What it is
Transactional order updates and alerts.
Tenant menu: Left sidebar → Outbound → Message Templates
As a partner
Rejected utility templates often contain marketing words — review Meta feedback.
Step-by-step (for your customers)
Create template with Utility category.
Keep content factual — no promotional language.
Use for order shipped, appointment reminder, payment receipt.
Send via broadcast, drip, or automation Send Template node.
Common mistakes
Skipping WABA connection before using this feature.
Missing role permissions — if menu item is hidden, check agent role in Admin.
Testing with production contacts before validating in a small test segment.
Related
Integrate WABA
Dashboard overview