feat: Add support for sending CSAT surveys via templates (Whatsapp Twilio) (#13143)

Fixes
https://linear.app/chatwoot/issue/CW-6189/support-for-sending-csat-surveys-via-approved-whatsapp

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>

app/controllers/api/v1/accounts/inbox_csat_templates_controller.rb

@@ -1,38 +1,27 @@
 class Api::V1::Accounts::InboxCsatTemplatesController < Api::V1::Accounts::BaseController
-  DEFAULT_BUTTON_TEXT = 'Please rate us'.freeze
-  DEFAULT_LANGUAGE = 'en'.freeze
-
   before_action :fetch_inbox
   before_action :validate_whatsapp_channel
 
   def show
-    template = @inbox.csat_config&.dig('template')
+    service = CsatTemplateManagementService.new(@inbox)
-    return render json: { template_exists: false } unless template
+    result = service.template_status
 
-    template_name = template['name'] || Whatsapp::CsatTemplateNameService.csat_template_name(@inbox.id)
+    if result[:service_error]
-    status_result = @inbox.channel.provider_service.get_template_status(template_name)
+      render json: { error: result[:service_error] }, status: :internal_server_error
-
+    else
-    render_template_status_response(status_result, template_name)
+      render json: result
-  rescue StandardError => e
+    end
-    Rails.logger.error "Error fetching CSAT template status: #{e.message}"
-    render json: { error: e.message }, status: :internal_server_error
   end
 
   def create
     template_params = extract_template_params
     return render_missing_message_error if template_params[:message].blank?
 
-    # Delete existing template even though we are using a new one.
+    service = CsatTemplateManagementService.new(@inbox)
-    # We don't want too many templates in the business portfolio, but the create operation shouldn't fail if deletion fails.
+    result = service.create_template(template_params)
-    delete_existing_template_if_needed
-
-    result = create_template_via_provider(template_params)
     render_template_creation_result(result)
   rescue ActionController::ParameterMissing
     render json: { error: 'Template parameters are required' }, status: :unprocessable_entity
-  rescue StandardError => e
-    Rails.logger.error "Error creating CSAT template: #{e.message}"
-    render json: { error: 'Template creation failed' }, status: :internal_server_error
   end
 
   private
@@ -43,9 +32,9 @@ class Api::V1::Accounts::InboxCsatTemplatesController < Api::V1::Accounts::BaseC
   end
 
   def validate_whatsapp_channel
-    return if @inbox.whatsapp?
+    return if @inbox.whatsapp? || @inbox.twilio_whatsapp?
 
-    render json: { error: 'CSAT template operations only available for WhatsApp channels' },
+    render json: { error: 'CSAT template operations only available for WhatsApp and Twilio WhatsApp channels' },
            status: :bad_request
   end
 
@@ -57,36 +46,37 @@ class Api::V1::Accounts::InboxCsatTemplatesController < Api::V1::Accounts::BaseC
     render json: { error: 'Message is required' }, status: :unprocessable_entity
   end
 
-  def create_template_via_provider(template_params)
-    template_config = {
-      message: template_params[:message],
-      button_text: template_params[:button_text] || DEFAULT_BUTTON_TEXT,
-      base_url: ENV.fetch('FRONTEND_URL', 'http://localhost:3000'),
-      language: template_params[:language] || DEFAULT_LANGUAGE,
-      template_name: Whatsapp::CsatTemplateNameService.csat_template_name(@inbox.id)
-    }
-
-    @inbox.channel.provider_service.create_csat_template(template_config)
-  end
-
   def render_template_creation_result(result)
     if result[:success]
       render_successful_template_creation(result)
+    elsif result[:service_error]
+      render json: { error: result[:service_error] }, status: :internal_server_error
     else
       render_failed_template_creation(result)
     end
   end
 
   def render_successful_template_creation(result)
+    if @inbox.twilio_whatsapp?
+      render json: {
+        template: {
+          friendly_name: result[:friendly_name],
+          content_sid: result[:content_sid],
+          status: result[:status] || 'pending',
+          language: result[:language] || 'en'
+        }
+      }, status: :created
+    else
       render json: {
         template: {
           name: result[:template_name],
           template_id: result[:template_id],
           status: 'PENDING',
-        language: result[:language] || DEFAULT_LANGUAGE
+          language: result[:language] || 'en'
         }
       }, status: :created
     end
+  end
 
   def render_failed_template_creation(result)
     whatsapp_error = parse_whatsapp_error(result[:response_body])
@@ -98,45 +88,6 @@ class Api::V1::Accounts::InboxCsatTemplatesController < Api::V1::Accounts::BaseC
     }, status: :unprocessable_entity
   end
 
