> For the complete documentation index, see [llms.txt](https://squarebox-ai.gitbook.io/squarebox/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://squarebox-ai.gitbook.io/squarebox/templates/images-and-media.md).

# WhatsApp Templates

The **WhatsApp Templates** feature in Squarebox allows you to create pre-approved message templates for effective customer communication. Templates can be used for marketing, utility messages, or authentication. Follow these steps to create and manage your templates.

### **Step 1: Navigate to the Manage Templates Section**

1. Go to the **WhatsApp Template > Manage Templates** section in the sidebar.
2. Click on the **Add New Template** button in the top-right corner.

<figure><img src="/files/tXZvKIFMnJDnoHH9dhy2" alt=""><figcaption><p><em>GIF showing navigation to the "Manage Templates" section and clicking "Add New Template.</em></p></figcaption></figure>

### **Step 2: Choose Template Type**

1. **Category Selection**:
   * Select the category that best describes your message:
     * **Marketing**: For promotions, offers, and announcements.
     * **Utility**: For order updates, feedback requests, etc.
     * **Authentication**: (Coming Soon) For OTPs and secure communication.
2. **Template Type**:
   * Choose the type of message:
     * **Custom**: Standard text/image templates.
     * **Catalogue**: (Coming Soon) Templates for product catalogs.
     * **Flows**: (Coming Soon) For surveys or form-based interactions.
     * **Order Details**: (Coming Soon) For order-specific communications.

<figure><img src="/files/cIW22kR3oTBndJ3walwq" alt=""><figcaption><p><em>GIF showing selecting the category and type of template.</em></p></figcaption></figure>

### **Step 3: Add Details and Submit for Approval**

1. **Template Details**:
   * **Template Name and Language**:
     * Provide a unique name for your template (e.g., "Promo\_Offer\_December").
     * Select the language for the message (e.g., English, Hindi).
   * **Message Content**:
     * **Header**: Add a title or subject (optional).
     * **Body**: Compose the main message with text or variables (e.g., {{CustomerName}}).
     * **Footer**: Add a closing line or disclaimer (optional).
     * **Button**: Include a call-to-action (e.g., Visit Website, Call Now).
   * Use the **Preview Pane** on the right to verify how the template will appear to recipients.<br>
2. **Submit for Approval**:
   * Once all fields are complete, click **Submit for Approval**.
   * The template status will appear as **Pending** until it is reviewed and approved by WhatsApp.

<figure><img src="/files/KY9E7qrOvseHbyk2yeGo" alt=""><figcaption><p><em>GIF showing the fields being filled out and the preview updating.</em></p></figcaption></figure>

## **Managing Templates**

1. **View Template Status**:
   * Check the status of your templates (e.g., Approved, Pending) in the **Manage Templates** dashboard.&#x20;

<figure><img src="/files/WTGX3RFMHZ7rFWeHYpfh" alt=""><figcaption><p><em>Screenshot showing the template list with their statuses</em></p></figcaption></figure>

1. **Delete Templates**:
   * Click the **More Options (⋮)** next to a template to delete it.

<figure><img src="/files/hsTUNFUDMiOlBTwQOApv" alt=""><figcaption></figcaption></figure>