How does WhatsApp Lite templates work in Borg Desk Workplace ERP
In Borg Desk Workplace ERP, the WhatsApp Lite Chat Reply Templates feature is a simplified yet powerful tool designed to automate and personalize business communication via WhatsApp—without requiring full WhatsApp Business API integration. Here's how it works:
WhatsApp Lite Chat Reply Templates in Borg Desk ERP
1. What is WhatsApp Lite in Borg Desk?
✅WhatsApp Lite is a lightweight communication tool built inside Borg Desk ERP for:
✅Sending quick replies to leads or clients
✅Automating reminders, greetings, and updates
✅Using predefined templates manually or semi-automatically
(No API approval or high-end integration needed)
2. Template Management Dashboard
Users can:
✅Create and edit message templates
✅Categorize by Applying Name/Label: Lead, Payment, Ticket, Promotion, etc.
✅Add dynamic placeholders like #Name, #Amount, #Due Date, etc. (You will find all available variables under User Guidance at the bottom of Manage Outgoing Templates under Tool Icon of every module.
✅Store templates in a shared library for all team members
3. Quick Access Inside Modules
✅Templates are accessible from tool icon on top >> Outgoing WhatsApp Templates & can be find inside every module like :
✅Lead/CRM Module – Send greetings, Welcome Messages, Target Reminders, follow-ups
✅Accounts Module – Send payment reminders or dues
✅Service Desk – Notify ticket updates
✅Task Force – Alert team on task status
>>Users simply select the contact → choose a template → preview → send via their connected WhatsApp Web/Desktop.
4. Semi-Automation with Smart Prompts
✅While it’s not fully automated like API-based systems, WhatsApp Lite:
✅Suggests best-fit templates based on activity
✅Enables users to send with 1 click after preview
✅Tracks when the message was sent and by whom
5. Template Logs & Controls
✅All messages sent using templates are logged under the contact’s activity timeline
✅Admins can control who can create/edit templates
✅Templates can be marked “Team Use” or “Private”
6. Why Lite Works for MSMEs
✅No API costs or approvals
✅Instant setup for any team member with WhatsApp Desktop
✅Low-tech barrier for staff
✅Perfect for internal CRMs, small teams & distributors
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