> ## Documentation Index
> Fetch the complete documentation index at: https://docs.converse.vitxi.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> This Page contains the information about configuring WA Templates.

# WhatsApp Template Setup

### To setup yours Whatsapp Templates

Step 1: Navigate to your Whatsapp Bot.

Step 2: Click on WhatsApp Automation.

Step 3: Select Templates.

Step 4: You will get option to select pre-defined Templates. You can either select from chatflow template or message templates.

#### **CHATFLOW TEMPLATE**

Step 5: When you hover your mouse on any of the template you will get option to take a preview or use template.

<img src="https://mintcdn.com/vitxiconverse/HO3UM7GDZrkP1rM9/images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Converse_resource_centr-1.png?fit=max&auto=format&n=HO3UM7GDZrkP1rM9&q=85&s=67e5ce0d6cd2dca2feae66d152d20852" alt="38 Whatsapp Template Setup  Converse Resource Centr 1 Pn" width="1866" height="1080" data-path="images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Converse_resource_centr-1.png" />

Step 6: While taking a preview you can click on Use Template to directly use it in your chatflow.

Step 7: Once clicked on "Use Template" your chatflow template will be ready to be used and edited inside "Edit Your Chat Flow". You can customize it according to your requirements.

<img src="https://mintcdn.com/vitxiconverse/HO3UM7GDZrkP1rM9/images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Converse_resource_centr-3.png?fit=max&auto=format&n=HO3UM7GDZrkP1rM9&q=85&s=856c80d981b2e4dcfd99da0d42477d6e" alt="38 Whatsapp Template Setup  Converse Resource Centr 3 Pn" width="1866" height="1080" data-path="images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Converse_resource_centr-3.png" />

#### **MESSAGE TEMPLATE**

Step 8: Click on Message Templates to select a pre-defined template form "Templates Gallery" or create and customize your personalised template by selecting "Your Templates".

Step 9: When you hover on any of the pre-defined templates you can either take a preview first or directly click on Use Template.

<img src="https://mintcdn.com/vitxiconverse/HO3UM7GDZrkP1rM9/images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Converse_resource_centr-4.png?fit=max&auto=format&n=HO3UM7GDZrkP1rM9&q=85&s=2cdf9af36957a7ea9f30afef870e92b5" alt="38 Whatsapp Template Setup  Converse Resource Centr 4 Pn" width="1866" height="1080" data-path="images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Converse_resource_centr-4.png" />

### **With Regular Template**

Step 10: You can create a new template in Your Template section. By selecting "Create Template".

Step 11: Under Create Templates section, enter name/title and category for your template. And also select a language for the same. You can select a type for your template by clicking on the drop down.

<img src="https://mintcdn.com/vitxiconverse/HO3UM7GDZrkP1rM9/images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Converse_resource_centr-5.png?fit=max&auto=format&n=HO3UM7GDZrkP1rM9&q=85&s=60a7877a3f41afdd532b6dfe3440acd6" alt="38 Whatsapp Template Setup  Converse Resource Centr 5 Pn" width="1866" height="1080" data-path="images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Converse_resource_centr-5.png" />

Step 12: Now to configure your template, select a format for you header from the drop down and enter the header text you want to display to your customer. Or you can select a media file you wish to share, it can be either an image, video or a document.

<img src="https://mintcdn.com/vitxiconverse/HO3UM7GDZrkP1rM9/images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Converse_resource_centr-6.png?fit=max&auto=format&n=HO3UM7GDZrkP1rM9&q=85&s=2572e719424327edafea4304d3678647" alt="38 Whatsapp Template Setup  Converse Resource Centr 6 Pn" width="1866" height="1080" data-path="images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Converse_resource_centr-6.png" />

Step 13: Enter the content for your template inside the box named body. You can use   to create a variable in the body and configure that later.

<img src="https://mintcdn.com/vitxiconverse/HO3UM7GDZrkP1rM9/images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Converse_resource_centr-7.png?fit=max&auto=format&n=HO3UM7GDZrkP1rM9&q=85&s=6b7959c93bb64b90b363011e53cd015d" alt="38 Whatsapp Template Setup  Converse Resource Centr 7 Pn" width="1866" height="1080" data-path="images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Converse_resource_centr-7.png" />

Step 14: Enter the content for Footer that will be displayed in your template.

Step 15: You can also add Buttons in your templates. After selecting the type for buttons from the drop down you can configure them as shown below.

Step 16: Click on "save as draft" if you want to do changes later and click on "Submit for approval" if your are done creating the template.

<img src="https://mintcdn.com/vitxiconverse/HO3UM7GDZrkP1rM9/images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Converse_resource_centr-8.png?fit=max&auto=format&n=HO3UM7GDZrkP1rM9&q=85&s=90fb22aaac56231223223aa748570405" alt="38 Whatsapp Template Setup  Converse Resource Centr 8 Pn" width="1866" height="1080" data-path="images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Converse_resource_centr-8.png" />

Step 17: In "Manage Templates" your template will be visible. It will get approved by WhatsApp once submitted for approval.

Step 18: Under actions, you have options to copy template id, to delete the template and select a flow for your buttons inside the template.

Step 19: Similarly you can configure flows for your template reply using buttons added in it.

### **With Carousel Template**

Step 20: When you select "Carousel" as Template Type. You will get options namely:

Step 21: "Bubble Text" in which you can add text for the template and add variable for the same.

Step 22: "Carousel Setup" in which you can set up cards and configure their media and add CTA buttons

<img src="https://mintcdn.com/vitxiconverse/HO3UM7GDZrkP1rM9/images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Converse_resource_centr-10.png?fit=max&auto=format&n=HO3UM7GDZrkP1rM9&q=85&s=d763967958b30bd470e3249bf1e080b9" alt="38 Whatsapp Template Setup  Converse Resource Centr 10 Pn" width="1866" height="1080" data-path="images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Converse_resource_centr-10.png" />

Step 23: Inside "Bubble Text" you will get a text box in which you can enter your text and can click on "Add Variable" to add a variable inside your text.

<img src="https://mintcdn.com/vitxiconverse/HO3UM7GDZrkP1rM9/images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Converse_resource_centr-11.png?fit=max&auto=format&n=HO3UM7GDZrkP1rM9&q=85&s=bafe4153eb41fe0ecda506781bce901f" alt="38 Whatsapp Template Setup  Converse Resource Centr 12 Pn" width="1866" height="1080" data-path="images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Converse_resource_centr-11.png" />

Step 24: Inside "Carousel Setup" you can select a button type which can be "Call to Action" or "Quick Reply". And accordingly you can fill the following details as asked.

Step 25: After that create card for your carousel. Add an image and type something about it.

Step 26: Then add a button just below the card. Which will be functional and clickable.

Similarly you can add up to 10 cards for your carousel.

<img src="https://mintcdn.com/vitxiconverse/HO3UM7GDZrkP1rM9/images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Converse_resource_centr-12.png?fit=max&auto=format&n=HO3UM7GDZrkP1rM9&q=85&s=c14c4e618c3d5cc6cd806ca269639622" alt="38 Whatsapp Template Setup  Converse Resource Centr 12 Pn" width="1866" height="1080" data-path="images/how-botpenguin-works/whatsapp-template-setup/38.whatsapp_template_setup__Converse_resource_centr-12.png" />

Step 28: Then click on "Save as draft" or "Submit for approval".

Done! You have created your WhatsApp Template. Now wait for getting it approved by meta.
