Automation & AI · Template bots

Turn approved templates into organised follow-ups.

Use approved WhatsApp templates inside customer journeys instead of rebuilding the same update for each contact. SAYLS template automation connects reusable message content with the business process your team wants to support.

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See the task in actionWhatsApp

Template botYOUR WORKFLOW

A PATH YOUR TEAM DEFINESAn approved template. A configured response.

01Template enquiry

02Choose a service

03Continue the flow

Service enquiry

Match the response to a configured template workflow.

The task behind the feature

When a good template still depends on manual work

Routine template follow-ups still become manual work.

Having a message template is useful, but a team can still spend hours finding it, entering details and deciding when it should be sent. Template automation makes that recurring work easier to organise. The important starting point is a clear business event and a message the customer expects, not simply another reason to send.

See how the pieces fit

One practical way to use it

Connect an approved message to its next action.

Start withOne template response with a clear next step

01
Define the update customers need
Choose a repeatable communication with a genuine purpose. Confirm that the contact is eligible to receive it and that you have the information required to complete the template correctly.
02
Connect the approved content
Select the appropriate WhatsApp template and configure its values in the automation. Review the template's current status and make sure example data produces a complete, readable customer message.
03
Check the whole journey
Test the trigger, message and follow-up together. Watch for duplicate updates or missing values, and make sure the team knows how to handle customer replies in the shared inbox.

Configure the path. Test it with a real task.

Check the template, trigger and response together before enabling the workflow.

Why this is useful in practice

Carry a useful template into a repeatable workflow.

Less manual preparation

Your staff can spend less time assembling an update that follows the same pattern each time. A repeatable configuration is particularly helpful when the wording is approved and the details come from structured data.

A clearer customer experience

The customer receives an update that matches the stage of their enquiry. Useful timing and accurate details matter more than the number of messages you can send.

A reusable building block

Template automation can support a larger workflow as the business grows. Keep each update's purpose understandable so a teammate can maintain the process when your original setup owner is unavailable.

Choose a useful starting point

Give repeat follow-ups a useful path

A structured follow-up after an enquiry.
A business update using approved message wording.
A repeatable communication step in a customer journey.

Your first useful workflow

Try template bots with your team.

Match the response to a configured template workflow. Start with one template response with a clear next step and review the result before choosing a plan.

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A little clarity goes a long way

A little more about template bots.

Understand the setup, the costs and the next step before you decide.

Your business has its own questions.Tell us what you need. We'll help you find a useful starting point.

01Can automation send an unapproved template?

Templates must meet the applicable WhatsApp requirements and be available for use. An automation setting does not override Meta approval, account restrictions, customer consent or the messaging window rules.

02Will template variables fill themselves?

Only when you have configured valid sources for the required values. Test the mapping with realistic records. Missing or incorrect source data can make an automated message unhelpful or prevent it from sending.

03Do I need every automation feature to start?

No. Begin with one template and a simple workflow. Compare current plans for the available template automation capacity, then expand when the first use case is working and useful.

Turn approved templates into organised follow-ups.

When a good template still depends on manual work

Connect an approved message to its next action.

Define the update customers need

Connect the approved content

Check the whole journey

Configure the path. Test it with a real task.

Carry a useful template into a repeatable workflow.

Less manual preparation

A clearer customer experience

A reusable building block

Give repeat follow-ups a useful path

Try template bots with your team.

A little more about template bots.

What works alongside template bots?

Message templates

Flow builder

Webhooks