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Included with every self-managed instance. It requires the instance:view permission. It isn’t part of the White-Label add-on.

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What is this?

Automation Templates is the moderation queue for automation templates that users across your instance have submitted to be shared publicly. As the instance admin, you review each submission and approve or reject it before it becomes visible to everyone. Automation Templates page showing the stat tiles and the review table with template, submitter, status, and action columns

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What can I do here?

  • View summary tiles: Total Templates, Pending Approval, Approved/Shared, and Rejected
  • Search templates by name or description
  • See, per template: name and channel (WhatsApp, Instagram, Google, Web Chat, etc.), who submitted it and when, its description, any review comment, and its current approval status
  • Approve or Reject a submitted template, with an optional review comment or rejection reason
  • Use AI Rewrite to polish your review comment before submitting
  • Export any template as a downloadable JSON file
  • Refresh the queue on demand

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How to use it

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Approve or reject a template

  1. Find the template in the table (search by name/description if needed).
  2. Click the check icon to approve it, or the X icon to reject it. This opens the review dialog.
  3. Optionally enter a Review Comment (for an approval) or a Reason for Rejection (for a rejection).
  4. Optionally click AI Rewrite to have the comment rewritten before saving.
  5. Click Approve or Reject to submit. Approved templates become visible to all users on your instance.
Review dialog open for a template, showing the comment textarea, AI Rewrite button, and Approve/Reject buttons

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Export a template

  1. Click the download icon on a template’s row.
  2. A .template.json file with the full template snapshot downloads to your device.
Row action icons for export, approve, and reject on a template
Last modified on September 21, 2026