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docs(integrate-whatsapp): pre-submit checklist + name-collision recovery for templates#9

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docs(integrate-whatsapp): pre-submit checklist + name-collision recovery for templates#9
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@posthog posthog Bot commented Jun 29, 2026

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Summary

WhatsApp template creation users keep getting stuck on the create form, hitting a string of late, on-submit validation errors — empty quick-reply button text, the per-WABA "template name already exists" collision, and missing example values / invalid characters. The buggy form lives in the app.kapso.ai web app (not this repo); the companion fix here is to document these rules so the integrate-whatsapp skill can steer users past them before they submit.

  • templates-reference.md: new Template naming rules (lowercase/underscore charset, ≤512 chars, per-WABA name uniqueness + how to recover from a collision), a Pre-submit validation checklist, and a Common creation errors and recovery table.
  • SKILL.md: creation pre-submit checklist plus a troubleshooting block for the name-collision, missing-examples, invalid-character, and empty-button errors.

Why

Two recorded sessions across two distinct users showed the same friction on /whatsapp_templates/new: a user was bounced by an unflagged empty quick-reply button, then dead-ended on "template name already exists" (escaping only by switching WhatsApp accounts + renaming), and another repeatedly failed with "Please provide example values for all parameters" and invalid-character errors. The existing reference documented the individual rules but never collated them into a pre-submit checklist, nor mentioned the per-WABA uniqueness rule or how to recover from a collision.

Scope note

This is the documentation half of the fix. The primary symptom — late, on-submit validation instead of inline blocking, and the name-collision dead-end — lives in the app.kapso.ai web-app create form, which is not in this repo and is not changed here.

Test plan

  • npm run validate
  • npm run check:syntax

Created with PostHog Code from an inbox report.

… recovery for templates

Template creation users repeatedly hit late, on-submit validation errors:
empty quick-reply button text, the per-WABA "template name already exists"
collision, and missing example values / invalid characters.

Document these up front so the agent can steer users past them before submit:

- templates-reference.md: add "Template naming rules" (lowercase/underscore
  charset, ≤512 chars, per-WABA uniqueness + recovery options), a
  "Pre-submit validation checklist", and a "Common creation errors and
  recovery" table.
- SKILL.md: add a creation pre-submit checklist and a troubleshooting block
  covering the name-collision, missing-examples, invalid-character, and
  empty-button-text errors.

Generated-By: PostHog Code
Task-Id: e11e3537-a92c-47a8-aa49-03e3dc522fea
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