The list
Use Search templates and quick replies… to filter the list. Click Refresh to reload approval statuses.
Who can edit and delete
To edit or delete, you need access to all channels or teams associated with the item. Otherwise, the buttons are disabled with the message You need to have access to all teams/channels of this template to manage it.
Edit
1
Click the pencil icon
In the Actions column, click Edit on the item row.
2
Adjust the content
The wizard opens directly at the Edit step, with the current data. The type and category chosen at creation do not change. Change the text, media, buttons, or variables and click Continue.
3
Review the associations
Add or remove channels (template) or teams (quick reply). Keep at least one selected.
4
Save
In the Review step, click Update Template.
When a template cannot be edited
The edit button is disabled with the message Cannot edit this template when the template is not yet synced with WhatsApp on every associated channel. In that case, wait for the sync or create a new template.Template changes follow Meta’s rules. After editing an approved template, track the Status in the list. If the change alters the purpose of the message, create a new template instead and keep the old one until the new one is approved.
Delete
1
Click the trash icon
In the Actions column, click Delete on the item row.
2
Confirm
The Delete Template window shows Are you sure you want to delete this template? This action cannot be undone. and This template will be removed from all channels and teams where it is being used. Click Delete Template.
Best practices
- Review the list regularly. Delete quick replies nobody uses and rejected templates you will not fix.
- Standardize names. Prefixes such as
sales_,support_, andbilling_make search easier. - Update together with the AI agent. If information changes, such as a price or business hours, update the quick reply and the AI agent training on the same day.
- Test after editing. Send the message to an internal contact and check variables, media, and buttons.
Next steps
Create a template
Create a new template for approval.
Create a quick reply
Save a new ready-made message.
Manage campaigns
Check which campaigns use your templates.
Roles and permissions
See what each role can do.