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Use the template library

Step 2: How to choose the best use case

The template library helps you get started quickly with ready-to-use automations, or build your own flows from existing templates.

It's ideal if you want to:

  • launch your first automations without starting from scratch

  • save time setting up your WhatsApp flows

Open the template library

  1. Go to the Automation module

  2. Click Library

  3. Browse the available templates or use the categories to filter by goal (conversion, loyalty, opt-in, etc.)

Choose the right template

Each template matches a specific goal (e.g. recover sales, inform your customers, engage your subscribers).

👉 Before you pick a template, ask yourself:
​Which moment of the customer journey do you want to automate?

The categories help you quickly find the most suitable flow.

Use a template

Once you've chosen a template:

  1. Click Select

  2. The flow is automatically added to your workspace

  3. You can now edit the blocks to match your brand:

    • message content

    • visuals

    • timing

    • conditions and triggers

💡 Templates are fully customizable: they're a starting point, not a constraint.

Best practices

  • Start with a simple template before building more advanced flows

  • Always test your flow before turning it on

  • Adapt the tone and content to your brand to maximize engagement

👉 Need help choosing or customizing a template?
Our team is here to help.

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