Set up WhatsApp templates

Templates are ready-made WhatsApp messages, like a thank-you or a site visit reminder. Your team picks one, and the customer's name, their own name and your business name are filled in. This saves typing and keeps messages the same across the team.

Every new business starts with three templates: Thanks for your enquiry, Brochure and price list and Missed your call. You can change them or add your own.

Create or change a template

1. 1Step 1: Go to Settings → Pipeline and scroll to WhatsApp templates.
2. 2Step 2: Tap New template, or tap the pencil next to a template to change it.
3. 3Step 3: Give it a Name your team will recognise, like Site visit reminder.
4. 4Step 4: Write the Message. Tap Customer name, Your name or Business name under the message to add them where the cursor is.
5. 5Step 5: Check the Preview to see how it looks for a sample customer.
6. 6Step 6: Tap Save template.

• Customer name becomes the name saved on the lead.
• Your name becomes the name of the person sending the message.
• Business name becomes your business name from Business settings.

To remove a template, tap the bin icon next to it. Messages already sent are not affected. Only owners and admins can add, change or delete templates. Everyone can use them.

Where your team uses them

When someone taps WhatsApp on a lead, in Today, on the Leads list or on the lead page, they see your templates under Saved message, plus Blank message. They can change the text in the Message box, then tap Open WhatsApp.