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WhatsApp Templates

The WhatsApp Templates feature in Agent Studio allows businesses to create, manage, and automate the sending of standardized messages through WhatsApp. Templates streamline communication by ensuring that each message is consistent, personalized, and timely. These templates can be used in various business processes such as customer support, notifications, task assignments, and marketing campaigns.

With the WhatsApp Templates feature, businesses can reduce the time spent on crafting individual messages, improve response times, and maintain professional communication across all interactions.

  • Create New WhatsApp Templates: Easily build new WhatsApp templates using dynamic fields for personalization (e.g., {user_name}, {otp_code}, {expiry_time}).
  • View and Edit Templates: Quickly view, test, and edit your existing WhatsApp templates to ensure they meet your communication requirements.
  • Search and Filter: Use the search and filter functionalities to locate specific templates based on name, date, or content.
  • Delete Templates: Remove outdated or unnecessary templates from your list.
  • Test Templates: Test templates with the Test Spark feature to ensure they appear correctly before sending.

Managing WhatsApp Templates​

Here’s how you can efficiently create, edit, and manage your WhatsApp templates:

1. Create a New WhatsApp Template​

To create a new WhatsApp template:

  • Navigate to the WhatsApp Templates section within Agent Studio.
  • Click the New WhatsApp Template button to open the template creation interface.
  • Provide a Template Name (e.g., OTP Message, Welcome Notification, Task Assignment).
  • Enter the Message content. You can use dynamic fields (e.g., {user_name}, {otp_code}, {expiry_time}) to personalize the messages.
  • Save your template for future use.

Example of a WhatsApp Template:

Dear {user_name},

Your OTP for logging into {application_name} is {otp_code}. The OTP is valid for the next {expiry_time} minutes.

If you did not request this, please ignore this message.

Thank you,
{application_name} Team

2. Edit an Existing WhatsApp Template​

To modify an existing WhatsApp template:

  1. In the WhatsApp Templates section, locate the template you want to edit.
  2. Click the Edit button next to the template to open the template editor.
  3. Make the necessary changes to the message, dynamic fields, or template name.
  4. Once updated, click Save to apply the changes.

3. Delete a WhatsApp Template​

To remove a WhatsApp template:

  1. In the WhatsApp Templates section, select the template you wish to delete.
  2. Click the Delete button. You will be prompted to confirm the deletion, ensuring no accidental removal.
  3. Be careful as this action is irreversible.

4. Search and Filter Templates​

To locate a specific WhatsApp template:

  • Use the Search Bar at the top of the WhatsApp Templates page to search for templates by name, description, or dynamic fields.
  • Use the Filter options to sort templates based on creation date, last modified date, or usage status (active/inactive). This makes it easier to manage large numbers of templates.

Previewing and Testing WhatsApp Templates​

Before saving and using any WhatsApp template, it’s essential to test and preview how it will appear when sent in a live environment. You can use the Test Spark feature to preview your message and ensure the dynamic fields are correctly replaced with real data.

To test your WhatsApp template:

  1. Click on the Test Spark button next to your template.
  2. Input sample values for dynamic fields (e.g., {user_name}, {otp_code}) to see how the template will look when sent.
  3. Adjust the template based on the preview to ensure it displays correctly.

Template Actions​

Each WhatsApp template comes with several actions you can perform directly from the template list:

  • View: Preview the template to see how it will look in a live WhatsApp conversation. This allows you to test the template's format and dynamic fields.
  • Edit: Modify the template’s content, dynamic fields, or other settings as needed. Click Save to apply the changes.
  • Delete: Permanently remove a template from your list. Confirm the action to avoid accidental deletions.

Best Practices for Using WhatsApp Templates​

  • Clear and Concise Messaging: Keep the message short and to the point, especially since WhatsApp is often used for quick communication.
  • Personalization: Use dynamic fields to tailor messages to each recipient. For example, include {user_name} to make the message more personalized.
  • Test Before Use: Always test your templates before using them in a live environment. Use the Test Spark feature to ensure everything is functioning properly.
  • Keep Templates Organized: Use categories or tags to organize your templates for easier management. This is especially important when you have a large number of templates.
  • Compliance: Ensure that your WhatsApp templates comply with WhatsApp’s policies regarding promotional messages, opt-in/opt-out consent, and other communication guidelines.

Benefits of WhatsApp Templates​

  • Efficiency: Automate repetitive messages to save time and effort, while ensuring each communication follows a consistent format.
  • Consistency: Maintain consistent messaging across all communication, ensuring that all users receive the same high-quality information.
  • Personalization: Use dynamic fields to tailor the message to each individual recipient, improving engagement and user experience.
  • Scalability: Use templates across multiple workflows and projects to scale your WhatsApp communications without sacrificing quality.

Summary​

The WhatsApp Templates feature in Agent Studio enables businesses to automate communication workflows efficiently. By creating standardized templates, you can reduce manual efforts, improve response times, and ensure consistent messaging. Whether you are sending OTPs, task assignments, or welcome messages, WhatsApp Templates allow you to optimize communication and improve business processes.

Key Sections:​

  1. Creating, Editing, Deleting Templates: Clear instructions on how to manage WhatsApp templates.
  2. Preview and Testing: Ensure that the templates are working as expected using the Test Spark feature.
  3. Best Practices: Tips on improving template efficiency and effectiveness, like personalization and clear communication.
  4. Template Actions: Overview of what actions you can take with each template (view, edit, delete).
  5. Benefits: Highlight the advantages of using templates in WhatsApp communication for businesses.