• SENT
  • REPLY
  • HUMAN
  • LOG

How to send outbound marketing templates with your AI

Connect your AI to WhatsApp Business to automate follow-ups. Once connected, your agent handles the heavy lifting of reaching out to leads using pre-approved templates.

Ask AI about this page

Short answer

How can I send outbound marketing templates with my AI?

Your AI uses the WhatsApp Business Connector to trigger approved Meta templates. This lets you restart dead conversations or follow up with leads without manual typing. You'll see how the automation handles the messaging and the replies below.

Where every message lands.

Outcomes of automated outreach

The AI manages the outbound flow and organizes the results based on how leads respond.

SENT

Outbound messages delivered

The AI successfully triggers a template via the WhatsApp Business API. You get confirmation that the lead received the message.

REPLY

Lead engagement captured

When a lead clicks a button or replies, the AI processes the input. This keeps the conversation moving without you stepping in.

HUMAN

Manual intervention needed

If a lead asks a question outside the template scope, the AI flags it. You take over when the conversation requires a person.

LOG

Activity history updated

Every sent template and received reply is tracked. You can review the full history of the outreach in your chat interface.

The workflow

What your AI does when a follow-up is triggered.

The AI handles the technical execution of the WhatsApp API so you can focus on the strategy.

  1. Identify target leads

    Your AI scans your lead list or CRM data to find contacts that need a follow-up.

    send_template_message

  2. Send approved templates

    The AI selects the right Meta template and sends it to the contact's WhatsApp number.

    send_template_message

  3. Add interactive buttons

    To make replies easier, the AI attaches quick reply buttons to the message.

    send_quick_reply_buttons

  4. Monitor responses

    The AI watches for incoming messages or button clicks to decide if it should continue the chat or hand it to you.

    send_quick_reply_buttons

Try it

Copy these to start.

Use these prompts to kick off your first outbound campaign.

Starting points

These are starting points. Swap out the bracketed info with your actual lead names or template IDs.

WhatsApp Business Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_giwxrZxzWscU0kN8TCKoVdyL6yiTSfXN5TCsajqw/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 — WhatsApp Business capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "whatsapp-business-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_giwxrZxzWscU0kN8TCKoVdyL6yiTSfXN5TCsajqw/mcp"
    }
  }
}
Copy into chat04

  • Send the 're-engagement' template to the contact in my Google Sheet named Alex.

  • Follow up with the lead from my recent Shopify order using a WhatsApp template with quick reply buttons.

  • Check my lead list and send a template message to anyone who hasn't replied in three days.

  • Send a WhatsApp template to the customer in my CRM and add a 'Yes, tell me more' button.

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

Start here

Connect WhatsApp Business once, then ask.

Just link your account once. Your credentials stay encrypted and secure, and you can immediately start giving your AI instructions to message leads.

Connect WhatsApp Business to your AI

FAQ

How the automation behaves

  • 01

    Can the AI write its own custom messages?

    No. For outbound marketing, the AI must use Meta-approved templates to comply with WhatsApp's rules.

  • 02

    Can the AI delete my previous WhatsApp chats?

    No. The AI can only send new messages or trigger buttons; it has no capability to delete your message history.

  • 03

    Does the AI handle the actual sending of the message?

    Yes. Once you give the command, the AI uses the connector tools to trigger the message through the WhatsApp Business API.

  • 04

    Can the AI send images or videos?

    No. This specific connector is limited to sending approved text templates and quick reply buttons.

  • 05

    What happens if a lead replies with a question?

    The AI will attempt to respond based on your instructions, but you can also set it to notify you so you can take over manually.

  • More questions about WhatsApp Business? See everything the WhatsApp Business Connector can do

Connect WhatsApp Business to Claude, Cursor, ChatGPT & more