Channels and messaging
How to add a chat template
Creating, editing and deleting the ready-made messages consultants send with one click in chat.
Where to find it
Chat ManagementChat Templates
Chat templates let a consultant send, with one click, the sentence they write fifty times a day: the price range, the accommodation note, pre-operation preparation, the flight question. The gain is not only speed but consistency — every consultant gives the same answer the same way.
Chat templates need no approval and can be edited instantly. What you send after the 24-hour window closes on an official WhatsApp line is not this but an approved official template.
Step by step
- Click the Meto Templates button under Chat Management in the menu on the left.
- On the page that opens, click the Add button at the top right.
- After filling in the fields on the page that opens, click the Save button at the bottom right.
- If you want to make changes to your ready messages, click the Edit button.
- To delete your ready message, click the Delete button from the arrow next to the edit button.
Tips and common mistakes
- Tip Separate templates by language and put the language in the name ("Price range — EN"). The consultant then picks the right language at a glance.
- Tip Rather than baking a price into a template, point to "build a quote for current pricing". Otherwise every price change means editing dozens of templates by hand.
- Careful If your role blocks phone numbers and e-mail addresses in outgoing messages, consultants cannot type a number into a message — but template sends are exempt from that block. Keep that in mind for templates that contain numbers.
Frequently asked questions
Who can see a chat template?
Templates are defined tenant-wide; any consultant with access to the chat screen can pick one from the list.
Can a template insert the patient's name automatically?
If you need that kind of personalisation, use an approved template with variables on an official WhatsApp line. Chat templates are built for fast, fixed text.
Which template does an automation use?
The template you pick as the action in a Meto automation comes from this list — create the template before you build the automation.