-  def delete_existing_template_if_needed
-    template = @inbox.csat_config&.dig('template')
-    return true if template.blank?
-
-    template_name = template['name']
-    return true if template_name.blank?
-
-    template_status = @inbox.channel.provider_service.get_template_status(template_name)
-    return true unless template_status[:success]
-
-    deletion_result = @inbox.channel.provider_service.delete_csat_template(template_name)
-    if deletion_result[:success]
-      Rails.logger.info "Deleted existing CSAT template '#{template_name}' for inbox #{@inbox.id}"
-      true
-    else
-      Rails.logger.warn "Failed to delete existing CSAT template '#{template_name}' for inbox #{@inbox.id}: #{deletion_result[:response_body]}"
-      false
-    end
-  rescue StandardError => e
-    Rails.logger.error "Error during template deletion for inbox #{@inbox.id}: #{e.message}"
-    false
-  end
-
-  def render_template_status_response(status_result, template_name)
-    if status_result[:success]
-      render json: {
-        template_exists: true,
-        template_name: template_name,
-        status: status_result[:template][:status],
-        template_id: status_result[:template][:id]
-      }
-    else
-      render json: {
-        template_exists: false,
-        error: 'Template not found'
-      }
-    end
-  end
-
   def parse_whatsapp_error(response_body)
     return { user_message: nil, technical_details: nil } if response_body.blank?
 

app/controllers/api/v1/accounts/inboxes_controller.rb

@@ -176,7 +176,7 @@ class Api::V1::Accounts::InboxesController < Api::V1::Accounts::BaseController
      :lock_to_single_conversation, :portal_id, :sender_name_type, :business_name,
      { csat_config: [:display_type, :message, :button_text, :language,
                      { survey_rules: [:operator, { values: [] }],
-                       template: [:name, :template_id, :created_at, :language] }] }]
+                       template: [:name, :template_id, :friendly_name, :content_sid, :approval_sid, :created_at, :language, :status] }] }]
   end
 
   def permitted_params(channel_attributes = [])

app/javascript/dashboard/routes/dashboard/settings/inbox/settingsPage/CustomerSatisfactionPage.vue

@@ -28,10 +28,15 @@ const { t } = useI18n();
 const store = useStore();
 const labels = useMapGetter('labels/getLabels');
 
-const { isAWhatsAppCloudChannel: isWhatsAppChannel } = useInbox(
+const { isAWhatsAppChannel, isATwilioWhatsAppChannel } = useInbox(
   props.inbox?.id
 );
 
+// Computed to check if it's any type of WhatsApp channel (Cloud or Twilio)
+const isAnyWhatsAppChannel = computed(
+  () => isAWhatsAppChannel.value || isATwilioWhatsAppChannel.value
+);
+
 const isUpdating = ref(false);
 const selectedLabelValues = ref([]);
 const currentLabel = ref('');
@@ -116,7 +121,9 @@ const templateApprovalStatus = computed(() => {
 
   // Handle existing template with status
   if (templateStatus.value?.template_exists && templateStatus.value.status) {
-    return statusMap[templateStatus.value.status] || statusMap.PENDING;
+    // Convert status to uppercase for consistency with statusMap keys
+    const normalizedStatus = templateStatus.value.status.toUpperCase();
+    return statusMap[normalizedStatus] || statusMap.PENDING;
   }
 
   // Default case - no template exists
@@ -155,7 +162,7 @@ const initializeState = () => {
     : [];
 
   // Store original template values for change detection
-  if (isWhatsAppChannel.value) {
+  if (isAnyWhatsAppChannel.value) {
     originalTemplateValues.value = {
       message: state.message,
       templateButtonText: state.templateButtonText,
@@ -165,7 +172,7 @@ const initializeState = () => {
 };
 
 const checkTemplateStatus = async () => {
-  if (!isWhatsAppChannel.value) return;
+  if (!isAnyWhatsAppChannel.value) return;
 
   try {
     templateLoading.value = true;
@@ -195,7 +202,7 @@ const checkTemplateStatus = async () => {
 onMounted(() => {
   initializeState();
   if (!labels.value?.length) store.dispatch('labels/get');
-  if (isWhatsAppChannel.value) checkTemplateStatus();
+  if (isAnyWhatsAppChannel.value) checkTemplateStatus();
 });
 
 watch(() => props.inbox, initializeState, { immediate: true });
@@ -225,7 +232,7 @@ const removeLabel = label => {
 
 // Check if template-related fields have changed
 const hasTemplateChanges = () => {
-  if (!isWhatsAppChannel.value) return false;
+  if (!isAnyWhatsAppChannel.value) return false;
 
   const original = originalTemplateValues.value;
   return (
@@ -254,10 +261,28 @@ const shouldCreateTemplate = () => {
 
 // Build template config for saving
 const buildTemplateConfig = () => {
-  if (!hasExistingTemplate()) return null;
+  if (!hasExistingTemplate()) {
+    return null;
+  }
 
   const { template_name, template_id, template, status } =
     templateStatus.value || {};
+
+  if (isATwilioWhatsAppChannel.value) {
+    // Twilio WhatsApp format - get from existing template config
+    const existingTemplate = props.inbox?.csat_config?.template;
+
+    return existingTemplate
+      ? {
+          friendly_name: existingTemplate.friendly_name,
+          content_sid: existingTemplate.content_sid,
+          language: existingTemplate.language || state.templateLanguage,
+          status: existingTemplate.status || status,
+        }
+      : null;
+  }
+
+  // WhatsApp Cloud format
   return {
     name: template_name,
     template_id,
@@ -273,11 +298,11 @@ const updateInbox = async attributes => {
     ...attributes,
   };
 
-  return store.dispatch('inboxes/updateInbox', payload);
+  await store.dispatch('inboxes/updateInbox', payload);
 };
 
 const createTemplate = async () => {
-  if (!isWhatsAppChannel.value) return null;
+  if (!isAnyWhatsAppChannel.value) return null;
 
   const response = await store.dispatch('inboxes/createCSATTemplate', {
     inboxId: props.inbox.id,
@@ -298,7 +323,7 @@ const performSave = async () => {
 
