Templates

Templates help standardize customer communication on WhatsApp. All templates require approval before use and ensure consistent, compliant, and structured messaging.

1. How to create template?

To create a new WhatsApp message template, click on the search bar at the top center of the dashboard, navigate to the Templates section, and select ‘Add Template’ to begin.

Overview of template: Templates: View and manage all message templates. (Current screen) Filters & Controls

• Search by name: Find templates instantly.

• Category filter: Filter templates (e.g., Marketing Conversations, Utility, Authentication).

• Status filter: Filter by Approved, Pending, Rejected, etc.

• View toggle: Switch between list and grid view.

• Template Library: Access pre-built templates.

• + Add Template: Create a new WhatsApp template.

• Sync: Refresh and sync template status with WhatsApp.