[{"data":1,"prerenderedAt":456},["ShallowReactive",2],{"shell":3,"article:settings-whatsapp-templates":33},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":34,"kind":35,"href":36,"icon":37,"title":38,"description":39,"level":40,"status":41,"verification":42,"reviewedAt":43,"videoStatus":44,"productLocation":45,"settingsCategory":46,"topic":47,"html":50,"toc":51,"shots":71,"related":79,"paths":92,"videos":93,"sidebar":94},"settings-whatsapp-templates","guide","\u002Fguides\u002Fsettings-whatsapp-templates","message-circle","WhatsApp Templates","Prepare reusable wording for WhatsApp conversations. These templates help the team start from consistent content; they do not connect a WhatsApp account…","intermediate","published","browser-observed-read-only","2026-11-04","planned","Settings → Templates → WhatsApp Templates","Templates",{"slug":31,"title":48,"href":49},"Settings","\u002Ftopics\u002Fsettings","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>Prepare reusable wording for WhatsApp conversations. These templates help the team start from consistent content; they do not connect a WhatsApp account, choose a recipient, or deliver a message by themselves.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Cfigure class=\"see shot\" data-shot-figure=\"settings-communication-whatsapp-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"settings-communication-whatsapp-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: WhatsApp Templates page in Templates, with filters, Fill with AI, New Template and an empty template list.\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fsettings-communication-whatsapp-desktop.jpg\" alt=\"WhatsApp Templates page in Templates, with filters, Fill with AI, New Template and an empty template list.\" width=\"1920\" height=\"873\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The WhatsApp Templates page, where you select New Template or Create the first one. No templates exist yet.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"settings-communication-whatsapp-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"box box-prereq\" data-section=\"before-you-start\">\u003Cp class=\"box-label\" aria-hidden=\"true\">\u003Cspan class=\"box-icon\">\u003C\u002Fspan>\u003C\u002Fp>\u003Ch2 id=\"before-you-start\">Before you start\u003C\u002Fh2>\u003Cp>You need access to the template workspace. Actual messaging needs the intended WhatsApp integration connected and an authorized recipient or group. Do not treat a template appearing in the list as proof that the provider has approved it or that the channel is ready.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"review-and-edit\">\u003Ch2 id=\"review-and-edit\">Review and edit\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>Open \u003Cstrong>Settings → Templates → WhatsApp Templates\u003C\u002Fstrong> and select an existing item. Read its description and usage settings before modifying a template another workflow may use.\u003C\u002Fli>\n\u003Cli>Choose \u003Cstrong>New Template\u003C\u002Fstrong> for a distinct message purpose. In the creation panel, review \u003Cstrong>Start From\u003C\u002Fstrong> if copying an existing template, then set \u003Cstrong>Template Name\u003C\u002Fstrong> and \u003Cstrong>Description\u003C\u002Fstrong> so teammates know when to use it.\u003C\u002Fli>\n\u003Cli>Check \u003Cstrong>Type\u003C\u002Fstrong> and \u003Cstrong>Module\u003C\u002Fstrong>. Write the message under \u003Cstrong>Content\u003C\u002Fstrong>. Keep one clear purpose, identify the business appropriately, and review every placeholder rather than assuming all lead fields are present.\u003C\u002Fli>\n\u003Cli>Inspect \u003Cstrong>AI Instructions\u003C\u002Fstrong> separately from the message. If using a rewrite or generation option, read the resulting text before saving; generated content is not automatically approved for use.\u003C\u002Fli>\n\u003Cli>Select \u003Cstrong>Create Template\u003C\u002Fstrong> for a new item or \u003Cstrong>Save Changes\u003C\u002Fstrong> when editing. Reopen it and confirm the saved content and intended channel.\u003C\u002Fli>\n\u003C\u002Fol>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"check-the-result\">\u003Ch2 id=\"check-the-result\">Check the result\u003C\u002Fh2>\u003Cp>Success here means the correct reusable message exists. Before an eventual authorized message, inspect the actual destination, whether it is a person or a group, the selected account, and the final personalized content in the communication workflow.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Cdetails class=\"accordion\" data-section=\"if-something-goes-wrong\">\u003Csummary>\u003Ch2 id=\"if-something-goes-wrong\">If something goes wrong\u003C\u002Fh2>\u003Cspan class=\"acc-hint\">Troubleshooting\u003C\u002Fspan>\u003C\u002Fsummary>\u003Cdiv class=\"accordion-body\">\u003Cp>If a template is missing from a later workflow, check its channel and Module before creating another. If WhatsApp is disconnected, review the connection under Apps rather than editing the template repeatedly. An uncertain save should be checked by reopening the item. Provider acceptance and device receipt remain separate checks; neither was tested in this documentation session.\u003C\u002Fp>\u003C\u002Fdiv>\u003C\u002Fdetails>\n\u003Cdetails class=\"accordion\" data-section=\"related-guides\">\u003Csummary>\u003Ch2 id=\"related-guides\">Related guides\u003C\u002Fh2>\u003Cspan class=\"acc-hint\">More guides\u003C\u002Fspan>\u003C\u002Fsummary>\u003Cdiv class=\"accordion-body\">\u003Cp>\u003Ca href=\"\u002Fguides\u002Fcommunication\">Communication\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fsettings\">Settings overview\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fdiv>\u003C\u002Fdetails>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cp>The screenshot for this guide is shown above, under “What you’ll see”.\u003C\u002Fp>\u003C\u002Fsection>",[52,56,59,62,65,68],{"id":53,"text":54,"depth":55},"before-you-start","Before you start",2,{"id":57,"text":58,"depth":55},"review-and-edit","Review and edit",{"id":60,"text":61,"depth":55},"check-the-result","Check the result",{"id":63,"text":64,"depth":55},"if-something-goes-wrong","If something goes wrong",{"id":66,"text":67,"depth":55},"related-guides","Related guides",{"id":69,"text":70,"depth":55},"screenshots","Screenshots",{"settings-communication-whatsapp-desktop":72},{"id":73,"src":74,"alt":75,"caption":76,"width":77,"height":78},"settings-communication-whatsapp-desktop","\u002Fmedia\u002Fscreenshots\u002Fsettings-communication-whatsapp-desktop.jpg","WhatsApp Templates page in Templates, with filters, Fill with AI, New Template and an empty template list.","The WhatsApp Templates page, where you select New Template or Create the first one. 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