     // For WhatsApp channels, create template first if needed
     if (
-      isWhatsAppChannel.value &&
+      isAnyWhatsAppChannel.value &&
       state.csatSurveyEnabled &&
       shouldCreateTemplate()
     ) {
@@ -326,6 +351,17 @@ const performSave = async () => {
 
     // Use new template data if created, otherwise preserve existing template information
     if (newTemplateData) {
+      if (isATwilioWhatsAppChannel.value) {
+        // Twilio WhatsApp template format
+        csatConfig.template = {
+          friendly_name: newTemplateData.friendly_name,
+          content_sid: newTemplateData.content_sid,
+          language: newTemplateData.language,
+          status: newTemplateData.status,
+          created_at: new Date().toISOString(),
+        };
+      } else {
+        // WhatsApp Cloud template format
         csatConfig.template = {
           name: newTemplateData.name,
           template_id: newTemplateData.template_id,
@@ -333,6 +369,7 @@ const performSave = async () => {
           status: newTemplateData.status,
           created_at: new Date().toISOString(),
         };
+      }
     } else {
       const templateConfig = buildTemplateConfig();
       if (templateConfig) {
@@ -356,8 +393,9 @@ const performSave = async () => {
 
 const saveSettings = async () => {
   // Check if we need to show confirmation dialog for WhatsApp template changes
+  // This applies to both WhatsApp Cloud and Twilio WhatsApp channels
   if (
-    isWhatsAppChannel.value &&
+    isAnyWhatsAppChannel.value &&
     state.csatSurveyEnabled &&
     hasExistingTemplate() &&
     hasTemplateChanges()
@@ -390,7 +428,7 @@ const handleConfirmTemplateUpdate = async () => {
       <div class="grid gap-5">
         <!-- Show display type only for non-WhatsApp channels -->
         <WithLabel
-          v-if="!isWhatsAppChannel"
+          v-if="!isAnyWhatsAppChannel"
           :label="$t('INBOX_MGMT.CSAT.DISPLAY_TYPE.LABEL')"
           name="display_type"
         >
@@ -400,7 +438,7 @@ const handleConfirmTemplateUpdate = async () => {
           />
         </WithLabel>
 
-        <template v-if="isWhatsAppChannel">
+        <template v-if="isAnyWhatsAppChannel">
           <div
             class="flex flex-col gap-4 justify-between w-full lg:flex-row lg:gap-6"
           >
@@ -536,7 +574,7 @@ const handleConfirmTemplateUpdate = async () => {
         </WithLabel>
         <p class="text-sm italic text-n-slate-11">
           {{
-            isWhatsAppChannel
+            isAnyWhatsAppChannel
               ? $t('INBOX_MGMT.CSAT.WHATSAPP_NOTE')
               : $t('INBOX_MGMT.CSAT.NOTE')
           }}

app/models/inbox.rb

@@ -158,6 +158,10 @@ class Inbox < ApplicationRecord
     channel_type == 'Channel::Whatsapp'
   end
 
+  def twilio_whatsapp?
+    channel_type == 'Channel::TwilioSms' && channel.medium == 'whatsapp'
+  end
+
   def assignable_agents
     (account.users.where(id: members.select(:user_id)) + account.administrators).uniq
   end

app/services/csat_survey_service.rb

@@ -6,6 +6,8 @@ class CsatSurveyService
 
     if whatsapp_channel? && template_available_and_approved?
       send_whatsapp_template_survey
+    elsif inbox.twilio_whatsapp? && twilio_template_available_and_approved?
+      send_twilio_whatsapp_template_survey
     elsif within_messaging_window?
       ::MessageTemplates::Template::CsatSurvey.new(conversation: conversation).perform
     else
@@ -45,7 +47,7 @@ class CsatSurveyService
     template_config = inbox.csat_config&.dig('template')
     return false unless template_config
 
-    template_name = template_config['name'] || Whatsapp::CsatTemplateNameService.csat_template_name(inbox.id)
+    template_name = template_config['name'] || CsatTemplateNameService.csat_template_name(inbox.id)
 
     status_result = inbox.channel.provider_service.get_template_status(template_name)
 
@@ -55,9 +57,25 @@ class CsatSurveyService
     false
   end
 
+  def twilio_template_available_and_approved?
+    template_config = inbox.csat_config&.dig('template')
+    return false unless template_config
+
+    content_sid = template_config['content_sid']
+    return false unless content_sid
+
+    template_service = Twilio::CsatTemplateService.new(inbox.channel)
+    status_result = template_service.get_template_status(content_sid)
+
+    status_result[:success] && status_result[:template][:status] == 'approved'
+  rescue StandardError => e
+    Rails.logger.error "Error checking Twilio CSAT template status: #{e.message}"
+    false
+  end
+
   def send_whatsapp_template_survey
     template_config = inbox.csat_config&.dig('template')
-    template_name = template_config['name'] || Whatsapp::CsatTemplateNameService.csat_template_name(inbox.id)
+    template_name = template_config['name'] || CsatTemplateNameService.csat_template_name(inbox.id)
 
     phone_number = conversation.contact_inbox.source_id
     template_info = build_template_info(template_name, template_config)
@@ -95,6 +113,26 @@ class CsatSurveyService
     )
   end
 
