Writing WhatsApp templates can take time, especially when you need the wording, category, and formatting to be right before submission. This CRM feature helps you start with a simple description of your message, then gives you a draft you can review, edit, and personalize for your business.

📌 Why This Matters

If you use WhatsApp to send payment reminders, delivery updates, appointment details, or promotional messages, template approval rules can slow things down when something is formatted incorrectly or placed in the wrong category. This feature helps you prepare templates with the right structure from the start, so you can spend less time fixing submissions and more time communicating with customers.

✨ What’s New

• AI draft from a plain description: Instead of building a template line by line, you can describe what you want to send and who it is for, and the CRM creates a draft for you.
• Automatic category suggestions: The draft is classified into the appropriate template type, such as Utility, Marketing, or Authentication, to match WhatsApp’s messaging rules.
• Built-in checks before submission: You’ll see guidance on message length, formatting, and policy fit while reviewing the draft.
• Editable before approval: You can update the wording, variables, and call-to-action buttons before submitting the template.

🛠️ How to Use It

1. Step 1: In your CRM, go to WhatsApp templates and choose the AI template option.
2. Step 2: Enter a short description of the message you want to send, such as a payment reminder or delivery update, along with the audience.
3. Step 3: Review the drafted template, including the suggested category and any formatting or policy guidance.
4. Step 4: Edit the message, personalization fields, or buttons if needed.
5. Step 5: Submit the template for approval once it looks right for your business.

💡 Pro Tip

Use this for repeat customer messages like reminders, updates, and follow-ups so your team can respond faster and keep more sales and appointments on track.