WhatsApp Message Templates & AI Studio

Open the Message Templates console in your Orbion Agents admin dashboard (/user/admin/templates). To begin creating a new WhatsApp template, click the purple "+ New Template" button located at the top-right corner of the dashboard (highlighted in the red box).

On the left configuration sidebar (highlighted in the red box), configure your template parameters: choose the Category (Utility or Authentication), select the Template Type (Text, Image, or Video), and pick your target Language (e.g., English (US), Tamil, or Hindi). Meta evaluates your template against these exact settings.

Save time by using the built-in AI Template Generator. Type a short description of the message you want to create into the "Write your prompt here" field (for example, "create new product launch template"), select your desired tone (Normal, Exciting, or Funny), and click the "Generate (10 WCC)" button. The AI crafts 3 tailored template variations with optimal variable placement.

Review the 3 generated template options. Identify the copy that best fits your campaign and click the "Use this" button (highlighted in the red box) on that card. The selected template content will instantly update the smartphone preview on the right and fill the editing fields below.

Enter a mandatory Template Name using only lowercase alphanumeric characters and underscores (e.g., "product_launch" — Meta does not allow spaces or special symbols). Optionally add an attention-grabbing Header Text (up to 60 characters), and review or edit the message body using bold (*text*), italic (_text_), and variables like {{1}} and {{2}}.

Elevate engagement by attaching interactive actions. Under "Interactive Actions", select "Quick to Actions", choose "URL" as the Action Type, enter a concise Button Title (such as "Buy Now"), and provide your target Website URL. You can also configure Quick Replies for fast one-tap customer answers.

Examine the live interactive smartphone simulator on the right side of the screen. Validate that your Header ("Hello user"), personalized body copy with variables, optional Footer ("Thank you"), and clickable CTA button ("Buy Now") render perfectly as a realistic WhatsApp message.

After verifying all copy, variables, and interactive buttons, scroll to the bottom of the builder and click the purple "Submit" button (highlighted in the red box). This sends your template directly to Meta's WhatsApp Business Cloud API for automated compliance review.

Upon submission, your template appears on the Message Templates dashboard with an amber "Pending" badge. Under Meta's automated review policy, AI algorithms evaluate template compliance typically within 1 minute to 24 hours. Meta checks for valid formatting, sequential variables, and policy adherence.

While your template is undergoing review, click the "Preview" button on the template card to open a modal inspection view. You can review the exact message layout, variables, header, and CTA buttons to ensure everything was submitted correctly.

Once approved by Meta, your template moves to the "Approved" tab with a green "Approved" badge. To use this template in an active customer conversation, click the purple "Use template ↗" button directly on the approved card.

A "Fill Template Variables" modal opens displaying input fields for each dynamic placeholder (e.g., {{1}}, {{2}}, {{3}}, {{4}}). Enter the personalized values for your customer, review the real-time Message Preview at the bottom of the modal, and click the purple "Proceed to Inbox" button (highlighted in the red box).

You are redirected directly to the Omni-Channel Inbox with the customer's chat open. The pre-filled template message is loaded into the composer marked with an "Active Template" badge. Review the message and tap the green Send button to dispatch the WhatsApp message to your customer outside the 24-hour service window.