+  def send_twilio_whatsapp_template_survey
+    template_config = inbox.csat_config&.dig('template')
+    content_sid = template_config['content_sid']
+
+    phone_number = conversation.contact_inbox.source_id
+    content_variables = { '1' => conversation.uuid }
+    message = build_csat_message
+
+    send_service = Twilio::SendOnTwilioService.new(message: message)
+    result = send_service.send_csat_template_message(
+      phone_number: phone_number,
+      content_sid: content_sid,
+      content_variables: content_variables
+    )
+
+    message.update!(source_id: result[:message_id]) if result[:success] && result[:message_id].present?
+  rescue StandardError => e
+    Rails.logger.error "Error sending Twilio WhatsApp CSAT template for conversation #{conversation.id}: #{e.message}"
+  end
+
   def create_csat_not_sent_activity_message
     content = I18n.t('conversations.activity.csat.not_sent_due_to_messaging_window')
     activity_message_params = {

app/services/csat_template_management_service.rb

@@ -0,0 +1,196 @@
+class CsatTemplateManagementService
+  DEFAULT_BUTTON_TEXT = 'Please rate us'.freeze
+  DEFAULT_LANGUAGE = 'en'.freeze
+
+  def initialize(inbox)
+    @inbox = inbox
+  end
+
+  def template_status
+    template = @inbox.csat_config&.dig('template')
+    return { template_exists: false } unless template
+
+    if @inbox.twilio_whatsapp?
+      get_twilio_template_status(template)
+    else
+      get_whatsapp_template_status(template)
+    end
+  rescue StandardError => e
+    Rails.logger.error "Error fetching CSAT template status: #{e.message}"
+    { service_error: e.message }
+  end
+
+  def create_template(template_params)
+    validate_template_params!(template_params)
+
+    delete_existing_template_if_needed
+
+    result = create_template_via_provider(template_params)
+    update_inbox_csat_config(result) if result[:success]
+
+    result
+  rescue StandardError => e
+    Rails.logger.error "Error creating CSAT template: #{e.message}"
+    { success: false, service_error: 'Template creation failed' }
+  end
+
+  private
+
+  def validate_template_params!(template_params)
+    raise ActionController::ParameterMissing, 'message' if template_params[:message].blank?
+  end
+
+  def create_template_via_provider(template_params)
+    if @inbox.twilio_whatsapp?
+      create_twilio_template(template_params)
+    else
+      create_whatsapp_template(template_params)
+    end
+  end
+
+  def create_twilio_template(template_params)
+    template_config = build_template_config(template_params)
+    template_service = Twilio::CsatTemplateService.new(@inbox.channel)
+    template_service.create_template(template_config)
+  end
+
+  def create_whatsapp_template(template_params)
+    template_config = build_template_config(template_params)
+    Whatsapp::CsatTemplateService.new(@inbox.channel).create_template(template_config)
+  end
+
+  def build_template_config(template_params)
+    {
+      message: template_params[:message],
+      button_text: template_params[:button_text] || DEFAULT_BUTTON_TEXT,
+      base_url: ENV.fetch('FRONTEND_URL', 'http://localhost:3000'),
+      language: template_params[:language] || DEFAULT_LANGUAGE,
+      template_name: CsatTemplateNameService.csat_template_name(@inbox.id)
+    }
+  end
+
+  def update_inbox_csat_config(result)
+    current_config = @inbox.csat_config || {}
+    template_data = build_template_data_from_result(result)
+    updated_config = current_config.merge('template' => template_data)
+    @inbox.update!(csat_config: updated_config)
+  end
+
+  def build_template_data_from_result(result)
+    if @inbox.twilio_whatsapp?
+      build_twilio_template_data(result)
+    else
+      build_whatsapp_cloud_template_data(result)
+    end
+  end
+
+  def build_twilio_template_data(result)
+    {
+      'friendly_name' => result[:friendly_name],
+      'content_sid' => result[:content_sid],
+      'approval_sid' => result[:approval_sid],
+      'language' => result[:language],
+      'status' => result[:whatsapp_status] || result[:status],
+      'created_at' => Time.current.iso8601
+    }.compact
+  end
+
+  def build_whatsapp_cloud_template_data(result)
+    {
+      'name' => result[:template_name],
+      'template_id' => result[:template_id],
+      'language' => result[:language],
+      'created_at' => Time.current.iso8601
+    }
+  end
+
+  def get_twilio_template_status(template)
+    content_sid = template['content_sid']
+    return { template_exists: false } unless content_sid
+
+    template_service = Twilio::CsatTemplateService.new(@inbox.channel)
+    status_result = template_service.get_template_status(content_sid)
+
+    if status_result[:success]
+      {
+        template_exists: true,
+        friendly_name: template['friendly_name'],
+        content_sid: template['content_sid'],
+        status: status_result[:template][:status],
+        language: template['language']
+      }
+    else
+      {
+        template_exists: false,
+        error: 'Template not found'
+      }
+    end
+  end
+
+  def get_whatsapp_template_status(template)
+    template_name = template['name'] || CsatTemplateNameService.csat_template_name(@inbox.id)
+    status_result = Whatsapp::CsatTemplateService.new(@inbox.channel).get_template_status(template_name)
+
+    if status_result[:success]
+      {
+        template_exists: true,
+        template_name: template_name,
+        status: status_result[:template][:status],
+        template_id: status_result[:template][:id]
+      }
+    else
+      {
+        template_exists: false,
+        error: 'Template not found'
+      }
+    end
+  end
+
+  def delete_existing_template_if_needed
+    template = @inbox.csat_config&.dig('template')
+    return true if template.blank?
+
+    if @inbox.twilio_whatsapp?
+      delete_existing_twilio_template(template)
+    else
+      delete_existing_whatsapp_template(template)
+    end
+  rescue StandardError => e
+    Rails.logger.error "Error during template deletion for inbox #{@inbox.id}: #{e.message}"
+    false
+  end
+
+  def delete_existing_twilio_template(template)
+    content_sid = template['content_sid']
+    return true if content_sid.blank?
+
+    template_service = Twilio::CsatTemplateService.new(@inbox.channel)
+    deletion_result = template_service.delete_template(nil, content_sid)
+
+    if deletion_result[:success]
+      Rails.logger.info "Deleted existing Twilio CSAT template '#{content_sid}' for inbox #{@inbox.id}"
+      true
+    else
+      Rails.logger.warn "Failed to delete existing Twilio CSAT template '#{content_sid}' for inbox #{@inbox.id}: #{deletion_result[:response_body]}"
+      false
+    end
+  end
+
+  def delete_existing_whatsapp_template(template)
+    template_name = template['name']
+    return true if template_name.blank?
+
+    csat_template_service = Whatsapp::CsatTemplateService.new(@inbox.channel)
+    template_status = csat_template_service.get_template_status(template_name)
+    return true unless template_status[:success]
+
+    deletion_result = csat_template_service.delete_template(template_name)
+    if deletion_result[:success]
+      Rails.logger.info "Deleted existing CSAT template '#{template_name}' for inbox #{@inbox.id}"
+      true
+    else
+      Rails.logger.warn "Failed to delete existing CSAT template '#{template_name}' for inbox #{@inbox.id}: #{deletion_result[:response_body]}"
+      false
+    end
+  end
+end

