---
title: "SaaS workspace welcome WhatsApp template (utility)"
description: "Onboard new SaaS users on WhatsApp with this workspace-ready message and open-workspace button. Utility template, variables explained, 3 onboarding variations."
canonical: "https://omnichannels.ai/templates/saas-welcome/"
language: "en"
updated: "2026-10-10"
publisher: "BroadNet Technologies"
brand: "OmniChannels.ai"
---

# SaaS workspace welcome WhatsApp template (utility)

Canonical: https://omnichannels.ai/templates/saas-welcome/
Language: en
Publisher: OmniChannels.ai by BroadNet Technologies

Send it right after sign-up or when a new workspace is provisioned. It confirms the account is ready and opens a support channel where users can ask for help while they get started.

- Channel: WhatsApp
- WhatsApp category: Utility
- Industry: SaaS and apps
- Use case: Welcome
- Characters: 142 / 1024

```text
Welcome to {{1}}, {{2}}! Your workspace is ready. Reply here at any time if you need help getting started; our support team is available 24/7.
```
Buttons: Open my workspace

## Variables explained

| Variable | What it is | Example |
|---|---|---|
| `{{1}}` | Product or app name | Planly |
| `{{2}}` | User's first name | Sophie |

## Category and compliance notes

Meta classifies this as a utility template: it is triggered by a specific transaction, account event or booking the customer already has. Keep it free of offers, discounts and promotional links; any promotional line makes Meta recategorise it as marketing.

## Variations

### Invited team member

```text
Welcome to {{1}}, {{2}}! {{3}} has invited you to the {{4}} workspace. Open it below to get started, and reply here if you need any help.
```
Buttons: Open my workspace

### With setup checklist

```text
Welcome to {{1}}, {{2}}! Your workspace is ready. Three steps to get going: invite your team, connect your calendar and create your first project.
```
Buttons: Open my workspace | Invite my team

### With onboarding call

```text
Welcome to {{1}}, {{2}}! Your workspace is ready. Would you like a short setup call with our onboarding team?
```
Buttons: Open my workspace | Book a setup call

## How to use this template

1. **Copy the template:** Copy the body, footer and buttons exactly as shown, including the {{1}} variables.
2. **Add sample values:** Meta asks for a sample value for every variable when you submit, so use the examples in the table above.
3. **Submit it for approval:** Create it in WhatsApp Manager or through the API under the category shown, in the language you send in.
4. **Send it:** Once approved, send it from your campaigns or trigger it from your systems over the API.

## Related templates

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- [SaaS incident notice SMS template (transactional)](https://omnichannels.ai/templates/saas-incident/)

[Browse the template library](https://omnichannels.ai/tools/message-templates/)