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.