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WhatsApp templates and the 24-hour window
Learn how WhatsApp templates work in Vaanexa and understand the 24-hour customer service window for business-initiated messages.
WhatsApp Templates and the 24-Hour Window
WhatsApp uses a 24-hour customer service window to control how businesses communicate with customers after a customer sends a message. Within the window, businesses can respond to the customer conversation normally; after the window closes, business-initiated messages generally require an approved WhatsApp message template.
What are WhatsApp Templates and the 24-Hour Window?
A WhatsApp message template is a pre-approved message format used when a business needs to send certain messages to a customer outside the active 24-hour customer service window.
The 24-hour window begins when a customer sends a message to the business. It determines how the business can continue communicating with that customer through WhatsApp.
This distinction is important when using WhatsApp with Vaanexa because your team needs to know when it can respond directly and when a template may be required.
| Situation | Typical WhatsApp messaging approach |
|---|---|
| Customer has recently messaged the business | Respond within the active customer service window |
| Customer service window is still active | Continue the conversation according to applicable WhatsApp policies |
| More than 24 hours have passed since the customer's last message | Use an approved template when initiating a new business message |
| Customer replies again | A new customer service window can become available |
Why use WhatsApp Templates?
WhatsApp templates help businesses communicate with customers when a conversation is no longer within the active customer service window.
They are useful for planned or business-initiated communication such as:
- Follow-up messages
- Appointment or booking updates
- Payment or order-related notifications
- Reminders
- Customer re-engagement
- Other approved business communications
Using templates also helps your team maintain a consistent communication process instead of manually creating a new message every time a message must be sent outside the active window.
Real-Life Use Case
The situation
For example, imagine UrbanNest receives an enquiry from a customer through WhatsApp.
A team member responds and discusses the customer's requirements. The customer then stops responding.
The problem
The team wants to follow up with the customer later.
If the customer's last message was more than 24 hours ago, the team cannot simply treat the conversation as an active customer service conversation. WhatsApp's messaging rules determine what type of business-initiated message can be sent.
What happens without the feature?
A team member may prepare a normal follow-up message such as:
"Hi, are you still interested? We can help you with the next steps."
However, if the customer service window has expired, sending a normal business-initiated message may not be permitted under WhatsApp's messaging rules.
This can lead to confusion about which message should be used for the follow-up.
How Vaanexa helps
Vaanexa provides a WhatsApp Templates area for managing the templates used in supported WhatsApp communication workflows.
The team can use an appropriate approved template when a business-initiated WhatsApp message is required outside the active customer service window.
The new workflow
Within the 24-hour window:
Customer sends message → Vaanexa receives the conversation → Team responds → Conversation continues
After the 24-hour window:
Customer's last message → 24-hour window expires → Team needs to initiate communication → Use an appropriate approved WhatsApp template → Customer receives the message → Customer replies → Conversation can continue under the applicable WhatsApp rules
Case Study
Business
UrbanNest Realty
Challenge
UrbanNest wants to follow up with customers who previously contacted the business through WhatsApp. Some customers do not respond immediately, so follow-up messages may need to be sent after the 24-hour customer service window has expired.
Objective
UrbanNest wants its team to understand when a normal conversation response can be used and when an approved WhatsApp template is required.
Vaanexa Solution
UrbanNest uses WhatsApp Templates in Vaanexa to manage approved message formats for business-initiated communication.
When a customer's conversation is still within the applicable 24-hour window, the team can continue the conversation according to WhatsApp's messaging rules. When the window has expired, the team can use an appropriate approved template where required.
Outcome
The team has a clearer process for handling WhatsApp follow-ups and can distinguish between active customer conversations and business-initiated messages that require a template.
How WhatsApp Templates and the 24-Hour Window work
The workflow can be understood in four stages:
-
The customer sends a WhatsApp message. This starts or opens the applicable customer service window.
-
The team responds during the active window. The team can continue handling the conversation according to WhatsApp's applicable messaging rules.
-
The 24-hour window expires if the customer does not send another message. The business should not assume that the conversation remains open indefinitely.
-
A business-initiated message after the window requires the appropriate approved template. The template must comply with the applicable WhatsApp requirements.
Before you begin
Before using WhatsApp Templates:
- You must have access to the relevant Vaanexa workspace.
- WhatsApp must be connected to the workspace.
- You should have access to the relevant WhatsApp business account or configuration.
- Templates used for messages outside the customer service window must meet the applicable WhatsApp requirements.
- Your team should understand the difference between customer-initiated conversations and business-initiated messages.
How to use WhatsApp Templates
1. Open WhatsApp Templates
Open the WhatsApp Templates section in the Vaanexa workspace.
This section is used to manage the message templates available for supported WhatsApp communication workflows.
2. Review the available templates
Review the templates available for your workspace.
Consider the purpose of each template before using it. For example, a follow-up template should be appropriate for follow-up communication rather than being reused for an unrelated message.
