This is the fourth and final step of creating the expert agent, where you can select the successful action Message Sending.
⚠️ Attention:This feature is available for users with the Administrator/Operator profile.
To access this feature, go to Zenvia Customer Cloud > Expert agent > Create new expert agent > Actions - Add action
Actions - Message Sending
These are actions for sending messages to contacts through WhatsApp, SMS, or Email channels.
⚠️ Attention: The available and displayed channels will depend on your subscription and integration.
Channel: Provide WhatsApp.
Sender: Select the phone number.
Template: Choose a template or Create a template.
Variable Selection: After selecting the template, if it has variables, all variables contained in the template will be displayed.
Add Custom Field: If variables are present, the option to fill in custom fields is displayed.
Message Preview: Displays a preview of the message according to the selected template.
Message sent at: Specify a sending time.
Destination of Contact Responses*: If Commercial Support is activated, replies can be assigned to the team or support agent. (*This field will only appear for the WhatsApp channel when selecting the number and if it is linked to commercial support).
SMS
Channel: Provide the SMS number.
SMS Message: Select an SMS template or define the message text.
Template: Choose an existing SMS template or Create a template.
Variable Selection: After selecting the template, if it has variables, all variables contained in the template will be displayed.
Add Custom Field: If variables are present, the option to fill in custom fields is displayed. These fields are prepared to receive variable information that will be automatically applied when sending the message.
Message Preview: Displays a preview of the message according to the selected template.
Message sent at: Specify a sending time.
Channel: Provide the email address.
Sender: Select the sender's email.
Email Message: Select a ready-made email template or write a simple email (create a message with basic formatting).
Template: Select an existing template or Create a template.
Variable Selection: After selecting the template, if it has variables, all variables contained in the template will be displayed.
Add Custom Field: If variables are present, the option to fill in custom fields is displayed. These fields are prepared to receive variable information that will be automatically applied when sending the message.
Message Preview: Displays a preview of the message according to the selected template.
Message sent at: Specify a sending time.
💡 Tip: For all channels, we recommend creating a template instead of using an existing one. Editing the template may cause the custom field settings to be lost.
At the end, click Add action or Back if you wish to return to the previous step of creating the expert agent.
Done! Message sending actions completed!