Manage WhatsApp, Instagram and Messenger in One Inbox

{
  "type": "VISUAL_EDITOR",
  "version": 2,
  "landing_screen_type": "welcome_message",
  "media_type": "text",
  "text_format": {
    "customer_action_type": "autofill_message",
    "message": { ... }
  }
}

Meta also exposes welcome message sequences as reusable objects. You POST a sequence to the welcome_message_sequences endpoint, get an ID back, and reference that ID from the creative in either the Marketing API or Ads Manager. A sequence bundles an introductory text message, an autofill message and ice breakers. Creating them requires the whatsapp_business_management permission.

One constraint to design around: a sequence linked to an active ad cannot be deleted or modified. You have to disconnect it from every ad first. In practice that means versioning sequences rather than editing them — create consultation-v2, point new ads at it, retire consultation-v1 once its ads stop.

The Welcome Message Is the Highest-Leverage Field

The value you pass in customer_action_type decides how much structured intent reaches your inbox before a human reads anything. Meta supports four:

1. autofill_message — pre-fills the user's input box with a fixed string; they just tap send. Every lead from that ad arrives with identical text, which makes exact-match routing trivial. It captures nothing beyond "this person tapped this ad".
2. ice_breakers — renders tappable prompts such as "Book a viewing", "Request pricing" or "Talk to sales". Meta caps these at three quick-reply options. Each sends its own payload, so the first inbound message already tells you which branch the prospect chose.
3. whatsapp_flow — opens an interactive multi-step form inside WhatsApp before the first message is sent. This is how you collect an email, a budget band or a preferred slot without an agent having to ask.
4. ctwa_call_prompt — surfaces a call prompt alongside messaging. Remember the objective constraint: this one requires OUTCOME_ENGAGEMENT.

The trade-off is friction against context. An autofill message maximises how many people send something and minimises what you learn about them. A Flow does the reverse. Our default for a sales-led desk is ice breakers: three options is enough to branch on, and tapping a button costs the prospect nothing. Whichever you pick, the payload it produces is what lets you assign WhatsApp chats to the right agent automatically instead of letting the fastest agent cherry-pick the queue.

The 72-Hour Free Window Nobody Prices In

This is the part of click-to-chat ads that changes the maths, and it is routinely misunderstood. There are two windows, they run on independent timers, and one of them is free.

When a user messages you via a click-to-WhatsApp ad, a 24-hour customer service window opens, exactly as it would for any inbound message. Facebook Page call-to-action buttons behave the same way, though Meta notes that entry point applies to the Android and iOS apps only.

Here is the part that matters. If you respond inside that window with any message type, a separate free entry point window opens, and it lasts 72 hours from your response. Meta's wording on what you can send during it is unambiguous: while open, you can send any type of message to the user at no charge. Any category. Marketing templates included.

The two windows do not move together. Once the 24-hour customer service window closes, you are back to templates only — but if the free entry point window is still running, those templates are still free. So a prospect who taps your ad on Monday morning and gets a reply within the hour can be re-engaged with a marketing template on Wednesday morning at no Meta charge, long after free-form replies have stopped being available.

Two consequences follow for anyone budgeting click-to-chat ads. First, response speed is not only a conversion lever, it is a cost lever: replying inside 24 hours is what buys the 72 free hours. A campaign that runs while nobody is watching the inbox pays full rate for every follow-up. Second, your follow-up cadence should be built around the 72-hour boundary rather than around a generic day-one, day-three, day-seven schedule. This is where SLA timers stop being a support-quality metric and start showing up in the media budget, which is why we wire them into routing rules in OmniDesk rather than leaving them to agent discipline.

Two related pricing facts are worth stating plainly, because both are widely misreported:

• Utility templates sent inside an open customer service window are free. Meta's documentation says so directly, and the webhook confirms it — those messages come back with type of free_customer_service, category of utility and billable set to false.
• There is no change on 1 October 2026 that makes service messages billable. You will find this claim on a lot of comparison pages. Meta's updates-to-pricing documentation lists only rate-card moves for that date — lower rates for Bangladesh, Iraq, Nepal and Sri Lanka, higher rates for Kazakhstan, Kuwait, Morocco, Oman and Ukraine, plus billing localisation in Brazil. Service conversations have been free for all businesses since 1 November 2024 and remain so.

For context on the surrounding model: on 1 July 2025 Meta replaced conversation-based pricing with per-message pricing, so marketing, utility and authentication templates sent outside a free window are billed individually by delivery, destination country calling code and volume tier. Our breakdown of WhatsApp Business API pricing goes through how those layers stack.

The Referral Object: What Arrives With the First Message

When someone taps your ad and sends their first message, the WhatsApp Cloud API attaches a referral object to that inbound message on your webhook. This is the attribution data for click-to-chat ads, and it is the raw material for every routing rule in the next section.

Two properties of it drive the engineering. It arrives only on the first message. Meta generates ctwa_clid at the moment of the tap and attaches it to the referral object of that first inbound message; subsequent messages in the same thread carry nothing. If you do not persist it on arrival, it is gone. And users may elect to remove their referral data, so referral can be absent entirely. Any handler that assumes the key exists will throw on a real, legitimate message.

