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WhatsApp Feature Documentation

Overview​

The WhatsApp feature enables sending automated messages through the WhatsApp platform. This allows for rich, real-time communication with users via one of the world’s most popular messaging applications.

By leveraging this feature, businesses and applications can engage users effectively with personalized notifications, alerts, customer support messages, or marketing content.

Interface Components​

Model​

  • Connects to an AI backend (e.g., GPT-4) that can generate message text on-the-fly.
  • Displays the AI model powering the message generation (e.g., GPT-4).
  • Optional instructions can be provided to customize the behavior and tone of generated content.

Select​

  • Lets you pick from pre-approved WhatsApp templates—critical for compliance with WhatsApp’s business policies.
  • A dropdown menu where users select the WhatsApp template or message type to be sent.
  • Options include predefined templates or can be set to None for free-text messages.

Name​

  • Input field to specify the name or identifier for this WhatsApp messaging task.
  • Serves as your “campaign ID” (e.g., AppointmentReminder, PromotionAlert).
  • Helps organize and reference different message flows or campaigns.

Text Area​

  • The primary input area where users type the message content to be sent via WhatsApp.
  • Supports up to 100 characters.
  • The primary field for composing or reviewing the WhatsApp message.
  • Allows composing personalized and concise messages for better engagement.

Actions​

  • OK Button:
    1. Validates all inputs client-side (e.g., Name is non-empty, Text ≤100 chars).
    2. Submits a JSON payload of selections and message content to your backend.
  • Cancel Button: Discards any unsaved changes and returns the user to the prior screen without triggering an API call.

Usage Instructions​

  1. Select a message template or None: Choose from the dropdown the type of message you want to send, or select None to write a custom message.

  2. Enter a descriptive name: Assign a name to this WhatsApp message task for easy identification.

  3. Compose the message: Use the text area to write your message content. Keep it concise and within the character limit.

  4. Submit the message: Click OK to send the automated WhatsApp message, or Cancel to exit without sending.

Best Practices​

  • Use predefined templates for consistency and compliance with WhatsApp’s messaging policies.
  • Personalize messages to improve user engagement.
  • Keep messages clear and concise, respecting the 100-character limit.
  • Test messages before deploying to ensure formatting and content accuracy.

Summary​

The WhatsApp feature facilitates seamless, automated messaging via the WhatsApp platform, enhancing user communication through timely and personalized interactions.