• AUTOMATED
  • DIRECT
  • TARGETED
  • HUMAN

How to send marketing templates with your AI

Connect your AI to WA Smart Business to automate your WhatsApp outreach. Your agent handles the template selection and delivery to your customers.

Ask AI about this page

Short answer

How can I send WhatsApp marketing templates using my AI?

Your AI pulls your pre-approved templates and your contact list, then sends the messages directly through WhatsApp. You get a hands-off way to run campaigns by simply telling your agent who to message and which template to use.

Campaign outcomes

Where your messages land.

What happens when you run a marketing task.

AUTOMATED

Template selection

The AI scans your approved WhatsApp templates to find the right match for your request. You don't have to hunt through a dashboard for template IDs.

DIRECT

Message delivery

Once you confirm the details, your agent sends the messages to your customers. The delivery happens through the WhatsApp Business API.

TARGETED

Contact matching

The AI identifies the correct recipients from your existing lists. This ensures your marketing reaches the right phone numbers every time.

HUMAN

Final approval

You stay in control of the actual sending process. The AI prepares the payload, but you decide when the campaign goes live.

The workflow

What your AI does when you request a campaign.

The AI moves from finding your assets to executing the send.

  1. Find templates

    The AI looks through your WhatsApp account to see which marketing templates are ready for use.

    list_templates

  2. Identify recipients

    Your agent checks your contact database to find the phone numbers for your target audience.

    list_contacts

  3. Execute delivery

    The AI triggers the message sending process for the selected template and contacts.

    send_message

  4. Confirm status

    The agent verifies that the instructions were sent to the WhatsApp API correctly.

    send_message

Try it

Copy these to start.

Use these prompts to kick off your first WhatsApp campaign.

Starting points

These are basic starting points. Swap out the bracketed text with your specific template names or contact groups.

WA Smart Business Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_QfKNXdA1O3W88xbzsiYSgsH598MiUTXLcMnn7v7D/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 — WA Smart Business capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "wa-smart-business-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_QfKNXdA1O3W88xbzsiYSgsH598MiUTXLcMnn7v7D/mcp"
    }
  }
}
Copy into chat04

  • List all my available WhatsApp marketing templates.

  • Find my 'VIP Customers' contact list and send the 'Summer Sale' template to them.

  • Show me all my contacts so I can pick a group for a new promotion.

  • Send the 'Welcome' template to everyone in my recent leads list.

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

Start here

Connect WA Smart Business once, then ask.

You only need to link your account once. Your credentials stay encrypted and secure, and you can immediately start chatting with your agent about your WhatsApp data.

Connect WA Smart Business to your AI

FAQ

How this task behaves

  • 01

    Can the AI create new WhatsApp templates?

    No. The AI can only find and use templates that you have already created and had approved in WhatsApp.

  • 02

    Can the AI delete my contact lists?

    No. The AI can read your contact lists to find recipients, but it does not have the capability to delete or modify them.

  • 03

    Does the AI send messages automatically without me seeing them?

    The AI prepares the message based on your prompt, but you should always review the intent before the final command is executed.

  • 04

    Can I send messages to people not in my contact list?

    No. The AI relies on the contact list provided through the connector to identify valid recipients.

  • 05

    Can the AI change the text inside a template?

    No. The AI uses the pre-approved template exactly as it exists in your WhatsApp Business account.

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

Connect WA Smart Business to Claude, Cursor, ChatGPT & more