Owner · 4 min read
Write WhatsApp templates for your reps
What you'll get
Write the one-tap messages reps send from their own WhatsApp, and know what gets logged.
Before you start
- Owner sign-in on the web.
- Three to five messages your best rep already sends by hand.
- Who
- Owner
- Read time
- 4 minutes
Step 1: Open WhatsApp templates
Open Setup › WhatsApp templates. These are the one-tap messages your reps see on their phone. Your workspace starts with a few; you can keep up to 15.
WhatsApp templates written by the owner. Demo workspace. Step 2: Write three to five
Click 'Add template'. Give it a name the rep will recognize in the list, then write the message. Cover the moments that repeat: the first touch, sending the brochure, confirming a site visit, and the message after a no answer. Keep them short and warm. Placeholders fill in when the rep taps send:
{{lead_first_name}} the lead's first name {{rep_first_name}} the rep's first name {{workspace}} your company nameStep 3: See what reps see
On a lead in the Android app, the 'WhatsApp' row reads 'Open chat · templates ready'. The rep taps a template and their own WhatsApp opens with the message filled in. They can still edit it before sending.
Step 4: Know what gets logged
The lead's timeline records that a WhatsApp went out and which template was used. The message text itself isn't stored, because it's sent from the rep's own WhatsApp, one chat at a time.
What your reps see
The WhatsApp sheet on a lead, with your templates listed.
If something's off
Are these WhatsApp-approved templates?
No. They're your own message presets. They open in the rep's own WhatsApp, one chat at a time, so there's nothing to approve and each message goes to one person.
A rep changed the wording before sending. What shows on the lead?
The template's name. The edited text stays in their WhatsApp chat.
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