Templates allow for streamlining interactions with customers through the various communication channels available on the platform. They consist of predetermined messages that users can select when generating an outbound interaction. The content of the template will be automatically loaded as an outbound messageLas plantillas son mensajes predeterminados que los usuarios pueden seleccionar para generar interacciones de salida (outbound) de manera rápida y eficiente, mejorando así el tiempo de respuesta y optimizando el contacto con los clientes. Desde el módulo se pueden crear plantillas para cada tipo de canal disponible en la plataforma (correo electrónico, WhatsApp, SMS, etc.) y personalizarlas de acuerdo con las necesidades de la empresa o el mensaje que deseas comunicar.
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Please note that only users with an ADMINISTRATOR administrator role can add message templates to the platform, and it is possible to add as many message templates as required. |
Through the side menu and with an Administrator role within the platform, you can access the Templates module.
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Sagicc will take you to a listing where you can navigate through all the templates configured on the platform. For each template on the list, you can see basic information such as name, channel type, status, and creation date. By clicking on the Add Template “Add Template” button (in the upper right corner), you can view a form to add a new template to the platform.
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