AI glossary · Integration
WhatsApp message templates
In one sentence
WhatsApp message templates are messages in a format pre-approved by Meta that a business sends through the WhatsApp Business API to start a conversation or to write outside the 24-hour customer service window.
Also known as: WhatsApp templates · WhatsApp message template · WhatsApp template messages
On WhatsApp, a business can’t send whatever it likes whenever it likes. The rule protects users from spam and means that, to start a conversation, you have to use messages that have been checked first. Those messages are templates.
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See the WhatsApp agentWhat are WhatsApp message templates?
They’re predefined texts that a business registers in its API account (its WABA) and that Meta reviews before they can be used. They can include variables, such as the customer’s name or the appointment time, plus optional parts: a header with an image or document, a footer, and quick-reply or link buttons.
Meta sorts them into three categories:
| Category | What it’s for | Example |
|---|---|---|
| Marketing | Promotions, news, winning customers back | ”This week only: 20% off car servicing” |
| Utility | Updates on something the customer asked for or bought | ”Your appointment is on Thursday at 10:00” |
| Authentication | One-time codes to verify identity | ”Your code is 482913” |
The category matters because it sets the price Meta charges for each delivered template, which also depends on the recipient’s country. Current rates are published in Meta’s official pricing documentation.
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See the WhatsApp agentHow it works
- Write it. You draft the template with its variables and pick a category and language.
- Meta reviews it. It checks the content against its policies and confirms the category. It can approve, reject or recategorise.
- Send it to contacts who have agreed to hear from your business, filling in the variables for each one.
- The conversation opens. When the customer replies, the 24-hour service window starts and you can answer with free-form messages.
Templates can only be sent through the WhatsApp Business API. Use them with care: if lots of recipients block or report your messages, Meta lowers the number’s quality rating and may cap its sending.
Example
A driving school in Leeds uses three templates. A utility template reminds learners of their lesson the day before, with a button to confirm or ask to reschedule. Another utility template confirms the date of the practical test. The third, a marketing one, goes out in June to people who enquired but never signed up, with dates for the intensive summer course. All the replies land in the same inbox as every other conversation.
Message templates at UTIO
With UTIO’s WhatsApp agent, approved marketing templates are available on the official WABA connection; they don’t exist when your existing number is connected by QR. Hence the advice: start with QR and move to WABA when you need campaigns or delivery and read receipts.
The bill keeps Meta’s charges and UTIO’s apart. Service conversations, the ones your customer opens by writing to you, are included in your plan. Marketing templates, which Meta charges per send, are passed on at cost + 15%. Replies to every template stay on the contact’s record in the CRM.
Frequently asked questions
How long does Meta take to approve a WhatsApp template?
Many templates are reviewed automatically within minutes, though some go to manual review and take longer. If one is rejected, you can fix it and resubmit. Meta can also change the category of an already approved template if it decides the original one doesn't fit.
How can I message a customer after 24 hours on WhatsApp?
Only with an approved template. If the customer replies, the service window reopens and you can chat freely again for 24 hours from their last message.
What does HSM mean on WhatsApp?
HSM stands for Highly Structured Message, the old name for message templates. Meta now calls them message templates, but many providers still use the term HSM.
Related terms
- WABA (WhatsApp Business API)
WABA (WhatsApp Business Account) is the business account on Meta's official WhatsApp Business Platform. It holds the verified phone numbers and message templates, and gives access to the API used to connect WhatsApp to a CRM, an AI agent or customer service software.
- WhatsApp AI agent
A WhatsApp AI agent is an AI agent that handles a company's WhatsApp: it understands incoming messages, replies with the business's own information and carries out tasks such as booking an appointment, passing a lead to a rep or opening a ticket, logging every conversation.
- AI CRM
An AI CRM is customer relationship management software in which artificial intelligence logs conversations on its own, updates contact records and deals, suggests the next step and ranks contacts by priority, instead of relying on the team to type everything in.
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