Octopods

Tarek Khalil

Send proactive messages from Intercom, HubSpot, Reach, or the API.

Proactive Messaging

Proactive messaging is sending an outbound message to a customer before they've messaged you — confirmations, reminders, notifications.

What is Proactive Messaging?

Compare the ways to send proactive messages — Intercom, HubSpot, Reach, API, broadcasts — and pick the one that fits your workflow.

Choosing a Proactive Messaging Method

Not every channel supports proactive messaging. This article lists the channels that do and the kind of content each one accepts.

Supported Channels for Proactive Messaging

Every proactive send offers a "start conversation" option — turn it on when you want replies in your CRM, off for one-way notifications.

Understanding the Start Conversation Option

Understand proactive messaging methods, supported channels, and start-conversation behavior.

Proactive Messaging Overview

Send a free-text SMS or WhatsApp message to any user or lead directly from an Intercom conversation, without leaving the Inbox.

Sending Proactive SMS and WhatsApp Messages from Intercom

Send an approved WhatsApp template from the Intercom sidebar — useful when the 24-hour session is closed or you need pre-approved wording.

Sending WhatsApp Template Messages from Intercom

Send an approved Viber Business Messages (VBM) template to a user or lead from the Intercom conversation sidebar.

Sending VBM Template Messages from Intercom

Review the most recent proactive messages sent to a contact and check delivery status — all from the Intercom conversation sidebar.

Viewing Proactive Message History in Intercom

Send proactive SMS, WhatsApp, VBM, and interactive messages from Intercom.

Sending from the Intercom Inbox App

Use the Octopods extension cards inside HubSpot to send a one-off SMS or WhatsApp message to a contact without leaving the HubSpot record.

Sending Proactive Messages from HubSpot

Trigger SMS or WhatsApp messages automatically from HubSpot workflows — confirmations, reminders, follow-ups, without manual work.

Automating Proactive Messages with HubSpot Workflows

Check whether a proactive message sent from HubSpot reached the recipient, and review recent messages sent to any phone number.

Tracking Proactive Message Delivery in HubSpot

Send proactive messages directly from HubSpot.

Sending from HubSpot

Send a pre-approved WhatsApp template to the customer whose profile you have open — from the Reach browser extension side panel.

Sending Proactive WhatsApp Messages from Reach

Send a free-text SMS from the Reach browser extension without having to switch tabs or craft a template.

Sending Proactive SMS Messages from Reach

Reach's contact search lets you send a proactive message to any contact — even when your CRM is not on that contact's record.

Searching for Contacts and Sending Messages

Send proactive WhatsApp and SMS messages from the Reach extension.

Sending from the Reach Extension

Send proactive WhatsApp, SMS, and Viber Business Messages (VBM) from your own code by calling Octopods's messaging APIs over HTTPS.

API Overview and Authentication

Send a pre-approved WhatsApp template to any phone number over HTTPS, from any backend that can make a POST request.

Sending WhatsApp Template Messages via API

Send a free-text SMS to any phone number by calling Octopods's SMS endpoint from your own code.

Sending SMS Messages via API

Send an approved Viber Business Messages (VBM) template by calling Octopods's VBM endpoint from your own code.

Sending VBM Template Messages via API

Send Telegram interactive messages — inline keyboards, custom reply keyboards, and reply highlights — over HTTPS from any backend.

Sending Telegram Interactive Messages via API

Poll the status of a proactive message you sent through the API so your system knows whether it reached the recipient.

Checking Message Delivery Status

Retrieve a history of WhatsApp proactive messages sent from a channel so you can audit, reconcile, or export them.

Listing Sent Messages

Use APIs to send proactive WhatsApp, SMS, VBM, and Telegram messages.

Proactive Messaging via API

Learn what each delivery status means and how to read it consistently across the Intercom Inbox App, the HubSpot extension, Reach (Intercom

Understanding Message Delivery Status

Diagnose and fix proactive messages that end up in a `FAILED` state, whether they failed at validation, at Octopods, or at the provider.

Troubleshooting Failed Proactive Messages

Track proactive message delivery and troubleshoot failed sends.

Message Delivery and Tracking

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