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2021.07.1 - Released on Jan 2022
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RBI e-Mandate Latest Guidelines
Terms, Privacy & Security
Table of Contents
Updated by Helpdesk
Under Automation, the Reply Material tab allows users to set up reply material directly before creating keywords. Some support types are:
- In the "Reply Material" menu: Text, Document, Image, Video, Stickers, Flows, Sequence, Contact Attributes, Templates
- In the "Routing" menu: Send notification, Assign to the operator, Assign to the team.
Note: Please design the reply material such that some common content can be used in many keyword replies.
1. Reply Material: Text
- Click the menu "Text" in the "Reply Material" tab, then click the "Add Text" button
- Fill in the material name and material content then click the "Save" button
2. Reply Material: Document
- Click the menu "Document" in the "Reply Material" tab, then click the "Add Document" button
- Browse to select the existing file on your PC/laptop and click the "Open" button then wait for the process to finish.
3. Reply Material: Image
- Click the menu "Image" in the "Reply Material" tab, then click the "Add Image" button
- Browse to select existing images on your PC/laptop and click the "Open" button then wait for the process to finish.
4. Reply Material: Video
- Click the menu "Video" in the "Reply Material" tab, then click the "Add Video" button
- Browse to select existing video on your PC/laptop and click the "Open" button then wait for the process to finish.
5. Reply Material: Stickers
- Click the menu "Stickers" in the "Reply Material" tab, then click the "Add stickers" button
- Browse to select existing stickers on your PC/laptop and click the "Open" button then wait for the process to finish.
6. Reply Material: Flows
- Click the menu "Flows" in the "Reply Material" tab, then click the "Add flow" button
- The system then prompts a message asking to redirect to the Flowbuilder menu, please click the "Yes" button.
For details of creating a flow, please refer to the Flow Builder section:
7. Reply Material: Sequence
- Click the menu "Sequence" in the "Reply Material" tab, then click the "Add sequence" button
- Click "Yes" from the confirmation popup (if has)
- From the subsequent step, please refer to the detail section to create the sequence: How to use sequence feature
8. Reply Material: Contact Attributes
- Click the menu "Contact Attributes" in the "Reply Material" tab, then click the "Add action" button
- Fill in the material name
- Fill in the attribute and fill in its value. Note: There are some system attributes and custom attributes. To create custom attributes, the user can add from the Contact screen or from the Team Inbox screen (adjust in the Contact menu on the right side).
9. Reply Material: Template
If you want to use buttons in your auto-reply messages, you can use Templates
- Click the menu "Templates" in the "Reply Material" tab, then click the "Add template" button
- The popup to create a template is shown. The steps are the same as when creating a template from the Broadcast tab.
Supported media file types & size:
The below table shows supported media file types & sizes on this menu.
jfif, pjpeg, jpeg, pjp, jpg, png
m4v, mp4, 3gpp
aac, m4a, amr, mp3, opus
text, txt, pdf, doc, docx, xls, xlsx, ppt, pptx