• SENT
  • FOUND
  • LISTED
  • HUMAN

How to send WhatsApp template messages with your AI

Connect DoubleTick to your AI client to automate your messaging. Once connected, your agent handles template selection and contact targeting.

Ask AI about this page

Short answer

How can I send WhatsApp templates through my AI?

Your AI uses DoubleTick to pull your approved WhatsApp templates and match them to contacts. You just tell your agent who to message and which template to use.

Where every message lands.

The outcomes of your requests

Depending on how you phrase your request, your AI performs different actions within DoubleTick.

SENT

Messages delivered

The AI selects a template and sends it to the contact you specified. The message goes out through your DoubleTick account immediately.

FOUND

Contacts located

Your agent searches your DoubleTick contact list to find the right person. You get a confirmation of the contact details found.

LISTED

Templates retrieved

The AI pulls a list of all your pre-approved WhatsApp templates. This lets you see exactly what you are allowed to send.

HUMAN

Manual review needed

If the AI can't find a specific contact or a matching template, it stops. You'll need to check the name or template ID yourself.

The workflow

What your AI does when you ask to send a message.

The AI moves through your contact list and template library to execute the command.

  1. Find the recipient

    The AI looks through your DoubleTick database to identify the specific person you want to reach.

    search_contacts_by_keyword

  2. Check available templates

    The AI checks which WhatsApp templates are currently approved and ready for use.

    list_approved_templates

  3. Execute the send

    The AI triggers the actual message delivery using the chosen template and the contact's info.

    send_whatsapp_template

  4. Confirm delivery

    The AI verifies the action was successful and tells you the message is on its way.

    send_whatsapp_template

Try it

Copy these to start.

Use these prompts to trigger actions in DoubleTick.

Starting points

Swap out the contact names and template names for your actual data.

DoubleTick Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_wePZyXF3kzOBQCottAp3fqnseP8mgXq9UaJeOmf9/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — DoubleTick capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "doubletick-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_wePZyXF3kzOBQCottAp3fqnseP8mgXq9UaJeOmf9/mcp"
    }
  }
}
Copy into chat04

  • Find the contact named John Doe in DoubleTick.

  • Show me all my approved WhatsApp templates.

  • Send the 'Welcome_Message' template to Sarah Jenkins.

  • Search for contacts with the keyword 'Customer' and send them the 'Monthly_Update' template.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect DoubleTick once, then ask.

Just link your account via the Vinkius dashboard. Your credentials stay encrypted, and you can start messaging through any compatible client immediately.

Connect DoubleTick to your AI

FAQ

How this task behaves

  • 01

    Can the AI write its own WhatsApp messages?

    No. The AI can only send templates that have already been approved in DoubleTick.

  • 02

    Can the AI delete contacts from my list?

    No. The AI can only search for and find contacts.

  • 03

    Does the AI need me to provide the template ID?

    Not necessarily. You can ask the AI to list your templates first so you can identify the right one.

  • 04

    Can the AI send messages to people not in my contact list?

    No. The AI must first find a contact using the search tool before it can send a template.

  • 05

    Will the AI send a message without my permission?

    The AI only sends a message when you explicitly tell it to send a specific template to a contact.

  • More questions about DoubleTick? The Connector page answers them. See everything the DoubleTick Connector can do

Connect DoubleTick to Claude, Cursor, ChatGPT & more