

Here's the process for sending a template to closed chat window:

  • In the chat window, Click on Send Template button

  • Choose the template you want to share with the customer

  • Click on the arrow button & select Send now


Send Template: Open Chat Window

Here's the process for sending a template in an open chat window:

  • In the chat window, click on the attachment icon

  • From the popup menu, select the template icon

  • Choose the desired template from the Template dialog box

  • Proceed by clicking the green arrow button

  • Optionally, add any template variables if needed

  • Finally, click "Send Now" to send the template to the recipient

Last updated