Message Sending Tool

The Message Sending Tool allows an Agent to proactively send messages to specific phone numbers based on a defined condition or instruction.

This tool is commonly used for notifications, alerts, internal handoffs, summaries, and operational follow-ups, extending the Agent’s reach beyond the active conversation flow.


🔎 What It Does

With Message Sending, an Agent can:

  • Send messages to specific phone numbers

  • Choose the destination dynamically from the conversation context

  • Notify internal teams or stakeholders

  • Trigger outbound messages based on instructions in the Agent’s logic

Unlike Follow Ups, this tool is not time-based by default — messages are sent immediately when the Agent decides to execute the tool.


⚙️ How the Tool Works

The Agent decides to use the Message Sending Tool based on its description and instructions.

At runtime:

  1. The Agent evaluates whether the condition to send a message is met.

  2. It determines who should receive the message:

    • Using predefined phone numbers, or

    • Inferring the phone number from the conversation context.

  3. It generates the message content according to the instructions you provided.

  4. The message is sent through the selected connection.


📞 WhatsApp Connection Rules (Important)

Official WhatsApp Connection

If you select an official WhatsApp connection, the destination phone number must be inside an active 24-hour conversation window.

This means:

  • The recipient must have interacted with the WhatsApp number within the last 24 hours.

  • If the window is closed, the message will not be delivered.

Non-Official Connection

If you need to send messages outside the 24-hour window, you must use a non-official WhatsApp connection.


📲 Predefined Phone Numbers vs Dynamic Discovery

Use Predefined Phone Numbers (Enabled)

When enabled:

  • You manually define one or more phone numbers.

  • All messages sent by this tool will go only to these numbers.

  • Ideal for:

    • Internal notifications

    • Admin alerts

    • Sales or support escalation messages

Dynamic Phone Number Discovery (Disabled)

When disabled:

  • The Agent determines the destination phone number automatically.

  • The number is inferred from the conversation context or instructions.

  • Ideal for:

    • Notifying the same user who is interacting with the Agent

    • Context-aware routing


✍️ Defining the Message Content

The message content is controlled entirely by prompt instructions.

You can:

  • Define a fixed message template, or

  • Instruct the Agent to dynamically generate the message.

Example Instruction

“When you create a support ticket, send a WhatsApp message to 11 984444444 containing:

  • A summary of the conversation so far

  • The user’s phone number as a clickable link in the format https://wa.me/55{{user_phone}}

In this case, the Agent:

  • Writes the message

  • Injects context dynamically

  • Sends it to the specified number


We strongly recommend using a dedicated phone number exclusively for outbound notifications.

Reasons:

  • Prevents reputation damage to primary WhatsApp numbers

  • Helps control outbound message volume

  • Reduces the risk of blocks or restrictions

  • Keeps operational messages isolated from customer conversations


🔮 Future Capabilities

In future releases, Message Sending will support:

  • Official WhatsApp templates approved by Meta


🧠 Best Practices

  • Be explicit in the tool description so the Agent knows when to use it

  • Avoid excessive outbound messages to protect number reputation

  • Prefer Message Sending for internal notifications, not user engagement flows

  • Use Follow Up instead when timing and delayed delivery matter


✅ Key Takeaway

The Message Sending Tool enables Agents to act beyond the conversation — notifying, alerting, and coordinating actions through outbound messages.

When combined with clear instructions and the right connection type, it becomes a powerful bridge between conversational intelligence and real-world operations.

Last updated