Templates

Don't start from a blank page. The Template Store has ready-made agents for common industries and use cases — install one and make it yours in minutes.

Install a template

  1. Open the Template Store. It opens on the industry you chose at sign-up, so you see the agents for your trade first. Change the industry filter, or set it to All industries, to see everything.
  2. Each template is tagged chat, voice, or both.
  3. Click Install — it's copied into your workspace as a new agent and flow.

Make it yours

Edit the wording, buttons, questions and knowledge to match your business. Everything is fully editable in the flow builder and agent settings.

💡 Built something great? Save your own flow as a reusable template to spin up more bots quickly.

Header types

A template can start with a header, exactly like Meta's own builder: None, Text (may contain one variable), Image, Video (MP4), Document (PDF) or Location (a map pin). For image, video and document headers Meta needs a sample file at submission — upload it in the builder (it goes to your media library and then to Meta). When you send or broadcast, you attach the actual file for that message, or enter the latitude, longitude, name and address for a location header. The flow's WhatsApp Template block has matching fields.

Status wording

Statuses use the same words as WhatsApp Manager: In review (Meta calls this PENDING in its API), Approved, Rejected, Paused. Meta's built-in sample_* templates can't be edited or deleted — they are hidden by default (tick Show Meta samples to see them).

Meta's template rules, built into the builder

The builder checks every rule Meta applies while you type, so a template that passes the checklist is accepted by Meta almost every time. Red items block submission; amber items are advice that speeds up approval.

  • Name — lowercase letters, numbers and underscores; unique per language.
  • Category — Marketing (offers), Utility (updates about something the customer already has) or Authentication (one-time passcodes). Promotional wording in a Utility template is flagged, because Meta re-categorises it.
  • Header — text up to 60 characters with at most one variable {{1}} (no line breaks or emojis), or an image, video, PDF or location with a sample file.
  • Body — up to 1,024 characters; variables numbered {{1}}, {{2}} … in order with no gaps; the message cannot start or end with a variable; each variable needs an example; no tabs or runs of four spaces; a sensible amount of real text around the variables.
  • Footer — up to 60 characters, no variables. Marketing templates are nudged to include an opt-out line.
  • Buttons — up to 10; at most 2 website links and 1 call; labels unique and up to 25 characters; links start with https:// and may end in a {{1}} variable (with an example) for per-contact links.
  • Authentication — Meta writes the body ("{{1}} is your verification code"). You only choose the security warning, the expiry in minutes (1–90) and the Copy code button label; the builder switches to that mode automatically.

Languages are picked from a list (Hindi, Marathi, Gujarati, Tamil, Telugu, Bengali and 30 more), and the live preview shows exactly what the customer will see — including Meta's fixed OTP wording.

Button rules (why Meta says "Button count exceeded")

Meta allows up to 10 buttons per template, but only 2 website (link) buttons, 1 call button and 1 copy-code button; the rest can be quick replies. Quick replies and link/call buttons must be grouped together (Convo360 reorders them for you). Each label is unique and up to 25 characters; links start with https://; phone numbers carry the country code. The builder greys out "+ Link" and "+ Call" once you reach the limit and lists anything to fix before you can submit. If Meta still rejects a template, its reason stays on screen under the form until you dismiss it — no need to catch a disappearing notification.

Carousel templates

A carousel shows two to ten swipeable cards in one message, each with its own picture, text and buttons. Build one in WhatsApp Studio → new template → carousel: add a card, then duplicate it for each item so the structure stays identical.

Meta enforces rules that cause most rejections, and Convo360 checks them while you edit rather than letting you find out two days later:

  • Between 2 and 10 cards, and every card must share the same structure — the same button types in the same order. Adding an extra button to one card invalidates the whole template.
  • 160 characters of body text per card, which is much less than people expect.
  • A sample value for every variable, or Meta rejects it without reviewing the content.
  • All cards use the same media type — you cannot mix images and videos.
💡 Three to five cards works best. Most people stop swiping after that, so put the item you most want to sell first rather than the cheapest.

Carousels suit a shortlist of comparable items. For a full range use a catalogue, and to narrow down to the right item first, ask a question in a flow.

Frequently asked questions

Why was my carousel rejected?
Most often because the cards do not share an identical structure, or a variable has no sample value. Read Meta's stated reason before changing anything — resubmitting a guess costs another review cycle.
Do carousels cost more to send?
No. Meta charges by conversation category, not by how rich the message is, so a carousel costs the same as a plain marketing template to the same recipient.
Does Convo360 check WhatsApp template rules before submitting to Meta?
Yes. The builder validates the name, category, header, body variables and examples, footer, buttons and the authentication (OTP) format against Meta's rules while you type. Red items block submission; amber items are advice for faster approval. If Meta still rejects a template, its reason stays on screen under the form.
Why does Meta say "Button count exceeded" when I create a template?
Templates allow up to 10 buttons, but only 2 website (link) buttons, 1 call button and 1 copy-code button; quick replies and link/call buttons must be grouped together. The builder enforces this before submitting, and if Meta still rejects a template its reason stays on screen under the form until you dismiss it.
Which header types can a template have?
None, Text, Image, Video (MP4), Document (PDF) or Location — the same options as Meta's builder. Media headers need a sample file when you submit the template; at send time you attach the real file, or enter the coordinates for a location header.
Where do I find ready-made bots?
The Template Store has pre-built agents by industry and use case, each tagged for chat, voice or both. Install one and customise it.
Can I edit a template after installing it?
Yes — everything (wording, buttons, questions, knowledge) is fully editable in the flow builder and agent settings.