Initiate a new chat

Discover two effective ways to start a chat with customers.

You can start a chat with a customer by selecting an existing contact in AiInbox or adding a new one and sending them a WhatsApp template.

WhatsApp Templates are the only way to initiate a conversation with a customer.

Prefer a visual guide? Check out the video below.

Prefer a written guide? Explore the text below.

Initiate chat with Customers in 3 ways

Follow these steps to initiate a chat with a saved contact.

1- Navigate to “Conversations” from the dashboard.

2- Click on add to select the contact you want to start a conversation with. Once chosen, the chat window will open.

3- To initiate a chat with the contact, choose a pre-approved template, fill in the variables, and click “Send.”

To message an unsaved contact in AiInbox, you can create the contact first and then send a WhatsApp Template as the initial interaction.

Refer to the GIF below: