Create Templates

⬆ Upload File

📖 How to Fill

1 Download & Fill

2 Upload File

3 Review & Submit

Step 1 — Download the template file, fill it, upload back

Header row is locked — you can only edit data rows (row 2 onwards). Use the Account & IDs table below to look up Assistant IDs.

⬇ Download pre-filled template by project

Select one or multiple projects — all rows go in one file. Defaults: CATEGORY=UTILITY, TYPE=IMAGE, FOOTER=Reply "STOP" to unsubscribe.

0 selected

Entity (check one or more — for link)

None selected

Lender (check one or more — for link)

None selected

Rows per project:

Step 2 — Upload your filled file

📂

or click to browse · Accepted: .xlsx .csv

Column	Required	Notes
template_name	✔	Lowercase + underscores only. e.g. `hero_020726_01`
account	✔	e.g. `SML-1`, `Cready-2`, `Rupy-1`
assistant_id	✔	Copy from Account & IDs table. e.g. `69416661c9bd6b5a8fe8c09b`
category	✔	`UTILITY` / `MARKETING` / `AUTHENTICATION`
type	✔	`TEXT` / `IMAGE` / `VIDEO` / `DOCUMENT`
message_body	✔	Use `1` `2` for variables. `\n` for line break.
sample_values	—	Comma-separated param names — only needed if message_body has `1` etc. e.g. `Name,Amount`
footer_text	—	Max 60 chars. e.g. `Reply "STOP" to unsubscribe.`
cta_button_text	—	Button label. e.g. `Click now`
cta_url	—	Full URL. Use `1` for dynamic param.
cta_example_value	—	Sample for `1` in URL. e.g. `events`
click_tracking	—	`YES` or `NO`
quick_reply_1/2/3	—	Quick reply button text

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