> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msgcompanion.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates

> What a template is, when you need one, and what each category and status means.

A template is a message you write in advance and Meta approves. An appointment reminder, an order update and a special offer are all templates.

## When you need a template

WhatsApp lets you reply freely for 24 hours after a customer's last message. Outside that window you can only send an approved template. You also need one to:

* write to a customer first
* send a [broadcast](/broadcasts/send-a-broadcast)
* send a [form](/templates/forms)

A [workflow](/workflows/overview) can send an approved template for you, with its **Send a template** step.

Meta charges for each template it delivers. See [What Meta charges](/billing/meta-charges).

## Who can do what

<Note>
  Owners and admins create, edit, duplicate and delete templates. Everyone on the team can see the list and send an approved template from a conversation.
</Note>

| | Owner and admin | Manager | Rep |
| - | - | - | - |
| See the Templates list and preview a template | Yes | Yes | Yes |
| Send an approved template from a conversation | Yes | Yes | Yes |
| Send a template as a broadcast | Yes | Yes | No |
| Create, edit, duplicate or delete a template | Yes | No | No |
| Send a test from the Templates page | Yes | No | No |

To send one, open a conversation and choose **Send a template**. See [Replying](/conversations/replying).

## Categories

You pick a category when you create a template. Meta reviews the template against it, and charges by it.

| Category | Use it for |
| - | - |
| **Marketing** | Offers, launches, invitations and anything promotional. Customers can opt out. |
| **Utility** | Updates about something the customer already asked for: orders, bookings, collections. |
| **Authentication** | One-time passcodes. Meta fixes the wording, so only the code and footer vary. |

Only marketing and utility templates can be sent as a broadcast. A contact who has [opted out](/contacts/opt-outs) is not sent marketing templates.

## The Templates list

Go to **Templates** in the sidebar. Each row shows the template's name, the start of its text, its category, its language and its status.

Select a row to see the template as WhatsApp will show it. Owners and admins also get these buttons in the panel:

* **Edit in the builder**, **Edit and resubmit** or **Open in the builder**, depending on the status
* **Duplicate**
* **Send a test**, for an approved template
* **Delete template**

A template made in WhatsApp Manager appears in the list too, marked **Made in WhatsApp Manager**. It is read-only here. Duplicate it to make a version you can change.

Companion checks your WhatsApp Business account for changes every night. To check now, choose **Refresh from Meta**.

## Statuses

| Status | What it means |
| - | - |
| **Draft** | Only stored in Companion. Submit it to Meta when it is ready. |
| **In review** | Meta is reviewing it, usually for a few minutes. It cannot be changed or sent until Meta answers. |
| **Approved** | Ready to send from a conversation, and to use in workflows and broadcasts. |
| **Approved, flagged** | Still sendable, but customers have been blocking or reporting it. Meta will pause it if that continues. Send it to fewer people, or duplicate it and rewrite it. |
| **Rejected** | Meta did not approve it, so it cannot be sent. Change what the reason points to and submit it again. |
| **Paused** | Meta paused it after poor feedback from customers, so it cannot be sent. A pause lifts on its own after a few hours. Rewriting and resubmitting it also ends the pause. |
| **Disabled** | Meta switched it off after repeated pauses or a policy breach. It cannot be sent or changed. Duplicate it under a new name and rewrite it, or appeal in WhatsApp Manager. |
| **In appeal** | An appeal against Meta's decision is open. It cannot be sent or changed until Meta answers. |
| **Being deleted** | It has been deleted on WhatsApp and can no longer be sent. |
| **Deleted on WhatsApp** | It is no longer on your WhatsApp Business account. Delete it here, or duplicate it to submit it again under a new name. |
| **Account full** | Your WhatsApp Business account has reached its limit of templates. Delete templates you no longer use, then submit it again. |
| **Check with Meta** | Meta reports a status Companion does not recognise, so the template is not being sent. Choose **Refresh from Meta**, or look at it in WhatsApp Manager. |

An approved template can also show **High quality**, **Medium quality** or **Low quality**. This is Meta's rating, based on how customers react to it.

## Related

* [Create a template](/templates/create-a-template)
* [Forms](/templates/forms)
* [How WhatsApp messaging works](/get-started/how-whatsapp-messaging-works)
* [What Meta charges](/billing/meta-charges)


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