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Automations · 2 min read

Message templates

Automations send messages using pre-approved WhatsApp templates, so they're never blocked for using unapproved wording.

Why this matters

WhatsApp requires business messages to use approved templates. Automations rely on the same approved templates you manage under WhatsApp, SMS & Email — so a rule you build is only as reliable as the template behind it.

How it works

Pick an approved templateWhen building a rule, choose from templates already approved for your account.
Details fill in automaticallyClient name, appointment time, and similar details are inserted for you.

Keeping templates ready

  1. Check WhatsApp → Manage Templates

    Make sure the templates you need are approved and current.

  2. Select one when building a rule

    Available templates show up right in the automation editor.

  3. Re-approve if wording changes

    An expired template is the most common reason an automation quietly stops sending.

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