How to Create SMS / WhatsApp message templates?
Calley Pro and Teams users can send WhatsApp or SMS messages to leads at the end of a call using pre-created message templates. This is useful for sending missed call alerts, follow-up messages, or product details upon request. Instead of manually typing messages after each call, you can create templates once and use them repeatedly, saving time and ensuring consistency. Follow the steps below to create and use SMS/WhatsApp message templates in Calley.
Creating an SMS / WhatsApp Template
Templates for SMS / WhatsApp can be made thru Calley Web Panel. In case you are not logged in to your web panel, then go to Step 1 else, you can skip to Step 3 directly.
Step 2 - Login with the valid credentials that you used when creating your Calley Account.
Step 3 - Go to Top Navigation > Messages > SMS/WhatsApp > Message Templates after login.
Step 4 - Fill in the Heading and Description (What you want to send as a message). You can leave the Profile blank in case you are not using an SMS API in which case the SMS will be sent thru the number that you are using on the mobile phone.
Step 5 - Now head to the CalleyACD Mobile app; as you make a call, you will see the SMS / WhatsApp template is available to be sent at the Post Call Feedback Screen.
Step 6 - To send an SMS message thru your Mobile Phone, click on this link
Step 7 - To send the message via WhatsApp, click the link below.
Boost Your Workflow
✅ Saves Time: No need to type messages manually after each call.
✅ Ensures Consistency: Send well-structured messages every time.
✅ Improves Follow-ups: Easily send missed call messages or product details.
✅ Boosts Customer Engagement: Keep leads informed without extra effort.
✅ Supports Sales & Marketing: Automate repetitive messaging tasks.
Creating and using SMS/WhatsApp message templates in Calley helps businesses save time and improve communication with leads. With a Pro or Teams subscription, you can send instant follow-ups, appointment reminders, or product details without typing the same message repeatedly. If you’re on Calley Personal, this feature is not available—consider upgrading for access. Start optimizing your follow-ups today!
The functionality to send SMS or WhatsApp messages to a lead at the end of a call is available only in the Calley PRO / Calley TEAMS subscription. In case you are on a Calley Personal subscription you will not be able to use this functionality. In case you wish to start a free trial please visit - https://www.getcalley.com/pricing/
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