Smart template groups · Documentation

When running WhatsApp template marketing, a single template is prone to quality drops and bans. A smart template groupbundles multiple same-shape templates together so the system can rotate between them at send time: the system decides which specific template to use based on your settings; when a member's quality drops, AI drafts a new variant with the same parameter shape to replenish the group. This page covers what a group is, how to create one, and how to use a group when broadcasting or sending from the API.

How smart template groups work

Every member of a smart template group has the same type and parameter shape — the same variables, header type, and buttons — which is what makes them interchangeable. When creating a smart template group, you pick one approved template as the reference template; it fixes the group's parameter shape, and every later member — including AI-generated variants — must match it. At send time the system picks one member according to the group's scheduling strategy to use as the actual message template. When the healthy member count falls short, AI automatically drafts a new variant and submits it to Meta for review; members whose quality deteriorates are automatically removed from the group.

Smart template group list

Here is what each field in the smart template group list shows:

Column	What it shows
Name	Group name, with its optional description below it
Status	Active, Paused, or Deleted
Capacity	Members held versus the maximum (for example 18 / 20). When the count reaches the maximum, the group stops creating new templates.
Healthy	Healthy member count, shown against the threshold when one is set. When the healthy count meets or exceeds the threshold, the system stops supplementing new templates.
Strategy	Earliest, or Random · top N
Auto-supplement	Members are only supplemented automatically when this is on.

What counts as a healthy member

The Healthy count is the number of members that are APPROVED and whose Meta quality is HIGH or UNKNOWN. UNKNOWN counts here because a freshly-approved template has not been rated by Meta yet — it is treated as healthy until proven otherwise. This same metric drives the auto-supplement threshold.

Creating a group

Pick a WABA, then click New group. In the Create Template Group dialog, fill in the fields top to bottom.

Basic information

Name(required) — up to 80 characters, for example "Welcome back marketing".
Description (optional) — what the group is for. It also feeds context to the AI when it drafts variants.
WABA account (required) — the account the group lives under. This is fixed once the group is created.
Reference template(required) — search by name, language, or category and pick one approved template. It fixes the group's parameter shape, so every future member must match it.

WABA and reference template are permanent

The WABA account and the reference template lock the group's parameter shape and cannot be changed after creation. If you need a different shape or a different account, create a new group. Everything else stays editable.

Capacity and quality

Max capacity — how many templates the group can hold (any status, excluding removed ones). Defaults to 20; minimum 1.
HIGH quality threshold (optional) — when the healthy (HIGH + UNKNOWN) member count drops below this, auto-supplement kicks in. Leave it empty for no threshold — the system will keep creating templates until the group reaches its maximum capacity.

Scheduling strategy

This decides which member the system sends through. Choose one:

Strategy	How it picks
Earliest first	Always picks the earliest approved member that meets the healthy standard.
Random from top N	Each send randomly samples from the earliest N candidates that meet the healthy standard. Helps spread volume. Set the pool size N (defaults to 3).

AI behaviour

Context lookback days (optional) — the historical window of templates the AI may reference. Defaults to 30; leave empty for no limit. The AI analyzes quality trends, send volumes, and other data within the window to guide new template generation.
AI auto-supplement — when on, AI Agent creates new template variants based on context once the healthy count drops below the threshold. On by default.
Auto-recycle removed members— when on, a member that was auto-removed but is compliant again (Meta has updated the template's status) is reinstated. Independent of auto-supplement; off by default.
Custom prompt(optional) — passed to the AI Agent that creates templates. Use it to supply custom requirements or constraints, such as "Always include a friendly greeting and a clear CTA. Avoid emojis. Follow this naming format: …"

Click Create group — it is enabled only once the required fields have values. The group appears in the list straight away.

How members are added

You do not need to add members manually. Members are supplemented in three ways:

AI auto-supplement — when the healthy count is below your threshold and auto-supplement is on, the system drafts a new variant, checks it against the reference shape, and submits it to Meta for review. Once Meta approves it, it becomes a usable member.
Manual generation — on the detail page, click Generate now to trigger one supplement run on demand and watch it complete.
Auto-recycle — when enabled, a previously removed member that is compliant again is brought back in rather than drafting a new one.

Working with members on the detail page

Open a group from its name or the Open detailmenu item. The header repeats the group's status, capacity, healthy count, strategy, and the auto-supplement and auto-recycle switches, with three tabs below:

Active members — the current members, each with language, category, status, quality, sent and failed counts. Select a row to preview the template on the right.
History — members that have been auto-removed, still previewable for reference.
Supplement jobs — a log of AI supplement runs, each with its trigger, status (Succeeded, Failed, Running, Pending, or Skipped), the model used, tokens consumed, and the reason if creation failed.

A skipped run is not a failure

A supplement run reported as Skipped simply means the group already had enough healthy members, so no new variant was needed. Only a Failed run needs attention — open the job to read its note.

Using a group when sending

Like sending with a template, a smart template group can be used in the following three ways:

Single send — choose Send message from the group's row menu. Select a phone number, fill in the required details, and click Send. Typically used for test sends.
Broadcast campaign— use a smart template group for large-scale broadcast sends; the system selects a template member per the group's strategy. This is covered in the broadcast chapter.
Public API — smart template groups can also be used in the message-sending API, ensuring high-quality templates are always used without having to update code to swap out underperforming templates. This is covered in the API chapter.