Improved WhatsApp Templates

Improved WhatsApp Templates

Greetings,

I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging.

WhatsApp message automation

You can now use WhatsApp messages in workflow rules, so whenever a workflow is triggered, say, when a new ticket is created, a WhatsApp message will be sent automatically, saving you time and making sure customers get quick updates without any manual effort.

       

You can now add WhatsApp messages to stage automations. This means that whenever a record moves into a specific stage, a personalized WhatsApp message can be sent automatically to the contact.


Notes
​Notes:
  1. WhatsApp Automation is available for all paid editions. 
To learn more about Bigin's WhatsApp integration, please refer to this help document.

Interactive WhatsApp templates

Templates allow you to predefine the content of messages you frequently send to customers. Instead of typing the same message each time, you can create a template and reuse it whenever needed. This saves time and ensures consistency in your communication.

So far, Bigin lets you create only plain-text templates. With this update, your templates can include headers with images, videos, or documents, and interactive buttons, making your messages more structured and engaging.


  1. Header: Acts as the title of your message. You can include text, images, videos, or documents to give your message a branded and impactful introduction.



  • Buttons: Interactive buttons enable your customers to take action right from your messages. You can add two types of buttons: 
    • Call to action: These take the user to a website or let them call a number. For example, a travel agency might create a WhatsApp template to inform customers about their latest travel offers and promote their services. The message could include offer details along with a Visit Website button that directs customers to their booking page. Additionally, they can add a Call Now button with their contact number to enable customers to call directly and inquire about travel packages and other related information over the phone.


    • Quick Reply buttons: These buttons let users reply instantly using preset responses. For example, you could create a WhatsApp template to collect feedback on your support services. Your support agent can send a message like “Was your issue resolved?” and include up to three quick-reply buttons such as “Yes,” “No,” and “Need Help.” With these buttons, customers can respond instantly with a single tap, making it easier for you to track resolution statuses and offer further assistance if needed.



The image below shows how your WhatsApp template will look on the customer's mobile device.



Note: You can choose the button type based on the kind of interaction you want to enable, but a single template cannot include both types.


Templates for the Pipelines module

Previously, users could only use templates in the Contacts module. With this update, you can now create and use templates for the Pipelines module as well, so you can send WhatsApp messages directly from deals and other pipeline records, making your communication more contextual and relevant.

To create a new template, go to Setup > Messages > Templates and click the + Template button. You'll then be able to select the module in which you want to use the template.



That's all for these enhancements. We sincerely hope you find these improvements useful. Please give them a try and leave your feedback in the comments section below. Watch this space for future announcements. 

Thanks and have a good day! 

    • Recent Topics

    • Update Subform in specific field(Status) without affecting other fields in Zoho CRM using Deluge?

      Scenario: PRODUCT Module(change name Plot) in any product status change From Available to Booked then on PROJECT Custom Module have Subform So, Subform name is Property Details now in that Subform 1 field is STATUS that update according to  product status

    • YouTube Live #2: Agreement Intelligence with Zoho Sign's eSign AI assistant

      Hi there, We're back again with our YouTube live series and this time, we'll take you through our holistic agreement intelligence powered signature workflows. Struggling to draft an agreement? Need help double-checking clauses and going through complicated

    • Can I Build a POS using ZOHO creator and integrate it with ZOHO Books?

      Hello,  I have a Zoho Books account and I was wondering if I can have a POS system that integrates with it. Primarily with Inventory, Customers and Payment and ofcourse Create invoices and credit notes.   So, would Zoho creator provide me with this solution?  Thank you, 

    • An important update for Zoho Cliq desktop users

      The latest version of the Zoho Cliq desktop app (v1.8.0) will no longer be supported on macOS 10.15 Catalina and earlier versions. This is because the framework we use (Electron) no longer supports some older macOS versions. If you’re using macOS 10.15

    • New Toolbar in Zoho Sheet

      We have revamped our toolbar design in this new version of Zoho Sheet. Below are some screenshots to help you get accustomed to this new interface. Click on the picture below to view the animated image in its original size. Scroll down this post to learn about the changes. Highlight of Changes: The previous format tab is now split into 2 tabs - Home and Format. The Home tab contains the commonly used functions and the Format tab holds formatting related options. Under the Home tab towards the far

    • Zoho inbuilt Telephony made a lot of issues!

