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Requirements for Using the Relay App

Discover the necessary requirements for using the Relay app, including account type and integrations needed for proactive messaging.

What are the requirements for using the Relay app?

To use the Relay app, you must meet certain requirements. You need a Zendesk Suite Pro or higher account and at least one integration with WhatsApp and/or SMS through Sunshine Conversations.

Additionally, you must be signed in as a Zendesk admin to complete the setup, and you need to activate Custom Objects. These prerequisites ensure that you can fully utilize the app's capabilities for proactive customer messaging.


More related questions

What is the Relay messaging app and how can it benefit my business?

The Relay messaging app by Zendesk Labs is a tool that allows businesses to proactively reach out to their end users via WhatsApp or SMS. This app enhances customer support by enabling proactive, engaging customer experiences. Relay is designed to…

How do I install the Relay messaging app?

Installing the Relay messaging app involves a few key steps to get started. First, ensure you have a Zendesk Suite Pro or higher account and the necessary integrations with WhatsApp or SMS via Sunshine Conversations. To install the app, navigate to…

How do I create a new message template in Relay?

Creating a new message template in Relay is a straightforward process. Start by navigating to the Relay Notifications screen and selecting 'Create'. You'll need to name your template, ensuring it's descriptive and unique. Choose the integrations…

How can I ensure my WhatsApp templates are approved?

To ensure your WhatsApp templates are approved, you need to follow specific guidelines. WhatsApp requires additional information for template approval, such as selecting the correct category and language. Make sure your template does not include…

What are the best practices for using the Relay app?

When using the Relay app, there are several best practices to follow for optimal results. Always send a test message to yourself to ensure everything works correctly, including links. Store end-user opt-in status on their user record and include…

How do I set up my audience for a Relay message?

Setting up your audience for a Relay message involves writing a query using Zendesk Advanced Search syntax. This step is crucial for targeting your audience correctly. Common data points for audience creation include user tags, custom user fields,…

What should I do if my WhatsApp message fails to send?

If your WhatsApp message fails to send, it might be due to the phone number format. Ensure the number includes the country code, has no empty spaces, and uses no special characters except the leading '+' sign. For example, a correct format would be…

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