app/services/csat_template_name_service.rb

@@ -1,4 +1,4 @@
-class Whatsapp::CsatTemplateNameService
+class CsatTemplateNameService
   CSAT_BASE_NAME = 'customer_satisfaction_survey'.freeze
 
   # Generates template names like: customer_satisfaction_survey_{inbox_id}_{version_number}

app/services/twilio/csat_template_api_client.rb

@@ -0,0 +1,68 @@
+class Twilio::CsatTemplateApiClient
+  def initialize(twilio_channel)
+    @twilio_channel = twilio_channel
+  end
+
+  def create_template(request_body)
+    HTTParty.post(
+      "#{api_base_path}/v1/Content",
+      headers: api_headers,
+      body: request_body.to_json
+    )
+  end
+
+  def submit_for_approval(approval_url, template_name, category)
+    request_body = {
+      name: template_name,
+      category: category
+    }
+
+    HTTParty.post(
+      approval_url,
+      headers: api_headers,
+      body: request_body.to_json
+    )
+  end
+
+  def delete_template(content_sid)
+    HTTParty.delete(
+      "#{api_base_path}/v1/Content/#{content_sid}",
+      headers: api_headers
+    )
+  end
+
+  def fetch_template(content_sid)
+    HTTParty.get(
+      "#{api_base_path}/v1/Content/#{content_sid}",
+      headers: api_headers
+    )
+  end
+
+  def fetch_approval_status(content_sid)
+    HTTParty.get(
+      "#{api_base_path}/v1/Content/#{content_sid}/ApprovalRequests",
+      headers: api_headers
+    )
+  end
+
+  private
+
+  def api_headers
+    {
+      'Authorization' => "Basic #{encoded_credentials}",
+      'Content-Type' => 'application/json'
+    }
+  end
+
+  def encoded_credentials
+    if @twilio_channel.api_key_sid.present?
+      Base64.strict_encode64("#{@twilio_channel.api_key_sid}:#{@twilio_channel.auth_token}")
+    else
+      Base64.strict_encode64("#{@twilio_channel.account_sid}:#{@twilio_channel.auth_token}")
+    end
+  end
+
+  def api_base_path
+    'https://content.twilio.com'
+  end
+end