      Hi there, I am a user that I am working with zoho inbuilt telephony around 1 month. Non of my colleagues are happy with this app! most of the time customer cannot hear my customer service team, customers say our voice is breaking. whenever Telephony support

    • Sending workflow notifications using popular chat services

      Hello everyone, We have introduced instant and scheduled notifications on some of the most popular chat platforms to facilitate easy collaboration, quick action, and wider reach. Workflow notifications can be sent to the following chat platforms: Zoho

    • Webhook not firing.

      I created a webhook using the Web UI, it looks very nice and the testing worked without an issue, but when i save/ update a ticket, the webhook is not firing. Here are the details of the web-hook i get from using the API "modifiedTime": "2019-10-22T09:23:37.380Z",

    • Adding Images to a Quote in Zoho CRM

      We are currently preparing to use Quotes in Zoho CRM and we are building out our Quote templates.  We came across an issue of not being to add Images of the products to the Quote - specifically in the body of the Quote templates.   This is a problem,

    • Applications built with Zoho Creator

      Hi, I’m really interested in seeing how others have built their application using Zoho Creator, especially those designed for external users (clients, vendors, or the public). If you’ve developed something along those lines and don’t mind sharing, I’d

    • Is it posssible to add Asap Widget on Wordpress?

      I have tried to add the ASAP widget so users could iniciate chats and see the KB information but nothings seems to work. I have tried to add the script using a php snippet that adds the to the footers and also tried one for the header in the functio

    • Require ticket resolution

      Hi Zoho team, Is there a way to require resolution even if an agent did not use a blueprint? for example, our blueprint has a "resolve" transition but what if agent revoked blueprint and manually set the status of ticket to closed? Is there a way where

    • Tables from ZohoSheets remove images when updated from source

      I have a few tables from a ZohoSheet in a ZohoWriter document that will remove the images in the cells when I refresh from the source. The source still has the images in the table when I go to refresh. After updating from the source, as you can see the

    • API Pagination Error: 'from' Parameter Limit

      Hello, I am encountering an error while paging through the Zoho Desk API results: Status code: 422 - {"errorCode":"UNPROCESSABLE_ENTITY","message":"The value passed for field 'from' exceeds the range of '0-4999'."} Is 5000 the maximum number of records

    • How to go to the next open ticket in the queue when agents closes ticket

      Zoho Desk When agent closes a ticket - eg when they choose 'Send and Close" - where is the setting that automatically redirects them to the next open ticket in the queue?

    • CRM verify details pop-up

      Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make it

    • Custom templates for calendar report

      What about being able to design custom templates for the calendar report, as well as for other types of reports? I think more users are waiting for this.

    • Disable payment thank-you emails

      Hello, can someone please tell me how to disable sending of the "Payment Thank-You" emails? 

    • Maximum tags possible in Contacts Records

      I read in some documentation that Zoho allows a total of 200 tags across all records. Is this correct? So is it not possible to have one tag per record for 500 records?

    • Any way to "Pay with Check" or "Refund with Check" for Credit Notes?

      When we have a Bill in Zoho Books, we can select the "Pay with Check" option which then allows us to print/cut the check directly out of Zoho Books. When we created a Credit Note and want to refund the customer, is there any way to Refund with Check,

    • CRM Mobile reports

      When our engineers finish a job they like to email the customer a job report. This is best done todate as an email template but we can find no way to include an image field from that module. Is there any other options?

    • When Zoho Tables Beta will be open to EU data center

      Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!

    • Start Form on a different page (i.e., hide form pages)?

