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How to use OTP Template message in WhatsApp

Implementing OTP Authentication via WhatsApp message templates in Flexito OmniAI enhances security and user experience. This guide walks you through the setup, ensuring your customers can securely verify their identity with ease. This guide will show you how to set up OTP Authent

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Implementing OTP Authentication via WhatsApp message templates in Flexito OmniAI enhances security and user experience. This guide walks you through the setup, ensuring your customers can securely verify their identity with ease.

This guide will show you how to set up OTP Authentication using WhatsApp message templates in Flexito OmniAI. Follow the steps below, complete with visuals, to implement OTP Authentication successfully.

1. Create a WhatsApp Message Template

  • Go to Content > Message Template.

  • Click on New Template.

  • Template Details:

  • Name: Enter a name for your template, such as "OTP Login".

  • Category: Choose Authentication.

Message Content:

  • Personalise the message, for example: "Your verification code is {{1}}. For your security, do not share this code.".

  • Optional fields:

  • Include a Security Disclaimer (recommended).

  • Specify the Code Expiry Duration, such as "This code will expire in 3 minutes."

Review your message to ensure it meets your standards.

Submit the template for approval. Once approved, it will be ready to use.

2. Set Up the Flow to Use the Message Template

  • Create a new flow or modify an existing one.

  • Add a Send Message block.

  • Select Message Template under the "Other" category.

  • Select your OTP message template from the list.

  • Insert Variables:

  • Add the dynamic custom field for the OTP code, such as {{OTP_Code}}.

3. Generate the OTP Code

  • Before sending the message, generate a unique OTP code:

  • Add an Action Block to the flow.

  1. Select Set Variable Value.

  1. Configuration:

  2. Set the Variable Name to OTP_Code.

  3. Under Operation, select Generate Random Text.

  4. Use the format #### for a 4-digit code.

  • Save the action node setup.

4. Prompt the User to Enter the OTP

  • Add a Question Block to request the OTP from the user:

  • Message: "We've sent you a code on WhatsApp. Please copy and paste it here."

  • Save the user’s input to a custom field, such as Response.

5. Validate the OTP

  • Add a Condition Block to compare the OTP:

  • Condition: Ensure OTP_Code (generated) matches Response (user input).

  • Outcomes:

  • If Yes: Continue to the next step, e.g., "User Verified."

  • If No: Show an error message, e.g., "Invalid Code. Please try again.".

  1. Retry Mechanism

  • Allow users to retry if the OTP is incorrect:

  • Add a Button Block with options to restart the OTP flow.

Key Notes:

  • Ensure the WhatsApp template is approved before use.

  • Customise messages and variables to match your brand's tone.

  • Test the flow thoroughly before deployment.

For further assistance, please submit a ticket to .