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Everything you can send besides a typed message is behind one button. Choose More actions (the plus button beside the reply box) to open the list.

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What each action needs

Only Send template works once the 24-hour window has shut. The other actions are greyed out until the customer writes again. In a website chat, only Send photo is offered.

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Send a product

1

Open the product picker

Choose More actions, then Send product.
2

Find the product

The first few products are listed straight away. Search by name or product code to find another.
3

Send it

Choose Send beside the product.
The customer gets the product’s photo, name, price and a short description, with a View product button that opens its page in your shop. If the product has no public page, it goes as a photo with a caption, or as text when there is no photo. Stock levels are never sent. If the picker says No catalogue is connected, an owner or admin needs to connect your shop. See Integrations.
1

Open the panel

Choose More actions, then Payment link. A panel opens beside the chat.
2

Add what the customer is paying for

Search your catalogue and add items, or add your own item with a name and a price. Change quantities, and add a discount or shipping if you need to. Then choose Continue to terms.
3

Choose how much is due now

Take the full amount or a deposit. Then choose Review link.
4

Check and send

The review step shows what the customer will see. Choose Send to followed by their name.
The link arrives as a WhatsApp message and opens a Square checkout. The money goes to your Square account. When the customer pays:
  • they get a message in the chat confirming the payment
  • whoever sent the link gets a notification under the bell and on their phone
  • the payment counts towards Sales through chat in Analytics.
To find chats with a link that is still unpaid, filter the list by Awaiting payment. See The Conversations screen. If no payment provider is connected, the send is refused and you are told to connect Square. See Payment links.

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Send a form

A form is a template with a form button. Send it like any other template: choose More actions, then Send template, and pick the form. The customer fills it in inside WhatsApp, and their answers appear in the conversation. See Forms and Form submissions.

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Send a location

1

Open the list of places

Choose More actions, then Send location.
2

Pick a place and send

Choose one of your saved places, then Send. It arrives as a pin the customer can open in their maps app.
If no places are saved yet, the dialog says so. An owner or admin adds them under Settings, General, in the Locations section: a name, the address to show under the pin, and a Google Maps link. A workspace can save up to 10 places.

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Bookings

There is no separate booking button in the reply box. If your business takes bookings through a form, send that form with Send template.