Communication & Chatbot

Automatic messages, WhatsApp campaigns, communication settings and the WhatsApp chatbot.

• Messages: what the system sends and to whom Set up the SMS, email and WhatsApp messages sent when a decision is made, a payment is received or a date approaches.
• WhatsApp campaigns Send a one-off WhatsApp message to a chosen group using the four-step campaign wizard.
• Campaign results and WhatsApp templates Follow how a campaign went, and see where each WhatsApp template stands with Meta.
• Communication system settings Switch channels on or off, set sending limits and connect the society’s WhatsApp number through Meta.
• Chatbot on WhatsApp Configure the WhatsApp menu, the chatbot settings, the AI assistant and its knowledge base.