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Chat templates

Learn how to create and use templates when chatting to customers.

Updated over 2 months ago

Remember you can only freely chat with users inside of the 24 hour window. See 🗣️Conversation types for more information.

Creating templates

You can streamline your customer service by sending templates for frequently used responses. These, plus update templates (need approval, can be send outside of 24hr window) can be created in Studio.

To do so;

  1. Go to Studio → New Template

  2. Give your template a name and assign a category (think of category as the folder). Select Next:

3. Choose your template type and select Create

Service Template doesn’t need approval from WhatsApp and can be sent freely within the 24 hour window. Marketing, Utility and Authentication does need approval and can be sent outside of the 24 hour window.

Note: update templates have the additional option of including a CTA and coupon code button. Keep this in mind when making your selection

4. Build your message template. See Message template formats for specs

5. If creating an update template (so you selected Marketing, Utility or Authentication) make sure you submit it to WhatsApp for approval. You won’t be able to send the message until it’s approved.

Sending templates

Can send both templates and update templates.

Must send an update template to restart the conversation.

Here’s how you send templates (you’ll need to confirm you understand update templates incur cost when sending these types of messages)

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