A photo can answer “Which clip goes here?” faster than a paragraph. A link is easier to maintain when you expect the instructions to change. Choose the format based on what the customer needs to do next.
Use the shortest useful attachment
For a setup question, send a single labelled photo and explain what to look for. For an ongoing issue, link to the guide that matches the product version. For an order-specific file, confirm who you are talking to and share only the information they need. Keep payment collection on your normal secure checkout.
Check the preview and the link
Send the reply to a test number. Look at it on a small screen and check what someone sees before they tap. If the file is hard to read, send the most useful instruction in the message body too. If the link leads to an account page, make sure the customer knows what they need to sign in.
Pick an approved template when required
Check whether the customer service window is open. If it has closed, review the approved template and the kind of header or link it accepts. Test the exact template you will use before connecting it to an automation.
Use the WhatFlow template guide for the editor and approval workflow.
Sources and demonstration notes
Sources checked November 9, 2026.
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