The 24-hour window
WhatsApp lets you send any message for 24 hours after the customer's last message. After that, you can only send a template: a message Meta has approved in advance.
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In Chatwoot, when the window has closed, the reply box shows: You can only reply using a template message due to 24-hour message window restriction
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As soon as the customer replies, a new 24-hour window opens and you can type freely again.
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To start a conversation with a customer who has not messaged you, you also need a template.

Plan & access
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Every plan that includes WhatsApp (Startups and above, and the free trial). Works with WhatsApp Cloud API inboxes (Quick setup or manual) and Twilio inboxes. See Pricing & Plans.
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Agents in the inbox can send templates. Administrators can sync templates and manage tokens.
Where templates come from
Templates are created and approved outside Chatwoot, then synced in.
| Inbox type | Create templates in | Sync to Chatwoot |
|---|---|---|
| WhatsApp Cloud API | WhatsApp Manager (Account tools › Message templates). Meta reviews them, usually within 24 hours. | Automatically after some time, or right away with Sync Templates in the inbox's Configuration tab |
| Twilio | Twilio Console (Content Template Builder), then submitted to WhatsApp for approval | Automatically, or with the sync button in the inbox settings |
Only approved templates of a supported type appear in Chatwoot.

Send a template in a conversation
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Open the conversation and click the template icon in the reply box.

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The Whatsapp Templates picker opens. Search for and pick a template.

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Fill in the variables, for example the customer's name or an order number. For media headers, paste a public URL to the image, video or document.
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Check the message, which updates as you fill in the variables, and click Send Message.

Test it: send a template to your own number first and check how it looks on the phone.
What a template is made of
Templates can include a header, body, footer and buttons:
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Header: text, image, video or document
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Body: your message, with variables such as the customer's name
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Footer: one short line of text
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Buttons: quick replies, website links, phone numbers and copy code
Some WhatsApp template types cannot be used in Chatwoot yet: authentication (OTP) templates, list, product and catalog templates, carousel templates, location headers, call permission templates, and forms, payments and Flows.
Media in a template header
The file must be at a public link that Meta can reach, with no login. Meta's limits:
| Type | Formats | Maximum size |
|---|---|---|
| Image | JPEG, PNG | 5 MB |
| Video | MP4, 3GPP (H.264 video, AAC audio) | 16 MB |
| Document | 100 MB |
Other document types, such as Word, Excel, PowerPoint and text files, can be sent as ordinary messages inside a conversation, but not in a template header.
Twilio content templates support text (up to 100 variables), media, quick reply and call-to-action templates. They cannot be used in campaigns. List picker, catalog and carousel templates are not supported.
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Use numbered variables, such as 1, 2, 3, in order with no gaps. The number of variables you fill in must match the template.
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Check a template's approval status in the Twilio Console, not in WhatsApp Manager.
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If sync fails, check that the inbox's Account SID and Auth Token (or API Key SID and API Key Secret) are still valid in Twilio, then sync again.
Good practice
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Utility templates (order updates, reminders) are for transactional messages. Marketing templates need the customer's opt-in and follow Meta's sending rules.
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Keep a small set of well-named templates your team knows how to use.
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Meta watches message quality. Too many blocked or ignored messages can lower your messaging limit. See Messaging limit in Manage your WhatsApp number.
If templates do not sync (Quick setup inboxes)
Sometimes messages still work but templates will not sync. This happens when the connection made during Quick setup loses permission to read your WhatsApp Business Account. You can fix it by giving Chatwoot a Business Management token, used only for syncing templates.
Plan & access: Chatwoot Cloud, Quick setup inboxes only (including Coexistence). Manual setup inboxes use their own token, so check that token has whatsapp_business_management instead. You must be an admin in both Chatwoot and the Meta business portfolio.
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In Meta Business Settings, go to Users › System users and select (or create) an admin system user. A dedicated one, such as
Chatwoot template sync, is easiest to manage.
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Click Assign assets, choose WhatsApp accounts, pick the WhatsApp Business Account connected to Chatwoot, and grant full control. Assign only that account.
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Click Generate token, choose the Meta app linked to that WhatsApp account, and pick an expiry (60 days is more secure; Never needs less upkeep).
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Select only whatsapp_business_management and copy the token. Meta may show it only once.

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In Chatwoot, go to Settings › Inboxes, open the inbox, go to the Configuration tab and find Add Business Management Token. Paste the token and click Add.

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Click Sync Templates.
Treat the token like a password. If you revoke it in Meta, replace it in Chatwoot or template sync will stop.
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60-day token: template sync stops when it expires. Generate a new token and replace the old one.
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Never-expiring token: it can still stop working if the system user, app, permission or asset assignment changes.
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To replace a token: once a token is saved, the field reads Replace Business Management Token. Paste the new token and click Replace.