Which category should I submit this KYC template under?+
Utility. Collecting KYC is a transactional message tied to a real account action, so it belongs in the utility category and bills at the cheaper utility rate per delivered message. Do not add any promotional line, or it will be reclassified as marketing.
Does a KYC collection message need opt-in?+
Consent to be contacted on WhatsApp still applies as your foundation. Utility templates like this are tied to a real action the customer has taken (opening an account, booking a shipment), which is why they can be sent as service messages — but you should always have a lawful basis and a way for customers to opt out.
Is it safe to collect documents over WhatsApp?+
Send the request over WhatsApp but collect the actual documents through a secure link behind the 'Complete KYC' button, not as chat attachments. That keeps sensitive PAN, GST and address proofs inside a controlled, encrypted upload flow rather than sitting in a conversation thread.
Can I edit the wording?+
Yes. Adjust the message to your brand and process, but keep it strictly informational to stay inside the utility category, and re-submit the edited template for approval before sending. Any change to the body or buttons requires a fresh review.
How quickly can I send it after setting it up?+
Once the template is approved — typically within a day for a clean utility submission — you can send it instantly through InfiQ, personalised per customer, within your service window.
What documents should I put in {{3}}?+
List the exact proofs you actually need, such as GST certificate, PAN and an address proof. Naming them precisely removes hesitation and speeds up completion, and it also helps the reviewer see the message resolves to sensible content via your sample values.
What does it cost to send at scale?+
It bills at Meta's utility rate per delivered message, shown as transparent ₹ pricing (ex-GST) in InfiQ before you send. There is no per-conversation charge — Meta moved off that model on 1 July 2025 — so you pay per delivered utility message and can model a full batch in advance.
Can I send it in Hindi or a regional language?+
Yes. Create a language-specific version of the same template, add sample values, and submit it for approval. The category and rules are identical, and completion rates are usually higher when the ask is in the customer's own language.