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Advance Chatbot Builder: Using Template Node

Updated over 2 weeks ago

Summary

Wati's Chatbot Builder allows you to automate customer interactions by using pre-approved WhatsApp message templates. This feature is particularly useful when you need to send structured messages, such as order confirmations, appointment reminders, or personalized updates.

Instructions

Advanced Chatbot Builder is available in the Pro & Business Plan only.

Who Can Use Templates in Chatbot Builder?

  • If you are on the Pro or Business plan, you can fully use template messages in chatbot workflows, including Keyword and Default Actions.

  • If you are on the Growth plan, you can build and save chatbots with template nodes, but a pop-up will prompt you to upgrade when you try to use them in Keyword or Default Action workflows.

How to Use Template Messages in Chatbot Builder

1. Adding a Template Node

To send a WhatsApp template message from your chatbot:

  1. Open Wati's Chatbot Builder.

  2. Drag and drop the Template node into the chatbot workflow.

  3. Connect it to the relevant chatbot step.

2. Selecting an Approved Template

  1. Click on the Template node.

  2. Choose a template from the dropdown list of approved templates.

  3. If needed, update the template with dynamic customer attributes collected in previous chatbot steps.

Why Use Templates?

  • Personalized Messaging: Send messages with dynamic data (e.g., customer names, order details).

  • Seamless Automation: Trigger messages based on chatbot interactions.

  • WhatsApp Compliance: Ensure messages follow WhatsApp's pre-approved format for customer communication. By integrating templates into your chatbot, you can streamline customer communication and enhance engagement while ensuring compliance with WhatsApp's messaging policies.

Frequently Asked Questions (FAQs)

General Questions

1. What are templates in Wati's Chatbot Builder?

→ Templates are pre-approved WhatsApp messages that you can use to send structured communications, such as order confirmations, appointment reminders, and personalized updates, through your chatbot.

2. Why should I use templates in my chatbot?

→ Templates allow you to send personalized messages, automate responses, and comply with WhatsApp's messaging policies, ensuring seamless customer communication.

3. Can I create my own template messages?

→ No, template messages must be pre-approved by WhatsApp before you can use them in the chatbot.

Plan & Access

4. Who can use template messages in Chatbot Builder?

  • Users on the Pro or Business plan can fully use templates in chatbot workflows, including Keyword and Default Actions.

  • Users on the Growth plan can build and save chatbots with template nodes but must upgrade to send template messages.

5. Can I use templates on the Growth plan?

→ Yes, but only to build and save chatbot workflows. To use them in Keyword or Default Actions, you will need to upgrade to the Pro or Business plan.

6. How do I upgrade my plan to use template messages?

→ You can upgrade to the Pro or Business plan from your Wati account settings.

Using Template Messages

7. How do I add a template message to my chatbot?

  • Open Wati's Chatbot Builder.

  • Drag and drop the Template node into the chatbot workflow.

  • Connect it to the relevant chatbot step.

8. How do I select a template message in my chatbot?

  • Click on the Template node.

  • Choose an approved template from the dropdown list.

  • (Optional) Insert dynamic variables collected from previous chatbot interactions.

9. Can I personalize template messages with customer data?

→ Yes, you can insert dynamic attributes (e.g., customer names, order details) into template messages before sending them.

10. What happens if my template message is not approved by WhatsApp?

→ You won’t be able to use the template until it is approved. You can resubmit your template for approval via your Wati account.

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