> ## Documentation Index
> Fetch the complete documentation index at: https://chatbase.co/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# WhatsApp Templates

> Learn how to create WhatsApp message templates in WhatsApp Manager and send them to customers from the Chatbase Helpdesk.

WhatsApp message templates are pre-approved messages required by Meta to contact customers outside the 24-hour conversation window. When a customer hasn't messaged you in the last 24 hours, you must use an approved template to re-initiate the conversation.

Chatbase supports **Utility**, **Authentication**, and **Marketing** templates. Utility and Authentication templates can be sent from the Helpdesk, while Marketing templates are available for [Outbound Campaigns](/user-guides/chatbot/outbound-campaigns).

<Info>
  Before you begin, make sure you have already connected your WhatsApp integration. If you haven't, follow the [WhatsApp integration setup guide](/user-guides/integrations/whatsapp) first.
</Info>

## Prerequisites

* A connected WhatsApp integration in Chatbase ([setup guide](/user-guides/integrations/whatsapp))
* Access to [WhatsApp Manager](https://business.facebook.com/wa/manage/message-templates/)
* An approved WhatsApp Business Account

## Part 1: Creating a Template in WhatsApp Manager

1\. Navigate to [WhatsApp Manager](https://business.facebook.com/wa/manage/message-templates/) and open **Message Templates**.

<Frame>
  <img src="https://mintcdn.com/chatbase/QRzUu31T0Hw8fzLf/user-guides/integrations/images/whatsapp-templates/meta-1-message-templates.png?fit=max&auto=format&n=QRzUu31T0Hw8fzLf&q=85&s=c2c2a997fddc580927e2823cd8106745" alt="WhatsApp Manager Message Templates page" width="1481" height="781" data-path="user-guides/integrations/images/whatsapp-templates/meta-1-message-templates.png" />
</Frame>

2\. Click **Create Template**.

<Frame>
  <img src="https://mintcdn.com/chatbase/QRzUu31T0Hw8fzLf/user-guides/integrations/images/whatsapp-templates/meta-2-create-template.png?fit=max&auto=format&n=QRzUu31T0Hw8fzLf&q=85&s=9c67f83893e7ccd45eb25d3b3ca401e5" alt="Click Create Template" width="1481" height="781" data-path="user-guides/integrations/images/whatsapp-templates/meta-2-create-template.png" />
</Frame>

3\. Choose a template category:

* **Utility** — for order updates, account notifications, and transaction confirmations
* **Authentication** — for verification codes and login confirmations

<Frame>
  <img src="https://mintcdn.com/chatbase/QRzUu31T0Hw8fzLf/user-guides/integrations/images/whatsapp-templates/meta-3-choose-category.png?fit=max&auto=format&n=QRzUu31T0Hw8fzLf&q=85&s=f4cb052fcf538e942cd32c18bfa44d6b" alt="Choose template category" width="1479" height="923" data-path="user-guides/integrations/images/whatsapp-templates/meta-3-choose-category.png" />
</Frame>

<Info>
  **Utility** and **Authentication** templates can be used in both the Helpdesk and Outbound Campaigns. **Marketing** templates are available for [Outbound Campaigns](/user-guides/chatbot/outbound-campaigns) only.
</Info>

4\. Enter a name for your template and select the language.

<Frame>
  <img src="https://mintcdn.com/chatbase/QRzUu31T0Hw8fzLf/user-guides/integrations/images/whatsapp-templates/meta-4-name-and-language.png?fit=max&auto=format&n=QRzUu31T0Hw8fzLf&q=85&s=2e82be59e2bf4256447455520cebb710" alt="Enter template name and select language" width="1471" height="629" data-path="user-guides/integrations/images/whatsapp-templates/meta-4-name-and-language.png" />
</Frame>

5\. Write your template body text. Keep it plain text — variables are not supported.

<Frame>
  <img src="https://mintcdn.com/chatbase/QRzUu31T0Hw8fzLf/user-guides/integrations/images/whatsapp-templates/meta-5-body-text.png?fit=max&auto=format&n=QRzUu31T0Hw8fzLf&q=85&s=9261966cf48774f38c60955bc14271c9" alt="Write template body text" width="1471" height="850" data-path="user-guides/integrations/images/whatsapp-templates/meta-5-body-text.png" />
</Frame>

6\. Click **Submit for Review**.

<Frame>
  <img src="https://mintcdn.com/chatbase/QRzUu31T0Hw8fzLf/user-guides/integrations/images/whatsapp-templates/meta-6-submit-review.png?fit=max&auto=format&n=QRzUu31T0Hw8fzLf&q=85&s=b9ff34ecddd4ad06c4f3a9de129a2f3e" alt="Submit template for review" width="1481" height="1343" data-path="user-guides/integrations/images/whatsapp-templates/meta-6-submit-review.png" />
</Frame>

<Info>
  Meta reviews templates before they can be used. The review usually takes a few minutes, but can take longer. Your template must be approved before it appears in Chatbase.
</Info>

