2) Create a Post Group
A Post Group defines your message prompts and sending schedule. For WhatsApp Business, each run generates a text message (and optionally an image) sent to your configured recipient(s).
- Go to Post Groups and click Create Post Group.
- Select WhatsApp Business as the platform and choose your connected phone number.
- Enter a Name (e.g., "Daily Customer Update").
- Provide your Message Prompt — the AI will generate the message body.
- Keep messages concise and conversational — WhatsApp is a messaging platform, not a social feed.
- Use [[FEED_URL]] in your prompt to pull in dynamic data from a CSV or RSS feed.
- Optionally add an Image Prompt to attach an image to the message.
- Set Run every (minutes) and an optional Start time.
- Click Create Post Group.
Recipient: The recipient phone number set during connection is used by default. Your Post Group can override this if you're sending to a specific contact or test number.
3) Test Prompts (preview)
Before scheduling, generate a one‑off preview to validate your message prompt.
- In the Create or Edit Post Group form, click Test prompts.
- Review the generated message text and any optional image.
- Refine your prompt until the output matches the tone and content you want.
Tip: WhatsApp supports basic text formatting: *bold*, _italic_, ~strikethrough~, and `monospace`. Include formatting instructions in your prompt if needed.
4) Send a preview message
When you're happy with the preview, send it immediately to your configured recipient — no need to wait for the schedule.
- After generating a preview, click Post Preview to Channel.
- The message will be sent via the WhatsApp Cloud API to your recipient phone number.
- Check the recipient's WhatsApp to confirm delivery.
Requirement: The recipient must have an active WhatsApp account, and your business number must be approved to send messages to that contact. For new contacts (outside the 24-hour window), an approved Message Template may be required by Meta.