What this guide covers

Restart a conversation with a valid template.

Choose Send Template, select an approved template for the connected WhatsApp account, and fill all required variables. Review the final preview before sending. Draft, rejected, or paused templates cannot be sent.

Before you begin

  • Sign in to AyuChat and confirm the correct workspace is selected.
  • Use a role with access to Team Inbox.
  • Keep real customer data, API keys, payment details, Meta tokens, OTPs, and passwords out of screenshots and support messages.

Where to find it in AyuChat

Open the customer SaaS app and navigate to the Team Inbox area at /admin/inbox. If the page is unavailable, review your role permissions, active workspace, and plan access.

AyuChat Inbox action area for sending an approved template in a synthetic conversation.
Template sends from Inbox should use approved templates and the selected conversation context.
  1. Start with a small controlled test in the active workspace.
  2. Review the visible status, validation messages, and saved data before using the feature for real customers.
  3. Check related logs, analytics, or delivery state when the action depends on WhatsApp, automation, integrations, billing, or webhooks.
  4. Document any non-secret identifiers needed for support, such as record id, invoice number, campaign name, or timestamp.

Verify the result

  • The expected record, status, or configuration appears after refresh.
  • No page shows a blank screen, auth loop, CORS error, or unexpected server error.
  • The result belongs to the selected workspace only.
  • Any customer-facing message uses approved templates and consented contacts where required.

Common problems

ProblemWhat to check
Feature is missing or disabledConfirm role permission, plan entitlement, and active workspace.
Data looks incompleteRefresh the page and verify the workspace switcher before assuming records are missing.
Action fails validationReview required fields, connected WhatsApp state, template approval, file type, or billing state depending on the feature.
External provider behavior differsCheck the current provider dashboard or official provider documentation for policy, billing, or review-state changes.