Consent Management

When the SMS, WhatsApp senders are bidirectional (MT/MO), the platform can generate automated messages back to the users upon the reception of specific preprogrammed keywords.

To generate automatic response messages for a specific sender ID, click on the Edit icon located in the Actions column of the desired sender:

Once clicked, it will take you to the Sender Response section.

All of them provide an area to introduce the content for the response (SMS, WhatsApp) message that conforms to standard common sending and that will be sent by the platform under the following conditions for each response category:


Live Chat Connection

There are two main methods for an end user to interact with a live chat agent:

Using a Chatbot automation: In this method, you first set up a chatbot automation. You select the communication channel and configure specific keywords. These keywords will guide the chatbot to redirect the user to a live chat agent when triggered. This setup is suitable for semi-automated interactions where the chatbot handles initial inquiries before escalating complex issues to a live agent.

In this method, you first create a chatbot-type automation. Then, choose the channel through which the end user will communicate with the agent, and configure specific keywords. These keywords will guide the chatbot to redirect the user to a live chat agent when triggered. This setup is suitable for semi-automated interactions where the chatbot handles initial inquiries before escalating complex issues to a live agent, as shown in the following image:

For additional details on setting up a chatbot automation and integrating it with live chat, please refer to the Integrate Chatbot with Live Chat section.

Direct Communication: This method allows for a simpler interaction between the end user and the agent. By selecting the "Live Chat" checkmark associated with a specific sender, the end user can directly communicate with the agent. There's no need to configure a chatbot in advance.


For instance, if the admin chooses to use the WhatsApp sender ID "178273" exclusively for live chat, any messages sent by end users through this sender are instantly directed to the live chat agent, as shown in the following image:


Important Considerations for Enabling Live Chat:

  • Auto-Reply Restrictions: Once "Live Chat" is enabled, you cannot set up an auto-reply message.
  • Exclusive Use: The selected sender ID will be dedicated solely to live chat and cannot be used for other broadcasts or automations.
  • Channel Requirements: The SMS or WhatsApp channel must support bidirectional (MT/MO) communication.

Auto-Reply Message

This is the message sent to the Contacts when the message received by the platform does not include any of the predefined keywords. That is, you have the option of using the 'Auto-Reply Message' feature for all "non-match" keywords. For example, if the contact enters any keyword, the platform will send the Auto-Reply Message.

To use this feature, slide the toggle to the right, but first, you need to consider the following:

  • If any broadcast or automation has activated the 'Auto-Reply' function with the same sender number when the recipents (keywords sub-section) are defined, you won't be able to use this feature. To use it, you need to disable the 'Auto-Reply' from the automation that is already being used.

    To find out what type of automation is already using the 'Auto-Reply' function, first enter the auto-reply message, then slide the toggle to the right and click on the Save button, and a pop-up message will be displayed notifying you of the automation name and its ID.

Opt-Out Configuration

Shows the default Keywords for Contacts to use to stop receiving messages.

The figure below shows an example of the Opt-Out Configuration, with its default set of keywords, Stop, Cancel, Unsubscribe, and Quit, plus two additional keywords that have been added, End and Discontinue. These two last keywords were added by entering them at the end of the existing list under the Type to add a Keyword area and can be deleted, unlike the permanent default values.

Notice the area underneath for message entering. All options present an area for message entry.

Help Response Configuration

Shows the Keywords used by Contacts to request assistance

Join Response

Shows the Keywords used by Contacts to request to join the service.


Once you have set the desired Actions for MT messages and Keywords, select Save, and click on Back to return to the Preferences section.

For RCS, as well as WhatsApp, the communication channel is bidirectional by default.