Glossary
Who can do this
- Anyone
24-hour service window
The period after a customer's message during which you can send free-form replies. Outside it, only approved templates. More.
Agent
The role for people who work the inbox. No access to the WhatsApp connection, members, integrations, contact fields or billing. More.
Automation
A trigger plus a tree of steps that runs for a contact when the trigger fires. More.
Blocked
A contact flag. Blocked contacts are excluded from every campaign.
Campaign
One approved template sent to many contacts. More.
Cloud API
Meta's hosted implementation of the WhatsApp Business Platform. What Boldally Chat runs on.
Contact
A person you message. Created automatically on first inbound message, by CSV import, by hand, or from a Shopify sync.
Custom field
A field you define on contacts beyond name, phone, email and tags. More.
Embedded signup
Meta's sign-in flow used to connect your WhatsApp Business Account without pasting tokens.
Interactive message
A message with buttons or a list the customer taps instead of typing. A tap reopens the service window.
Marketing template
Template category for promotional messages. Contacts marked Unsubscribed are excluded from campaigns using one.
Messaging limit
Meta's cap on how many unique customers you can start a conversation with per rolling 24 hours. Shown on SettingsWhatsApp.
Meta Business portfolio
Your business identity at Meta. Holds verification status and the payment method Meta charges for messages.
Owner
The role with full access, including billing and ownership transfer.
Placeholder
{{1}}, {{2}} and so on in a template, replaced with real values when sent.
More.
Quality rating
Meta's green / yellow / red score per phone number, driven by how recipients react to your messages. Affects your messaging limit.
Quick message
A saved reply, inserted from the composer by typing /. Not a template and not
usable outside the service window. More.
Sample value
A realistic example you give for each template placeholder, used by Meta during review. Never sent to a customer.
Service message
A free-form message sent inside the 24-hour window. Not charged as a template.
Tag
A label on a contact. Drives inbox filters, contact filters and campaign audiences. More.
Template
A message Meta has approved in advance. Required to start a conversation or to message outside the service window. More.
Test mode
An automation run state that fires on real events but only sends to contacts carrying your test-contacts tag. More.
Unsubscribed
A contact flag. Excluded from campaigns that use a Marketing template; still reachable by utility and authentication templates.
Utility template
Template category for transactional messages: orders, shipping, appointments, refunds. Cheaper than marketing at Meta's rates.
WABA
WhatsApp Business Account. Yours, not ours. Holds your phone numbers, templates and messaging limit. More.
Workspace
One business inside Boldally Chat: its WhatsApp connection, contacts, team and subscription.