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Agent Guide: Get Started with BoldDesk WhatsApp (Twilio) Messaging

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WhatsApp, when integrated through Twilio, provides businesses with a reliable way to communicate with customers. Twilio enables sending and receiving messages, responding to queries, and sharing updates seamlessly within BoldDesk.

Receiving and Responding to WhatsApp Messages

Below is a detailed description of receiving and responding to WhatsApp messages.

How Conversations Work

  • Customer Initiation: A customer sends a message to your Twilio-registered WhatsApp number.

  • Conversation Trigger: The incoming message creates a new chat in BoldDesk.

  • Agent Response: Agents reply directly from BoldDesk; messages are delivered in real-time via Twilio.

    Chat_Window.png

Outbound Message Limits

  • Text: Up to 1600 characters.
  • Images: JPG, JPEG, PNG, WEBP (stickers only), max size 5 MB.
  • Audio: OGG (Opus codec), AMR, 3GP, AAC, MPEG, max size 16 MB.
  • Video: MP4 (H.264 video codec, AAC audio), max size 16 MB.
  • Documents: PDF, DOC, DOCX, PPTX, XLSX, max size 16 MB; filename/caption not allowed.

Session Window Rules

  • Each customer-initiated message opens a 24-hour session window.

  • During this window, you can send unlimited free-form messages (text, image, audio, etc.).

  • The 24-hour countdown resets with every new incoming message.

    Conversation_Expiring.png

Session Expiry

If no customer message is received within 24 hours:
* The session expires.
* To restart, send a pre-approved WhatsApp template message.
* Once the customer replies, a new 24-hour session begins.

Conversation_Expired.png

WhatsApp Messaging Limits on Twilio

  • Initial Limit: Up to 250 business-initiated conversations per 24 hours.
  • Increased Limits: Can scale to 1,000+ conversations as account quality improves.
  • Applies To: Only business-initiated messages using approved templates.
  • Customer-Initiated Conversations: Not restricted by these limits.

Supported Media Types in Twilio WhatsApp Messaging

Twilio supports multiple media formats for WhatsApp messaging:

Direction Supported Media Types
Customer → Business Text, Images, Videos, Audio, Documents, Location, Contact Cards, Stickers
Business → Customer Text, Images, Videos, Audio, Documents, Template Messages

Reply Limitations and Troubleshooting

If you cannot reply in BoldDesk, possible reasons include:

1. Session Ended

  • Brand linked to the conversation is inactive, deleted, or mismatched.

  • Fix: Activate the brand and ensure the Twilio account brand matches the conversation brand.

    Session_Ended.png

2. Integration Removed

  • WhatsApp integration via Twilio was deleted.
    Impact: Conversation becomes read-only.
    You can: View history and contact info.
    You cannot: Send or receive new messages.

    Integration_Removed.png

3. Account Deactivated

  • WhatsApp (Twilio) account is deactivated or deleted.

  • Fix: Reactivate the account or add a new one.

    Account_Deactivated.png

4. Session Expired

  • No customer message in the last 24 hours.

  • Fix: Send a pre-approved template message to restart the session.

    Conversation_Expired.png

Frequently Asked Questions (FAQs)

Q1: What happens when the 24-hour session expires?
You must send a pre-approved template message to restart communication.

Q2: Are customer-initiated messages limited?
No, limits apply only to business-initiated messages.

Q3: Can I send media files during a session?
Yes, supported formats include images, videos, audio, and documents.

Q4: What if my WhatsApp (Twilio) integration is removed?
Conversations become read-only; add a new integration to resume messaging.

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