app/services/twilio/csat_template_service.rb

@@ -0,0 +1,204 @@
+class Twilio::CsatTemplateService
+  DEFAULT_BUTTON_TEXT = 'Please rate us'.freeze
+  DEFAULT_LANGUAGE = 'en'.freeze
+  TEMPLATE_CATEGORY = 'UTILITY'.freeze
+  TEMPLATE_STATUS_PENDING = 'PENDING'.freeze
+  TEMPLATE_CONTENT_TYPE = 'twilio/call-to-action'.freeze
+
+  def initialize(twilio_channel)
+    @twilio_channel = twilio_channel
+    @api_client = Twilio::CsatTemplateApiClient.new(twilio_channel)
+  end
+
+  def create_template(template_config)
+    base_name = template_config[:template_name]
+    template_name = generate_template_name(base_name)
+    template_config_with_name = template_config.merge(template_name: template_name)
+
+    request_body = build_template_request_body(template_config_with_name)
+
+    # Step 1: Create template
+    response = @api_client.create_template(request_body)
+
+    return process_template_creation_response(response, template_config_with_name) unless response.success? && response['sid']
+
+    # Step 2: Submit for WhatsApp approval using the approval_create URL
+    approval_url = response.dig('links', 'approval_create')
+
+    if approval_url.present?
+      approval_response = submit_for_whatsapp_approval(approval_url, template_config_with_name[:template_name])
+      process_approval_response(approval_response, response, template_config_with_name)
+    else
+      Rails.logger.warn 'No approval_create URL provided in template creation response'
+      # Fallback if no approval URL provided
+      process_template_creation_response(response, template_config_with_name)
+    end
+  end
+
+  def delete_template(_template_name = nil, content_sid = nil)
+    content_sid ||= current_template_sid_from_config
+    return { success: false, error: 'No template to delete' } unless content_sid
+
+    response = @api_client.delete_template(content_sid)
+    { success: response.success?, response_body: response.body }
+  end
+
+  def get_template_status(content_sid)
+    return { success: false, error: 'No content SID provided' } unless content_sid
+
+    template_response = fetch_template_details(content_sid)
+    return template_response unless template_response[:success]
+
+    approval_response = fetch_approval_status(content_sid)
+    build_template_status_response(content_sid, template_response[:data], approval_response)
+  rescue StandardError => e
+    Rails.logger.error "Error fetching Twilio template status: #{e.message}"
+    { success: false, error: e.message }
+  end
+
+  private
+
+  def fetch_template_details(content_sid)
+    response = @api_client.fetch_template(content_sid)
+
+    if response.success?
+      { success: true, data: response }
+    else
+      Rails.logger.error "Failed to get template details: #{response.code} - #{response.body}"
+      { success: false, error: 'Template not found' }
+    end
+  end
+
+  def fetch_approval_status(content_sid)
+    @api_client.fetch_approval_status(content_sid)
+  end
+
+  def build_template_status_response(content_sid, template_response, approval_response)
+    if approval_response.success? && approval_response['whatsapp']
+      build_approved_template_response(content_sid, template_response, approval_response['whatsapp'])
+    else
+      build_pending_template_response(content_sid, template_response)
+    end
+  end
+
+  def build_approved_template_response(content_sid, template_response, whatsapp_data)
+    {
+      success: true,
+      template: {
+        content_sid: content_sid,
+        friendly_name: whatsapp_data['name'] || template_response['friendly_name'],
+        status: whatsapp_data['status'] || 'pending',
+        language: template_response['language'] || 'en'
+      }
+    }
+  end
+
+  def build_pending_template_response(content_sid, template_response)
+    {
+      success: true,
+      template: {
+        content_sid: content_sid,
+        friendly_name: template_response['friendly_name'],
+        status: 'pending',
+        language: template_response['language'] || 'en'
+      }
+    }
+  end
+
+  def generate_template_name(base_name)
+    current_template_name = current_template_name_from_config
+    CsatTemplateNameService.generate_next_template_name(base_name, @twilio_channel.inbox.id, current_template_name)
+  end
+
+  def current_template_name_from_config
+    @twilio_channel.inbox.csat_config&.dig('template', 'friendly_name')
+  end
+
+  def current_template_sid_from_config
+    @twilio_channel.inbox.csat_config&.dig('template', 'content_sid')
+  end
+
+  def template_exists_in_config?
+    content_sid = current_template_sid_from_config
+    friendly_name = current_template_name_from_config
+
+    content_sid.present? && friendly_name.present?
+  end
+
+  def build_template_request_body(template_config)
+    {
+      friendly_name: template_config[:template_name],
+      language: template_config[:language] || DEFAULT_LANGUAGE,
+      variables: {
+        '1' => '12345' # Example conversation UUID
+      },
+      types: {
+        TEMPLATE_CONTENT_TYPE => {
+          body: template_config[:message],
+          actions: [
+            {
+              type: 'URL',
+              title: template_config[:button_text] || DEFAULT_BUTTON_TEXT,
+              url: "#{template_config[:base_url]}/survey/responses/{{1}}"
+            }
+          ]
+        }
+      }
+    }
+  end
+
+  def submit_for_whatsapp_approval(approval_url, template_name)
+    @api_client.submit_for_approval(approval_url, template_name, TEMPLATE_CATEGORY)
+  end
+
+  def process_template_creation_response(response, template_config = {})
+    if response.success? && response['sid']
+      {
+        success: true,
+        content_sid: response['sid'],
+        friendly_name: template_config[:template_name],
+        language: template_config[:language] || DEFAULT_LANGUAGE,
+        status: TEMPLATE_STATUS_PENDING
+      }
+    else
+      Rails.logger.error "Twilio template creation failed: #{response.code} - #{response.body}"
+      {
+        success: false,
+        error: 'Template creation failed',
+        response_body: response.body
+      }
+    end
+  end
+
+  def process_approval_response(approval_response, creation_response, template_config)
+    if approval_response.success?
+      build_successful_approval_response(approval_response, creation_response, template_config)
+    else
+      build_failed_approval_response(approval_response, creation_response, template_config)
+    end
+  end
+
+  def build_successful_approval_response(approval_response, creation_response, template_config)
+    approval_data = approval_response.parsed_response
+    {
+      success: true,
+      content_sid: creation_response['sid'],
+      friendly_name: template_config[:template_name],
+      language: template_config[:language] || DEFAULT_LANGUAGE,
+      status: TEMPLATE_STATUS_PENDING,
+      approval_sid: approval_data['sid'],
+      whatsapp_status: approval_data.dig('whatsapp', 'status') || TEMPLATE_STATUS_PENDING
+    }
+  end
+
+  def build_failed_approval_response(approval_response, creation_response, template_config)
+    Rails.logger.error "Twilio template approval submission failed: #{approval_response.code} - #{approval_response.body}"
+    {
+      success: true,
+      content_sid: creation_response['sid'],
+      friendly_name: template_config[:template_name],
+      language: template_config[:language] || DEFAULT_LANGUAGE,
+      status: 'created'
+    }
+  end
+end

