WhatsApp, window by window.
WhatsApp is the channel whose rules are strictest and least visible from inside your own inbox. These guides cover what the window allows, what a template must look like, and how to read a rejection.
Templates
When a message has to be a template, how to get yours in, the four ways to send one, and how fast one number may send.
When a WhatsApp message has to be a template The 24-hour window decides whether you can type a reply or must send an approved template. What the inbox shows when it closes, the three template categories, and why a marketing template can fail to arrive. Get your WhatsApp templates into Omni Octo Create templates in Meta's WhatsApp Manager or by asking Octo, pull them in with Sync from Meta, and read the status each one shows — including what to do when an approved template is missing. Send a template from a conversation Pick an approved template inside a WhatsApp thread in the inbox, fill in its variables, check the preview and send it. Where the picker lives, what it asks for, and what each refusal means. Send a template from your own system One API call sends one approved WhatsApp template to one number — from a webhook, a cron job or a script. The key, the template id, the request, every refusal, and the two things to design around. Ask Octo to send a template Tell Octo in chat who to message and what to say, and it finds the approved template, fills in the variables and prepares the send for one WhatsApp number. Nothing goes out until you confirm. What it checks and what it refuses. Send a template to a list A WhatsApp campaign sends one approved template to everyone on a list, from one number. The seven sections of the composer, what each person's row ends up saying, and how it is paced. How fast one WhatsApp number can send Every WhatsApp number has per-second and per-minute limits (and, where a rule sets one, per-hour), plus a daily template limit. The defaults, how the daily cap maps to Meta's messaging tiers, where to change it, and what each way of sending does when the limit is reached.
WhatsApp Coexistence
Keep the WhatsApp Business App on your phone and put the AI on the same number: connecting it, the one-time import of your chats and contacts, what happens when you answer from the phone, and reconnecting.
Keep using the WhatsApp Business App on the same number Connect the number you already run in the WhatsApp Business App, keep answering from your phone, and let your AI agent answer the same number. The connect page step by step, and what changes in the app on your phone. Bring your WhatsApp Business App chats and contacts across The one-time import that follows a WhatsApp Business App connection: what comes across, how to read its status on the channel page, the notice when it finishes, and where the imported chats and contacts end up. When you reply from the phone, the AI steps back On a WhatsApp Business App number, a reply you send from the app pauses the AI in that chat. What counts as a reply, how the inbox shows it, and how the chat comes back to the AI after 15 quiet minutes. When WhatsApp disconnects your Business App number Why Meta disconnects a WhatsApp Business App number from Omni Octo, how you are told, what stops while it is disconnected, and how to reconnect — including what reconnecting does to the one-time import.