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Status Backlog
Categories WhatsApp
Created by Guest
Created on Jun 30, 2026

Display template type for WhatsApp messages

Problem

When agents select a WhatsApp template to send, there is no visible indicator of whether it is a Marketing or Service type. This creates a real risk of sending the wrong type by mistake — for example, sending a Marketing template during an active service conversation, which violates Meta's messaging policies and can trigger delivery failures or account warnings.

Proposed solution

Display the template type (Marketing / Service) in two key moments of the sending flow:

  1. Template selector — Show a label or badge next to each template name so agents can distinguish types at a glance before even selecting one.

  2. Preview panel — Reinforce the type in the confirmation/preview step, so there is a second opportunity to catch a wrong selection before hitting send.

Expected behavior

  • Each template in the selector shows a clearly visible tag: Marketing or Service (ideally color-coded — e.g. orange for Marketing, blue for Service).

  • The same tag appears in the template preview, near the template name or header.

  • No changes to the sending flow itself — this is purely informational.

Why this matters

  • Prevents agents from accidentally sending Marketing templates in contexts where only Service templates are allowed (e.g. inside the 24h service window).

  • Reduces support errors without requiring agents to memorize which template is which type.

  • Low implementation effort, high impact on day-to-day accuracy.

  • ADMIN RESPONSE
    Jul 5, 2026

    Your idea is now live and open for voting.

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