Workflow
- 1Draft the WhatsApp message in Postly.
- 2Choose free-form only for recent inbound conversations with an active 24-hour window.
- 3Choose an approved template for new conversations, campaigns or sends likely to happen outside the window.
- 4Schedule the message in the publishing calendar.
- 5Let Postly re-check window state and template approval before sending.
Inside 24 hours
Free-form replies are allowed when the user recently messaged the business.
New outreach
Business-initiated messages require approved templates.
Bulk campaigns
CSV and Google Sheets sends should use templates and opt-in contacts.
Free-form scheduled messages
These are best for follow-ups to recent conversations. They may fail if the customer service window expires before send time.
Template scheduled messages
These are the recommended default for planned outreach because templates are designed for business-initiated messaging.
Failure handling
When a scheduled free-form message is no longer valid, the message should pause or fail with a clear prompt to convert it to a template.
What Postly keeps lightweight
Connection
Meta Embedded Signup, WABA mapping, phone number sync and secure token storage.
Messaging
Free-form replies, approved templates, scheduling validation and delivery status.
AI replies
Reply generation through Postly AI Studio credits when credits are available.
Exports
Contacts, messages, conversations and campaign results for CRM import.