> For the complete documentation index, see [llms.txt](https://docs.dapta.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.dapta.ai/ai-voice-agents/agent-actions/send-whatsapp-template.md).

# Send WhatsApp Template

Let your voice agent send a pre-approved WhatsApp template to the contact during a phone call — for example a registration form, a follow-up link, or key information the contact asked for.

With this action, your voice agent can send a WhatsApp message to the contact while the call is happening. The message is one of your pre-approved WhatsApp templates, so the contact receives it instantly — no need to wait for the call to end.

Common use cases:

* Send a registration or sign-up form when the contact shows interest.
* Share a link with more information the contact asked about.
* Confirm details in writing while still on the call.

{% hint style="info" %}
**Before you start**, you need two things:

1. A **WhatsApp channel** connected to your workspace.
2. A **message template** approved by Meta. Only approved templates can be sent.

If you don't have them yet, the action setup will guide you to create them.
{% endhint %}

### Step-by-Step Guide

#### **Step 1: Select Your Agent**

* Navigate to your agent list and select the voice agent you want to add the action to.

#### **Step 2: Access Agent Actions**

* Once inside the agent, go to the **Settings** tab.
* Within Settings, find and click on **Agent Actions**, then click **Add** and select **Send WhatsApp template**.

<figure><img src="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-543b39cb424a41af081a9469fc40993fea3700dd%2Fsend-whatsapp-template-add-action-en.png?alt=media" alt=""><figcaption></figcaption></figure>

***

#### **Step 3: Configure the Action**

<figure><img src="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-03c893e8a5fe5a20eb6d9f92a91448068672989f%2Fsend-whatsapp-template-modal-en.png?alt=media" alt=""><figcaption></figcaption></figure>

* **Name**: a short identifier for the action (used in call logs).
* **Instructions**: tell the agent **when** to send the template. For example: *"Send the WhatsApp template when the contact confirms they want to start the registration process."*
* **WhatsApp channel**: the channel (phone number) the message will be sent from.
* **WhatsApp template**: the template to send. Only Meta-approved templates appear in this list.
* **Phone number to send to**: by default the message goes to the number being called. You can leave it as is for most cases.
* **Template variables**: if your template has variables (like the contact's name), they appear here pre-filled. The agent fills them automatically with the contact's data, or asks for them during the call if the information is missing.

***

#### **Step 4: Save and Test**

* Click **Confirm** to save the action.
* Make a test call and ask the agent to send you the template — you should receive the WhatsApp message while still on the call.

{% hint style="success" %}
Every send is registered in the call transcript, including whether it succeeded or failed, so you can always verify what the agent did.
{% endhint %}

{% content-ref url="/pages/3ieVDcdx5uPanhxEuLJw" %}
[Connect your Voice Agent with WhatsApp](/ai-voice-agents/channels/connect-your-voice-agent-with-whatsapp.md)
{% endcontent-ref %}


---

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