3. Create or configure a template
If your workspace provides the option to create a template, provide the required template information.
Keep the message specific to its intended purpose and follow the applicable WhatsApp template requirements.
4. Submit the template when required
If template submission or approval is part of your WhatsApp configuration, submit the template through the applicable process.
A template may need to be approved before it can be used for certain business-initiated messages.
5. Use the appropriate template after the 24-hour window
When a customer has not messaged the business for more than 24 hours and you need to initiate a new WhatsApp message, select an appropriate approved template where required.
Do not treat an expired conversation as if it were still inside the customer service window.
6. Continue the conversation after the customer responds
If the customer responds to the business-initiated message, continue the conversation according to the applicable WhatsApp messaging rules.
The customer's response can establish a new customer service window.
Understanding the feature
| Concept | Description |
|---|---|
| 24-hour customer service window | The period following a customer's WhatsApp message during which the business can continue the customer service conversation according to applicable WhatsApp rules. |
| WhatsApp Template | A structured message format used for supported business-initiated WhatsApp communication. |
| Approved template | A template that has completed the applicable WhatsApp approval process and is available for use. |
| Customer-initiated message | A message sent by the customer to the business. |
| Business-initiated message | A message sent by the business when the customer has not recently initiated or continued the conversation. |
| Template category | The classification assigned to a WhatsApp template based on its intended communication purpose and applicable WhatsApp requirements. |
| Conversation window | The period during which the business can handle a customer-initiated WhatsApp conversation under the applicable messaging rules. |
Best practices
- Track the timing of customer messages. Do not assume that a conversation remains active indefinitely.
- Use templates for their intended purpose. Select a template that matches the reason for contacting the customer.
- Keep template content clear. Customers should understand why they are receiving the message.
- Do not use templates to bypass WhatsApp policies. Follow the requirements associated with the applicable template and message type.
- Review templates regularly. Remove or update templates that no longer represent the business process.
- Avoid unnecessary follow-ups. Send messages only when there is a legitimate business reason to contact the customer.
- Keep customer information accurate. If a template contains customer-specific information, verify the relevant information before sending it.
Common scenarios
Scenario 1: Customer responds within 24 hours
A customer sends a WhatsApp message and the team responds shortly afterward.
The conversation is within the active customer service window, so the team can continue the conversation according to the applicable WhatsApp rules.
Scenario 2: Follow-up after the window expires
A customer previously contacted UrbanNest but has not replied for more than 24 hours.
The team wants to follow up. Because the customer service window has expired, the team uses an appropriate approved WhatsApp template where required.
Scenario 3: Appointment reminder
A business needs to send a reminder related to an upcoming appointment after the customer service window has closed.
An appropriate approved template can be used for the business-initiated message when required by WhatsApp.
Scenario 4: Customer replies to a template
A business sends an appropriate template to a customer. The customer replies to the message.
The team can then continue the conversation according to the applicable WhatsApp messaging rules.
Common mistakes
1. Assuming the 24-hour window starts when the business sends a message
The customer service window is associated with customer activity. Do not treat every outgoing business message as automatically opening a new 24-hour window.
2. Sending a normal message after the window expires
Do not assume that a regular free-form message can be used for every business-initiated follow-up after 24 hours.
Use the appropriate approved template when required.
3. Using the wrong template
Select a template that matches the purpose of the communication.
Using an unrelated template can create a poor customer experience and may not comply with applicable messaging requirements.
4. Assuming every template is immediately available
A template may require approval before it can be used for the applicable WhatsApp communication.
5. Treating the 24-hour window as a permanent conversation state
The window is time-based and can change as customers send new messages.
Review the customer's latest activity before initiating a business message.
Frequently asked questions
What is the 24-hour WhatsApp window?
The 24-hour customer service window is the period associated with a customer's WhatsApp message during which the business can continue the customer service conversation according to applicable WhatsApp rules.
What happens after the 24-hour window expires?
When the window has expired, a business-initiated WhatsApp message generally requires an appropriate approved template rather than a regular free-form message.
Can I reply normally within the 24-hour window?
Within the active customer service window, businesses can continue the customer service conversation according to the applicable WhatsApp messaging rules.
Do WhatsApp templates need approval?
Templates used through WhatsApp's business messaging system can be subject to WhatsApp's approval requirements. Follow the approval process applicable to your WhatsApp configuration.
Does sending a template restart the 24-hour window?
The business sending a message does not, by itself, create the customer-initiated customer service window. Customer activity determines the applicable customer service window.
What happens when the customer replies to a template?
When the customer responds, the conversation can continue according to the applicable WhatsApp messaging rules and the resulting customer service window.
Related concepts
- Connect WhatsApp
- WhatsApp Templates
- Inbox
- Conversations
- AI Agents
- Knowledge
- Leads
- Customers
- Automations