WhatsApp Templates

How to Create WhatsApp Template Messages in Chatzy AI

Hey there! Welcome to this guide, where you will learn how to create WhatsApp template messages in Chatzy AI.

Before moving forward, make sure you have connected your WhatsApp number to Chatzy AI and it is visible under Channels → WhatsApp.

If not, please check the previous tutorial video before proceeding.

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Step 1: Navigate to Message Templates

• Go to the Message Templates section of Chatzy AI.
• Select the WhatsApp channel to view your existing templates and their approval status.
• If you haven’t created any templates yet, this page will be empty.
• Click on the + Create Template button to start creating a new template.

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Step 2: Select the Right Category

WhatsApp requires you to choose a category for each template. This defines its purpose:

Category	Purpose
Authentication	One-time passwords (OTPs), login verification.
Utility	Transactional updates: order confirmations, account updates, reminders.
Marketing	Promotional content, sales announcements, brand awareness.

💡 Tip: Choosing the correct category is essential. Selecting the wrong one may lead to rejection by Meta.
Marketing templates usually cost more to send. For pricing details, visit the Pricing page on Chatzy AI.

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Step 3: Add Basic Information

• Template Name → Pick a unique and easy-to-identify name.
• Language → Choose the language of your message.
• Decide if the template will contain text only or media.

If adding media (image, video, or document):

• Select the media type in the Header dropdown and upload your file.
• The uploaded media is only for preview. You will need to upload it again while sending campaigns.

You can also add text in the header. Header text appears in bold at the top.

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Step 4: Write the Message

• Body → This is the main message content. Supports emojis, bold, and italic text.

• Keep it short and engaging for better delivery rates.

• Footer (optional) → Use it for greetings or less prominent info.

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Step 5: Add Interactivity with Buttons

Buttons make your template interactive:

Button Type	Action
Quick Reply	Lets users reply with predefined options directly in WhatsApp.
Call to Action (CTA)	Takes users to a webpage or initiates a phone call.

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Step 6: Use Variables for Personalization

Variables let you insert dynamic, user-specific details like names, order numbers, or dates.

• Add variables in the Header (Text type) or Body using double curly brackets.
• Example: {{1}}, {{2}} for multiple placeholders.
• Add sample values for each variable to help Meta understand and approve your template faster.

⚠️ These sample values are for demonstration only. You must provide real values when sending campaigns.

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Step 7: Review & Submit

Once everything looks good in the preview:

• Click Create to submit your template.
• Meta usually approves templates within a few seconds, but it may take up to 24 hours.
• Refresh the page to check the template’s status.

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✅ Final Tips

• Follow WhatsApp’s template guidelines strictly.
• Submitting promotional language under Utility or Authentication categories may cause rejection.

Creating engaging and effective WhatsApp template messages in Chatzy AI is that simple.
Get started today to enhance your customer communication effortlessly!