app/services/twilio/send_on_twilio_service.rb

@@ -1,4 +1,24 @@
 class Twilio::SendOnTwilioService < Base::SendOnChannelService
+  def send_csat_template_message(phone_number:, content_sid:, content_variables: {})
+    send_params = {
+      to: phone_number,
+      content_sid: content_sid
+    }
+
+    send_params[:content_variables] = content_variables.to_json if content_variables.present?
+    send_params[:status_callback] = channel.send(:twilio_delivery_status_index_url) if channel.respond_to?(:twilio_delivery_status_index_url, true)
+
+    # Add messaging service or from number
+    send_params = send_params.merge(channel.send(:send_message_from))
+
+    twilio_message = channel.send(:client).messages.create(**send_params)
+
+    { success: true, message_id: twilio_message.sid }
+  rescue Twilio::REST::TwilioError, Twilio::REST::RestError => e
+    Rails.logger.error "Failed to send Twilio template message: #{e.message}"
+    { success: false, error: e.message }
+  end
+
   private
 
   def channel_class

app/services/whatsapp/csat_template_service.rb

@@ -19,7 +19,7 @@ class Whatsapp::CsatTemplateService
   end
 
   def delete_template(template_name = nil)
-    template_name ||= Whatsapp::CsatTemplateNameService.csat_template_name(@whatsapp_channel.inbox.id)
+    template_name ||= CsatTemplateNameService.csat_template_name(@whatsapp_channel.inbox.id)
     response = HTTParty.delete(
       "#{business_account_path}/message_templates?name=#{template_name}",
       headers: api_headers
@@ -51,7 +51,7 @@ class Whatsapp::CsatTemplateService
 
   def generate_template_name(base_name)
     current_template_name = current_template_name_from_config
-    Whatsapp::CsatTemplateNameService.generate_next_template_name(base_name, @whatsapp_channel.inbox.id, current_template_name)
+    CsatTemplateNameService.generate_next_template_name(base_name, @whatsapp_channel.inbox.id, current_template_name)
   end
 
   def current_template_name_from_config

app/services/whatsapp/providers/whatsapp_cloud_service.rb

@@ -67,7 +67,7 @@ class Whatsapp::Providers::WhatsappCloudService < Whatsapp::Providers::BaseServi
   end
 
   def delete_csat_template(template_name = nil)
-    template_name ||= Whatsapp::CsatTemplateNameService.csat_template_name(whatsapp_channel.inbox.id)
+    template_name ||= CsatTemplateNameService.csat_template_name(whatsapp_channel.inbox.id)
     csat_template_service.delete_template(template_name)
   end
 

spec/controllers/api/v1/accounts/inbox_csat_templates_controller_spec.rb

@@ -9,11 +9,11 @@ RSpec.describe Api::V1::Accounts::InboxCsatTemplatesController, type: :request d
   end
   let(:whatsapp_inbox) { create(:inbox, channel: whatsapp_channel, account: account) }
   let(:web_widget_inbox) { create(:inbox, account: account) }
-  let(:mock_service) { instance_double(Whatsapp::Providers::WhatsappCloudService) }
+  let(:mock_service) { instance_double(Whatsapp::CsatTemplateService) }
 
   before do
     create(:inbox_member, user: agent, inbox: whatsapp_inbox)
-    allow(Whatsapp::Providers::WhatsappCloudService).to receive(:new).and_return(mock_service)
+    allow(Whatsapp::CsatTemplateService).to receive(:new).and_return(mock_service)
   end
 
   describe 'GET /api/v1/accounts/{account.id}/inboxes/{inbox.id}/csat_template' do
@@ -32,7 +32,7 @@ RSpec.describe Api::V1::Accounts::InboxCsatTemplatesController, type: :request d
             as: :json
 
         expect(response).to have_http_status(:bad_request)
-        expect(response.parsed_body['error']).to eq('CSAT template operations only available for WhatsApp channels')
+        expect(response.parsed_body['error']).to eq('CSAT template operations only available for WhatsApp and Twilio WhatsApp channels')
       end
     end
 
@@ -161,7 +161,7 @@ RSpec.describe Api::V1::Accounts::InboxCsatTemplatesController, type: :request d
              as: :json
 
         expect(response).to have_http_status(:bad_request)
-        expect(response.parsed_body['error']).to eq('CSAT template operations only available for WhatsApp channels')
+        expect(response.parsed_body['error']).to eq('CSAT template operations only available for WhatsApp and Twilio WhatsApp channels')
       end
     end
 