<Frame>
  <img src="https://mintcdn.com/chatbase/QRzUu31T0Hw8fzLf/user-guides/integrations/images/whatsapp-templates/meta-7-submit-review.png?fit=max&auto=format&n=QRzUu31T0Hw8fzLf&q=85&s=bd3a30938868fbcf0249dd3dafced851" alt="Submit template for review" width="1485" height="893" data-path="user-guides/integrations/images/whatsapp-templates/meta-7-submit-review.png" />
</Frame>

<Tip>
  To improve your chances of approval, keep your message clear and concise, avoid promotional language, and clearly specify the transactional or authentication purpose of the template.
</Tip>

<Warning>
  Meta charges fees for each template message sent. Fees vary by country and template category. See [Meta's WhatsApp pricing](https://developers.facebook.com/docs/whatsapp/pricing) for current rates.
</Warning>

## Part 2: Sending a Template from Helpdesk

Once your template is approved in Meta, you can use it to message customers from the Chatbase Helpdesk.

1\. Open the **Helpdesk** inbox.

<Frame>
  <img src="https://mintcdn.com/chatbase/QRzUu31T0Hw8fzLf/user-guides/integrations/images/whatsapp-templates/helpdesk-1-inbox.png?fit=max&auto=format&n=QRzUu31T0Hw8fzLf&q=85&s=4c6f67613a624275424211af5b3c72b6" alt="Helpdesk inbox" width="257" height="481" data-path="user-guides/integrations/images/whatsapp-templates/helpdesk-1-inbox.png" />
</Frame>

2\. Navigate to or open a conversation with the contact you want to message.

<Frame>
  <img src="https://mintcdn.com/chatbase/QRzUu31T0Hw8fzLf/user-guides/integrations/images/whatsapp-templates/helpdesk-2-conversation.png?fit=max&auto=format&n=QRzUu31T0Hw8fzLf&q=85&s=c715265a314100d9b7dde4bbb0e2c20a" alt="Open a conversation with a contact" width="1427" height="442" data-path="user-guides/integrations/images/whatsapp-templates/helpdesk-2-conversation.png" />
</Frame>

3\. When the 24-hour reply window has closed, you'll see a notice that sending messages is no longer allowed. Click **Choose template** to send a pre-approved message template.

<Frame>
  <img src="https://mintcdn.com/chatbase/QRzUu31T0Hw8fzLf/user-guides/integrations/images/whatsapp-templates/helpdesk-3-select-template.png?fit=max&auto=format&n=QRzUu31T0Hw8fzLf&q=85&s=ab6878809ff2c4b2d2ad689652505153" alt="Select option to send a WhatsApp template" width="787" height="222" data-path="user-guides/integrations/images/whatsapp-templates/helpdesk-3-select-template.png" />
</Frame>

4\. Browse and select from your list of approved templates.

<Frame>
  <img src="https://mintcdn.com/chatbase/QRzUu31T0Hw8fzLf/user-guides/integrations/images/whatsapp-templates/helpdesk-4-browse-templates.png?fit=max&auto=format&n=QRzUu31T0Hw8fzLf&q=85&s=dc0b91999b09a9d8b3bbef284e6fd837" alt="Browse and select an approved template" width="928" height="666" data-path="user-guides/integrations/images/whatsapp-templates/helpdesk-4-browse-templates.png" />
</Frame>

5\. Preview the template content.

<Frame>
  <img src="https://mintcdn.com/chatbase/QRzUu31T0Hw8fzLf/user-guides/integrations/images/whatsapp-templates/helpdesk-5-preview.png?fit=max&auto=format&n=QRzUu31T0Hw8fzLf&q=85&s=2f02028fb93ada57dc45c9c11a983516" alt="Preview the template content" width="780" height="236" data-path="user-guides/integrations/images/whatsapp-templates/helpdesk-5-preview.png" />
</Frame>

6\. Click **Send**.

<Frame>
  <img src="https://mintcdn.com/chatbase/QRzUu31T0Hw8fzLf/user-guides/integrations/images/whatsapp-templates/helpdesk-6-send.png?fit=max&auto=format&n=QRzUu31T0Hw8fzLf&q=85&s=778ea97ff99d5182113c512d079b8868" alt="Send the template message" width="789" height="396" data-path="user-guides/integrations/images/whatsapp-templates/helpdesk-6-send.png" />
</Frame>

<Info>
  **Understanding the 24-hour window:** WhatsApp allows free-form messaging only within 24 hours of the customer's last message. After that window expires, you must use an approved template to re-initiate the conversation. Once the customer replies, the 24-hour window resets and you can send free-form messages again.
</Info>

<Warning>
  Make sure you have added a payment method in your [Meta billing settings](https://business.facebook.com/billing_hub). Without a payment method, template messages may fail to send.
</Warning>

## Troubleshooting

* **Template not appearing in Chatbase?** Check that the template has been fully approved in Meta. For the Helpdesk, only Utility and Authentication templates appear. Marketing templates are available in [Outbound Campaigns](/user-guides/chatbot/outbound-campaigns).
* **Message failed to send?** Ensure the contact has a valid WhatsApp phone number and that you have a payment method configured in your [Meta billing settings](https://business.facebook.com/billing_hub).
