Templates

Manage pre-approved WhatsApp templates for proactive messaging.

Purpose

Templates support structured outbound messages where WhatsApp policy requires pre-approved formats.

Typical use cases

  • Transactional updates.
  • Service notifications.
  • Appointment confirmation and reminders (map appointment_date, appointment_time, and meet_url to Appointment field — these fill from the booking in calendar workflows, not Inbox).

Best practices

  • Keep templates concise and clear.
  • Align naming with business use cases for easier team adoption.
  • WhatsApp variable names can only use lowercase letters, numbers, and underscores ({{appointment_time}}, not {{appointment.time}}).