Setup guide

Five minutes, no code. You need a Crisp workspace with the WhatsApp channel connected.

1. 1. Install the plugin

   Open the plugin on the Crisp Marketplace and click Install on the workspace whose WhatsApp number you want covered. Then open Plugins → WhatsApp Auto Re-engage → Settings.

2. 2. Create a WhatsApp API token

   In Crisp go to Plugins → WhatsApp → API Settings and generate a token. Copy both the identifier and the key (the key is shown only once). Paste them into the plugin settings and click Test connection: your approved templates should appear.

3. 3. Set the callback URL

   Still in the WhatsApp plugin's API Settings, paste the callback URL shown in the plugin settings. Crisp reports every template delivery result there, so failures are logged.

4. 4. Choose the template and its parameters

   Pick the approved template and the WhatsApp business number it is sent from. For each {{n}} placeholder choose what fills it: the visitor's first name, their full nickname, their phone, or fixed text. Add a fallback for when the visitor has no name.

5. 5. Send a test, then enable

   Use Send test with your own number to confirm the template goes out (this is a real, billed template). Then switch Auto-send on and save.

Behaviour options

Show in inbox as

“Message” shows the rendered template in the conversation. “Private note” keeps it hidden until the visitor replies.

Require a prior visitor message

Skip conversations where the visitor never wrote (typically wrong numbers). Recommended.

Cooldown

Minimum hours between two automatic templates on the same conversation.

Default country code

Applied to phones stored in local format (leading 0).

Auto-resolve

Resolve the conversation right after the template is sent.