Configuring Record Types

Users need to configure Record Types for all those entities with whom they want to chat. Also, at times a record can have multiple phone numbers. WhatsApp messages will be sent to the phone numbers selected in the ‘Phone Number Field’.

Note: Against one Entity, only one Record Type can be created.

• Click on +New Record Type to create New Record.

• Mention the Record Type.

• You can choose any Entity from OOB to Custom ones. However, this is only functional on Entities that have a phone number associated with them.

• For the system to decide, whether the message should be sent, the message Compliance Field is used.

• The Compliance Field lists all the Boolean Fields within the Record.

  • If the value is selected as Yes, WhatsApp messages will be sent.

  • If the value is selected as No, WhatsApp messages will not be sent.

Note: In case Compliance Field is not set, the message will be directly sent without validation.

In the below screenshot, we have selected ‘Allow WhatsApp’, you may select a field as per your preference.

• In the Phone Number Field, all the multiple phone number fields within a Record are listed and you can choose whichever contact as preferred. But, please note that the particular field selected should have a working contact number.

Note: It is extremely important for the selected contact numbers to have Country Codes.

For further queries, reach out to us at [e-mail]