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Templates Sync & Channel Updates

Templates Sync & Channel Updates

Owned by Hammad Siddiqui
Last updated: Dec 05, 2024
4 min read

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https://www.youtube.com/watch?v=3Kmw5fCcDfA

Uchat allows its users to create and synchronize WhatsApp templates directly from the platform. These are the main functionalities:

  • Template Creation:
    Navigate to Content > Messenger Templates to create templates within UChat.

  • Categories Supported:

    • Marketing: Send promotions or information about your products, services or business

    • Authetication: Send codes to verify a transaction or login

    • Utility: Send messages about an existing order or account

    • Carousel: Send a single text message, accompanied by a set of up to 10 carousel cards

    • Limited-Time Offer: Allow you to display expiration dates and running countdown timers for offer codes

  • Media Attachments:
    You can include images, documents, locations, phone numbers, URLs, and reply buttons in your templates.

  • Reply Button Update: Previously, up to 3 buttons were supported. Now, up to 10 reply buttons can be added.

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2. New Features

2.1 Edit WhatsApp Templates

  • Previously, templates could only be created but not edited. Now, you can:

    1. Edit existing templates.

    2. Submit changes for review directly from UChat.

    3. Approved changes will automatically update templates used in the Flow Builder.

2.2 Template Analytics

  • A new Template Message Analytics feature provides insights into:

    • Number of messages sent, delivered, and viewed.

    • Conversation costs for WhatsApp template messages.

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  • How to Access:
    Navigate to UChat and click the Template Message Analytics icon.

  • Metrics are displayed in UTC time zone (not the workspace time zone).

  • These insights are useful for tracking message performance and cost efficiency.

2.3 Check-in Use

  • Feature: Easily track where templates are being used within flows.

  • How It Works:

    • Click the Check-in Use button on a template to view all flows using it.

  • Use filters to locate specific flows or message types.

  • This feature centralizes template management, allowing quick modifications to multiple flows simultaneously.

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2.4 Default Values

  • Purpose: Reduce manual input when sending template messages.

  • How It Works:

    • Set default values for variables (e.g., custom fields, URLs) in templates.

    • Default values are automatically applied when sending messages but can still be modified if needed.

    • Setup:

      • Go to Message Templates, click the edit icon, and configure default values.

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2.5 Enhanced Bot Template Installations

  • Objective: Simplify the process of building comprehensive chatbot solutions on the WhatsApp channel.

  • Key Updates:

    • When building chatbot templates:

      • All template messages used in a flow will be packaged with the chatbot template.

      • Default values for these templates are included.

    • Upon installing the chatbot template:

      • UChat will automatically create and synchronize all templates with their default values.

  • Important Notes:

    • Only WhatsApp Cloud is supported for this functionality.

    • Ensure the WhatsApp number is connected to the account before installing templates.

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These updates enhance the usability, flexibility, and analytics of WhatsApp templates within UChat. With these improvements, users can now:

  • Edit and manage templates more efficiently.

  • Gain insights into template performance.

  • Streamline the process of building WhatsApp-based chatbot solutions.

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If you need further assistance please submit a ticket to ticket@uchat.com.au.