Send your first message with a template
ChatSales comes with templates already written for you. On the official API you submit one to Meta for approval; on WhatsApp QR it is saved as a quick message, no approval needed. Pick your connection and we show you only those steps.
Click Choose a template
On the Dashboard, the Send your first message step of Set up ChatSales step by step has a Choose a template button (1).
Pick a template and submit it to Meta
Pick one of the ready-made templates (1): each shows its category, Marketing or Utility, and already has your business name in it. You can edit it later in Automations.
Click Create and submit to Meta (2).
On the API you need an approved template only when you message first, or when more than 24 hours have passed since the customer's last message. Meta charges for each delivered template by category and country, and since 1 October 2026 it also charges for replies inside the 24-hour window, at the utility rate. See how much the WhatsApp API costs.
Wait for Meta's approval
ChatSales confirms it was submitted (1). Approval takes from a few minutes up to 24 hours.
Click Go to Chat (2).
Send it from a chat
Open the customer's chat and type / in the message box (1). Your templates appear: yours shows Approved once Meta approves it (2). Pick it and send it.
Pick a template and save it
On WhatsApp QR there is no approval (1): ChatSales saves it as a quick message.
Pick one of the ready-made templates (2) and click Create quick message (3). You can edit it later in Automations.
Go to Chat
ChatSales confirms it was saved (1). Click Go to Chat (2).
Send it from a chat
Open the customer's chat and type / in the message box (1). Pick your quick message from the list (2) and send it.
