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WhatsApp Templates

What are WhatsApp Templates?​

WhatsApp Templates are pre-approved message formats that you use to start conversations with your customers. Before you can send a message to someone who hasn't messaged you in the last 24 hours, you need an approved template.

Think of templates as ready-made letter formats — you design the message once, get it approved by WhatsApp, and then fill in the blanks (like customer name, order number, etc.) each time you send it.

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Screenshot: WhatsApp Templates under Messaging menu in the left sidebar
templates-section-sidebar.png
1. Log in to the portal as a tenant admin
2. Look at the left sidebar — expand the "Messaging" parent menu
3. Click on "WhatsApp Templates" under Messaging
4. Capture the sidebar showing Messaging → WhatsApp Templates highlighted
Save to: static/img/screenshots/templates/overview/templates-section-sidebar.png

Why do you need templates?​

WhatsApp requires businesses to use approved templates to:

  • Prevent spam — Only approved messages reach customers
  • Maintain quality — Messages must follow WhatsApp's content guidelines
  • Protect users — Customers only receive relevant, expected messages

How the process works​

1. You create a template in the portal
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2. WhatsApp reviews it (takes minutes to hours)
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3. If approved → You can use it to send messages
   If rejected → Edit and resubmit

What can you do in this section?​

ActionDescription
View TemplatesSee all your templates and their approval status
Create TemplateBuild a new message template from scratch
Use Template LibraryStart from a pre-built template
Edit TemplateModify an existing template
Clone TemplateMake a copy of a template and customize it
Change MediaUpdate images, videos, or documents in a template
Sync TemplatesPull the latest statuses from WhatsApp
Before you begin

Make sure your WhatsApp Business Account is connected to the portal. If you see an empty templates page and cannot create templates, contact your administrator.