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Proactive WhatsApp as an agent tool

Include proactive messaging in agent workflows with the channel and template configuration appropriate to service.

Prepared on Oct 28, 2026 · 1 min

Change identified in code:

Feature identified in the platform code in October 2026. Availability depends on the deployed version, permissions and environment connectors. Contact Zild if it is not visible yet.

What changed

Include proactive messaging in agent workflows with the channel and template configuration appropriate to service.

How to use it

Configure the proactive WhatsApp tool on the agent, associate the channel and review required conversation data. Validate the template, variables and destination with an authorized contact before using it in production.

Limits and prerequisites

Sending depends on the provider, enabled channel and applicable template rules. Having the tool is neither authorization for indiscriminate messaging nor confirmation of delivery.

Validate in your operation

Verify destination, variables, sending result and queue continuity. Define an explicit business condition for sending and a human path for delivery failures.

Retrospective edition 2026-W44. The week identifies this collection’s editorial organization; the text was prepared on the date shown above.

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