WhatsApp templates
Updated 2026-10-12
In CustomIQ WhatsApp templates are managed on the WhatsApp templates page of the dashboard: there you see the message templates approved for your WhatsApp Business number and the ones your automations use. You need the WhatsApp Cloud API connection set up in Connections; the IQ chat does not create templates.
Video tutorial
What are WhatsApp templates?
Messages pre-approved by Meta that your WhatsApp Business number can send outside an open conversation. In CustomIQ they are listed in WhatsApp templates.
What do I do from the dashboard?
First connect WhatsApp in Connections with your WhatsApp Cloud API account. Then, in WhatsApp templates you see the available templates and their status, and which ones your sequences and notifications use.
Can it be done in the chat?
No. The IQ chat does not create or edit templates; everything is managed from the templates page and from your WhatsApp Business account.
What do I need first?
A WhatsApp Cloud API account with a verified number and approved templates.
Steps
- Connect WhatsApp. In Connections click "Connect with Meta" and pick your WhatsApp number.
- Open the templates. Go to WhatsApp templates to see the available templates and their status.
- Use them in your flows. Sequences and notifications use an approved template. In a sequence, Steps and timing → WhatsApp (template) lets you pick it and fill its variables.
Frequently asked questions
- Can I create a template from the chat?
- No. Templates are managed from the WhatsApp templates page and approved in your WhatsApp Business account.
- Why is no template showing?
- Because WhatsApp is not connected or your number has no approved templates yet; check Connections.
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