WhatsApp Message Templates

This guide explains how to create new WhatsApp templates in your Meta account and use them in your agent to send WhatsApp messages.

Step 1: Create a WhatsApp Template in Your Meta Account

Note: Before creating a WhatsApp template, make sure your Meta Business account is connected and integrated to your VoiceHub account. If you don’t have it set up yet, follow our guide: Connect Your Meta Business Account.

WhatsApp templates are pre-approved message formats that allow your business to send structured messages to users. Each template can include a header, body, and footer, and you can use placeholders for personalized content.

Steps to create a template:

1. Go to Meta Business Manager and log in with your account credentials.

2. From the left-hand menu, select “WhatsApp Manager”

3. Navigate to "Message Templates"

   • Click “Manage Templates”

   • Click the “Create Template” button

4. Enter a template name, select a category (e.g., Transactional, Marketing), and choose a language.

5. Click “Submit” to send the template for approval.

Step 2: Use WhatsApp Message Templates in Your Agent

Once your template is approved in Meta, you can use it inside your agent to send WhatsApp messages.

1. In your agent workflow, select the SEND_WHATSAPP_MESSAGE_NODE.

1. In the node form:

   • Select a Meta Connection from your connected account list.

   • After selecting the Meta connection, choose a Phone Number from the phone numbers list linked to the selected Meta app.

   • Next, select a WhatsApp Message Template from the list of templates available for that phone number.

2. Once a template is selected, the form will display all of its parameters.

   • For each parameter, you can define its value as one of the following types:

     • Static

     • Extract Variable

     • Prompt

This configuration allows your agent to send personalized WhatsApp messages using pre-approved templates directly through Meta’s WhatsApp API.