Summary
This guide explains how to configure the Send template message action in Astra. This action allows your agent to send approved WhatsApp template messages with dynamic parameters. It ensures compliance with WhatsApp policies while enabling personalized and scalable communication.
Instructions
Follow these steps to set up and configure Send a template messages Wati action in Astra:
Set up the action
Log into your Astra account.
Go to Action Library.
Select Send a template message Wati action.
Open the Configuration step.
Configure action settings
1. Action intent page
What to do:
Enter a clear action name and intent.
Click Edit action intent to update it anytime.
How it works:
A well-defined intent ensures the agent triggers this action at the right moment.
2. Wati account
What to do:
Select the Wati account you want to use.
How it works:
All template messages will be sent using this selected account.
Before proceeding, make sure your Wati and Astra accounts are connected.
3. Trigger mode and type
Trigger mode:
Controls when the message is sent and whether the conversation is closed.
Close Wati conversation after X minutes:
Configure when the message should be sent (after X minutes).
The conversation will close after sending the message.
Agent decides:
The agent sends the message during the conversation.
The conversation remains open.
Trigger type:
Defines how the action is triggered.
Intent:
Sends the template message during the conversation.
Event:
Sends the template message after the conversation is closed.
4. Template and personalization
What to do:
Select a pre-approved WhatsApp template.
Configure template parameters (placeholders).
Map each placeholder to an Astra attribute.
How it works:
When the action runs:
The selected template is loaded.
Placeholders are replaced with mapped values (for example, customer name or order details).
The final message is sent as a WhatsApp template message.
Preview:
Use the preview panel to review how the message will appear before saving.
When to use this action
Use this action when you want to:
Send approved WhatsApp templates outside the session window
Personalize messages using customer data
Ensure compliance with WhatsApp messaging rules
Automate notifications such as reminders, confirmations, or updates
This helps you deliver reliable, consistent, and compliant communication at scale.