      I have a Zoho form that uses the `Field Alias - Prefill URL` feature. My goal is to have a pre-filled field that directs the user to a specific starting page in the form. For example: The URL will have a field alias that will auto-populate a field with

    • How can we disable "My Requests"?

      We are not using this functionality in our system at all and our users get confused.

    • PayPal payment received recording problem

      Hi, A little while back one of our customers used the PayPal payment option to pay an invoice For some reason though the payment is showing up twice within the Payments section of the invoice! Instead of setting the invoice value to ZERO, it now shows a negative value Anyone else face this problem? I've checked PayPal and there is only 1 payment in reality... A bug? Actonia ps: for anyone from Zoho Customer Service or tech team,  its Invoice 785 in our account

    • server response: 451.4.7.1

      Good day.  Some email clients of our domain receive an error about sending and receiving letters. while for the rest everything works fine. access to the mail made by pop protocol. Bless the mistakes: "server response: 451.4.7.1 System error". 

    • string(87) "{"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} " grtting this error

      Using access token i am trying to add sales orders through api but it is throwing errors like the above i have mentioned. Please help me for that

    • How to mute chat notification sound by default in Zoho SalesIQ?

      We’ve recently embedded the Zoho SalesIQ chatbot on our website, and we’ve noticed that notification sounds sometimes play even when the visitor hasn’t interacted with the chat widget yet. We’re trying to understand two things: Why do these sounds occur

    • Kanban View for Projects.

      At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.

    • How to Hide Article Links in SalesIQ Answer Bot Responses

      I have published an article in SalesIQ, and the Answer Bot is fetching the data and responding correctly. However, it is also displaying the article link, which I don’t want. How can I remove the link so that only the message is shown?

    • Add RECURRING option when adding email to calendar events

      When you add an email to a calendar event, there is no option to make that new calendar event into a recurring event.  It is counterproductive to make an event from your email to then have to go to your calendar, find the event, and make it recurring. 

    • LINE Auto Message Connect to Zoho

      When I integrated LINE into the CRM, I was prompted to disable “Chat,” “Auto Response,” and “Greeting Messages,” and to enable the webhook. However, since I have already set up some auto-reply features in LINE, including Rich Messages and greeting automation,

    • Option to block bookings from specific email address or ip adresss in zoho booking

      Sometime few of our client keep booking irrelevant booking service just to resolve their queries and they keep booking it again and again whenever they have queries. Currently its disturbing our current communication process and hierarchy which we have

    • Threaded conversations for emails sent via automation

      Hi Guys, I hope you are doing well. Don't you guys think we should have an option in a workflow to notify users either as a new email or the previous email thread. For example, if you have one deal in the process and there are 10 different stages during

    • Create folder is fetch fails

      coming from zapier... zapier has a google drive task that searches for a specific folder in google drive, and if it fails to find the folder it will create a folder based on the search criteria, and contine along the singluar path of the flow. Trying

    • Meetups de Usuarios de Zoho - Noviembre 2025

      ¡Hola, Comunidad! Durante el mes de noviembre celebraremos los Meetups de usuarios de Zoho, encuentros presenciales pensados para quienes queráis mejorar vuestras estrategias de lead nurturing y aprender a sacar el máximo partido a herramientas como Zoho

    • Introducing 8 New Connectors in Zoho DataPrep!

      We’ve just made data management even easier - Zoho DataPrep now supports 8 new external connectors to help you build more robust, scalable ETL pipelines. Why it matters: ✅ Broader data access ✅ More automation, less manual work ✅ Smarter pipelines, better

    • Sales Order, Invoice and Payment numbers

      Hi zoho friends, it is me again, the slow learner. I'm wondering if there is a way to have it so the Sales order, invoice and payment numbers are all the same? It would be easier for me if they were the same number so there is not so many reference numbers

    • First day of trying FSM in the field.

      What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app

    • How to Automate Email Sequence

      I'm having trouble trying to set up a workflow to automate an email sequence. Once a group of emails in a Task has been tagged by a certain tag, I want an instant email template to be sent. After 7 days with no response, another email template would be

    • Next Page