Set Up Automated Notifications in Messaging

Send automated messages to customers in supported Messaging channels based on certain events. For example, notify customers about the status of their case: “John, your case #1234 has been resolved.” Automated messaging is also known as triggered outbound messaging.

Required Editions

View supported editions.
Checkmark This article applies to: Enhanced In-App Chat, Enhanced WhatsApp, Standard and Enhanced SMS, and Enhanced Apple Messages for Business channels
X icon This article doesn’t apply to: Enhanced Web Chat v1, Enhanced Web Chat v2, Enhanced Facebook Messenger, Enhanced LINE, and Bring Your Own Channel

The way you set up and send an automated notification depends on the channel where it’s sent.

Channel Type Setup Method Sending Method
Standard SMS and standard Facebook Messenger channels Create a template on the Messaging Templates page in Setup.

A flow sends the message.

In SMS channels, automated messages are supported only within the country of the channel’s phone number. For example, in a channel with a US phone number (+1), you can send automatic messages only to US phone numbers. 

Enhanced WhatsApp channels Create a template in WhatsApp Business Manager. Then, create a notification messaging component on the Messaging Components page in Setup, and link it to your template. A flow sends the message. Service reps can also send them manually from the Service Console.
Enhanced In-App Chat, enhanced SMS, enhanced LINE, and enhanced Apple Messages for Business channels Create a notification messaging component on the Messaging Components page in Setup. A flow sends the message. Service reps can also send them manually from the Service Console.

In Enhanced In-App Chat, you can also set up push notifications. Push notifications alert customers about new messages sent by service reps or automation. For example, after a flow sends a message to a customer in your iOS app, a push notification informs the customer that they received a message.

Note
Note In enhanced Facebook Messenger, enhanced LINE, and Bring Your Own Channel, service reps can send notification messaging components manually from the Service Console by clicking the messaging component action and selecting a component. However, you can’t send them via automation.