Communication
Message templates
Each template is bound to the workflow rule that would send it, so a message inherits that rule's autonomy. Nothing here sends itself.
Templates
8 in use
- Sharing helper profilesemployer · whatsapp
- Asking for a documentemployer · whatsapp
- Proposing interview timesemployer · whatsapp
- Check-in — the householdemployer · whatsapp
- Check-in — the helperhelper · whatsapp
- Arrival briefingemployer · whatsapp
- Payment reminderemployer · email
- Replacement decisionemployer · whatsapp
Asking for a document
Sent when something is outstanding from the household. Only ever lists what they owe — never what the agency or the helper owes.
When something is outstanding from the household — send the document request.
Preview
Rendered against a real case, not a mock-up.
Hi Mr Kelvin Sim, John Lee here.
For MD-2026-00130 we are still waiting on: {{missing_documents}}.
Once that is in, the application can go forward. We are aiming for Rosalinda Cruz to start on 2026-10-20, and this is the only thing holding it up.This message must not be sent as it stands
No data for {{missing_documents}} on this case. A blank would be worse than a gap — the braces stay so nobody sends it by accident.
Fields this message merges
A field belonging to one side can never be merged into the other's message.
- {{employer_contact}}Who to address in the householdemployer onlyfilled
- {{consultant_name}}The consultant handling this householdfilled
- {{case_ref}}The case referencefilled
- {{missing_documents}}What is still outstanding from this partyempty
- {{helper_name}}The helperfilled
- {{target_deployment}}The expected start datefilled