How to Start a Service Interaction in Hablla

How to Start a Support Session on Hablla

This guide describes the process of starting a service in Hablla, connecting with the customer via WhatsApp and using message templates. Step 1: Access Support

1. Log in to your Habla account.

2. In the main menu, click on Data to view the options and choose *people*.

   
3. Then, select the People button.

1. The next step is to search for the person or customer. If the customer is not yet registered, see the corresponding tutorial.

2. If the customer is already registered, click on the desired person.

Step 2: Access the Customer Record

1. In the upper left side, click on the customer's name to open the full record.

2. Review the customer's information, such as interaction history, contact details, preferences, or other relevant notes.

   

Step 3: Click the WhatsApp Icon

1. In the customer's record, click the WhatsApp icon to start communication via WhatsApp.

   

Step 4: Add the Connection

1. If the WhatsApp connection has not yet been established, click the Add Connection option.

2. Follow the on-screen instructions to connect the customer's WhatsApp number to the platform.

Step 5: Add the Department

1. After adding the connection, you will need to select the appropriate department for this service.

2. Choose the department related to the customer's service or request (e.g., sales, support, etc.).

Step 6: Add the Template Approved by Meta

1. Next, click Add Template.

2. Select the template approved by Meta that you want to use for this communication (e.g., welcome template, appointment confirmation, etc.).

Step 7: Customize the Message Body

1. Check if the customer's name is already automatically filled in the template. If not:

2. • Activate the Manual (ON/OFF) button to enter the name manually, if necessary.

   • If the name is automatically filled in, verify that it is correct.

3. Review the message content to ensure that the personalization is appropriate for the customer and the situation.

Step 8: Start the Support Session and Wait for the Customer's Response

1. After reviewing the template and message personalization, click Start Service.

2. The message will be sent automatically to the customer with the selected template.

3. Now, wait for the customer's response.

4. As soon as the customer responds, you can send free-form messages to continue the service.

By following these steps, you will ensure efficient and organized service within the Hablla platform. Proper use of templates and connections enables faster and more professional communication, improving the customer experience. Always review messages before sending them and monitor interactions to ensure quality support.