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Add Templates API guide - #51

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pelcasandra merged 2 commits into
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codex/templates-api-guide
Aug 7, 2026
Merged

Add Templates API guide#51
pelcasandra merged 2 commits into
mainfrom
codex/templates-api-guide

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@pelcasandra pelcasandra commented Aug 7, 2026

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Summary

  • add a bilingual guide for creating, approving, personalizing, sending, updating, and troubleshooting API templates
  • distinguish SMS, WhatsApp, and compatible-channel templates, including Meta review and customer-service-window behavior
  • add the guide to Developers navigation and cross-link it from the Developers overview and SMS API guide

Validation

  • yarn build
  • verified both generated EN/ES routes return HTTP 200
  • verified local links and anchors on both generated pages
  • verified all referenced API anchors against the current API reference
  • git diff --cached --check

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💡 Codex Review

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Reviewed commit: 1d5fb5894a

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Comment thread _i18n/en/developers/templates-with-api.md Outdated
@pelcasandra
pelcasandra merged commit 8b33d63 into main Aug 7, 2026
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💡 Codex Review

Here are some automated review suggestions for this pull request.

Reviewed commit: ef17a46d29

ℹ️ About Codex in GitHub

Your team has set up Codex to review pull requests in this repo. Reviews are triggered when you

  • Open a pull request for review
  • Mark a draft as ready
  • Comment "@codex review".

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@@ -0,0 +1,243 @@
A template stores reusable message content in Hellotext. Create it once through the Templates API, keep its Hellotext ID, and use that ID when your backend sends an individual message through the Messages API.

Creating a template does not send a message, create a campaign, or enable a playbook. Delivery still depends on the selected channel, the customer profile, consent, channel availability, and, for WhatsApp, Meta approval and the customer service window.

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P2 Badge Remove the service window as a template prerequisite

When a backend sends an approved WhatsApp template after the customer service window has closed, the closed window does not prevent that send; it is precisely when a template is required, as this guide explains at line 202 and the WhatsApp fundamentals explain elsewhere. Describing delivery as depending on the window can lead integrators to suppress valid template sends or misdiagnose failures. Limit the window dependency to free-form messages, and make the equivalent correction in the Spanish guide.

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