The object carries source_url, source_id, source_type, headline, body, media_type, image_url, video_url, thumbnail_url and ctwa_clid. What each is worth operationally:

Automated Lead Routing Built on Referral Data

Referral metadata is only worth capturing if something acts on it within seconds. Four patterns cover most of what click-to-chat ads demand of a growth or support team.

Route by source_id

The cleanest rule: match the inbound ad ID against a table of active campaigns and assign the thread accordingly. Enterprise campaign to the enterprise pod, consumer promotion to tier-one support, high-budget campaigns to your closers. Teams running one campaign per property or per product line use this to bind a lead to its owner before an agent has read a word — the pattern behind WhatsApp lead follow-ups for real estate.

Route on headline and body text

Maintaining an ad-ID table gets painful when you are testing dozens of creatives a week. The cheaper approach is to match on strings you already control: put a token in the headline and route on it. Headlines containing "Enterprise" or "Commercial" get a high-priority tag and a tight response SLA; headlines containing "Clearance" go to the promotions queue. It is the same mechanism that lets a small team manage 500 WhatsApp prospects without losing a lead during a spike, because the queue sorts itself.

Bot-first triage with a clean handoff

When volume outruns headcount, an automation should acknowledge every ad-sourced thread immediately, referencing the specific headline so the reply does not read as generic. It asks the two or three qualifying questions your team would ask anyway, then hands over with an internal summary note attached. The failure mode to design against is a bot that will not let go; our notes on chatbot-to-human handoff cover the escape hatches that matter. Remember that the bot's reply is also what opens the 72-hour free window, so this pattern pays for itself twice.

Persist ctwa_clid on the contact record

Write it to a dedicated field on first contact, and make it read-only. It is the only bridge between a WhatsApp conversation and the ad that produced it, and it arrives exactly once. A deal that closes forty-five days later is still attributable if the field survived; it is unattributable if an agent overwrote it. Locking system fields against manual editing is one of the less glamorous shared inbox best practices, and one of the few that has a directly measurable cost when skipped.

Closing the Loop With the Conversions API

Without conversion signal, Meta optimises click-to-chat ads for conversations started. You will get cheaper conversations and, frequently, worse ones. Sending qualification and purchase events back through the Conversions API is what moves the auction from volume to value.

Meta runs a specific variant for this, Conversions API for Business Messaging, and its requirements are narrow enough to get wrong:

• action_source is "business_messaging" — a fixed value across all messaging channels. Not "chat", not "other".
• messaging_channel is "whatsapp" (the same field takes "messenger" or "instagram" for the other surfaces).
• For WhatsApp, user_data must carry whatsapp_business_account_id and ctwa_clid.
• ctwa_clid must not be hashed. Meta's parameter reference marks it "Do not hash" explicitly. Email and phone still require SHA-256; this field is the exception, and a pipeline that hashes everything in user_data by default will silently break attribution.
• Non-web events require only action_source — you do not need client_user_agent or event_source_url, which web events do require.

Supported event_name values include Purchase, LeadSubmitted, QualifiedLead, InitiateCheckout, AddToCart, ViewContent, OrderCreated, OrderShipped, OrderDelivered, OrderCanceled, OrderReturned, CartAbandoned, RatingProvided and ReviewProvided. For a sales desk, QualifiedLead fired when an agent marks a thread qualified is usually the highest-signal event you can send early enough to be useful.

One operational warning from Meta's own guidance: Meta does not deduplicate these events for you, and explicitly encourages advertisers to deduplicate before sending. If both your inbox automation and your CRM can mark a deal won, decide now which one owns the event, or you will train the auction on inflated conversion counts.

A Pre-Launch Checklist for Click-to-Chat Ads

• Objective matches the creative. One of the four permitted values, and strictly OUTCOME_ENGAGEMENT if the creative uses ctwa_call_prompt.
• Destination is set and live. destination_type of "WHATSAPP", pointed at a number someone is actually watching.
• Welcome message matches your intent-capture goal. Autofill for volume, ice breakers for branching, Flow for structured data. Sequences versioned rather than edited, since a sequence attached to a live ad cannot be changed.
• Webhook handles a missing referral key. Users can strip it. Test that path deliberately rather than discovering it in production.
• ctwa_clid is persisted on first message, unhashed, and write-protected. It never arrives twice.
• Someone replies inside 24 hours, always. That reply opens the 72-hour free entry point window. Set the SLA timer to something well short of it and alert on breach.
• Follow-up cadence is built around the 72-hour boundary, not around a generic drip schedule.
• Templates for post-window re-engagement are approved before launch. Approval is Meta's decision and takes as long as it takes — see WhatsApp message template approval. A WhatsApp Business Account holds a maximum of 250 templates, so prune before you add.
• Conversions API events fire with business_messaging, whatsapp and an unhashed ctwa_clid — and exactly one system owns each event.

None of this is exotic. Click-to-chat ads come down to a handful of fields, two windows and one identifier. But the gap between a click-to-chat campaign that reports well and one that quietly loses its attribution is almost entirely in this list, and most of it has to be right before the first impression is served rather than after.