@@ -195,7 +195,7 @@ RSpec.describe Api::V1::Accounts::InboxCsatTemplatesController, type: :request d
 
       it 'creates template successfully' do
         allow(mock_service).to receive(:get_template_status).and_return({ success: false })
-        allow(mock_service).to receive(:create_csat_template).and_return({
+        allow(mock_service).to receive(:create_template).and_return({
                                                                       success: true,
                                                                       template_name: "customer_satisfaction_survey_#{whatsapp_inbox.id}",
                                                                       template_id: '987654321'
@@ -222,7 +222,7 @@ RSpec.describe Api::V1::Accounts::InboxCsatTemplatesController, type: :request d
         }
 
         allow(mock_service).to receive(:get_template_status).and_return({ success: false })
-        expect(mock_service).to receive(:create_csat_template) do |config|
+        expect(mock_service).to receive(:create_template) do |config|
           expect(config[:button_text]).to eq('Please rate us')
           expect(config[:language]).to eq('en')
           expect(config[:template_name]).to eq("customer_satisfaction_survey_#{whatsapp_inbox.id}")
@@ -249,7 +249,7 @@ RSpec.describe Api::V1::Accounts::InboxCsatTemplatesController, type: :request d
         }
 
         allow(mock_service).to receive(:get_template_status).and_return({ success: false })
-        allow(mock_service).to receive(:create_csat_template).and_return({
+        allow(mock_service).to receive(:create_template).and_return({
                                                                       success: false,
                                                                       error: 'Template creation failed',
                                                                       response_body: whatsapp_error_response.to_json
@@ -272,7 +272,7 @@ RSpec.describe Api::V1::Accounts::InboxCsatTemplatesController, type: :request d
 
       it 'handles generic API errors' do
         allow(mock_service).to receive(:get_template_status).and_return({ success: false })
-        allow(mock_service).to receive(:create_csat_template).and_return({
+        allow(mock_service).to receive(:create_template).and_return({
                                                                       success: false,
                                                                       error: 'Network timeout',
                                                                       response_body: nil
@@ -289,7 +289,7 @@ RSpec.describe Api::V1::Accounts::InboxCsatTemplatesController, type: :request d
 
       it 'handles unexpected service errors' do
         allow(mock_service).to receive(:get_template_status).and_return({ success: false })
-        allow(mock_service).to receive(:create_csat_template)
+        allow(mock_service).to receive(:create_template)
           .and_raise(StandardError, 'Unexpected error')
 
         post "/api/v1/accounts/#{account.id}/inboxes/#{whatsapp_inbox.id}/csat_template",
@@ -312,10 +312,10 @@ RSpec.describe Api::V1::Accounts::InboxCsatTemplatesController, type: :request d
         allow(mock_service).to receive(:get_template_status)
           .with('existing_template')
           .and_return({ success: true, template: { id: '111111111' } })
-        expect(mock_service).to receive(:delete_csat_template)
+        expect(mock_service).to receive(:delete_template)
           .with('existing_template')
           .and_return({ success: true })
-        expect(mock_service).to receive(:create_csat_template)
+        expect(mock_service).to receive(:create_template)
           .and_return({
                         success: true,
                         template_name: "customer_satisfaction_survey_#{whatsapp_inbox.id}",
@@ -336,9 +336,9 @@ RSpec.describe Api::V1::Accounts::InboxCsatTemplatesController, type: :request d
                                })
 
         allow(mock_service).to receive(:get_template_status).and_return({ success: true })
-        allow(mock_service).to receive(:delete_csat_template)
+        allow(mock_service).to receive(:delete_template)
           .and_return({ success: false, response_body: 'Delete failed' })
-        allow(mock_service).to receive(:create_csat_template).and_return({
+        allow(mock_service).to receive(:create_template).and_return({
                                                                       success: true,
                                                                       template_name: "customer_satisfaction_survey_#{whatsapp_inbox.id}",
                                                                       template_id: '333333333'
@@ -365,7 +365,7 @@ RSpec.describe Api::V1::Accounts::InboxCsatTemplatesController, type: :request d
 
       it 'allows access when agent is assigned to inbox' do
         allow(mock_service).to receive(:get_template_status).and_return({ success: false })
-        allow(mock_service).to receive(:create_csat_template).and_return({
+        allow(mock_service).to receive(:create_template).and_return({
                                                                       success: true,
                                                                       template_name: 'customer_satisfaction_survey',
                                                                       template_id: '444444444'

spec/services/twilio/send_on_twilio_service_spec.rb

@@ -8,11 +8,8 @@ describe Twilio::SendOnTwilioService do
   let(:message_record_double) { double }
 
   let!(:account) { create(:account) }
-  let!(:widget_inbox) { create(:inbox, account: account) }
   let!(:twilio_sms) { create(:channel_twilio_sms, account: account) }
-  let!(:twilio_whatsapp) { create(:channel_twilio_sms, medium: :whatsapp, account: account) }
   let!(:twilio_inbox) { create(:inbox, channel: twilio_sms, account: account) }
-  let!(:twilio_whatsapp_inbox) { create(:inbox, channel: twilio_whatsapp, account: account) }
   let!(:contact) { create(:contact, account: account) }
   let(:contact_inbox) { create(:contact_inbox, contact: contact, inbox: twilio_inbox) }
   let(:conversation) { create(:conversation, contact: contact, inbox: twilio_inbox, contact_inbox: contact_inbox) }
@@ -23,6 +20,10 @@ describe Twilio::SendOnTwilioService do
   end
 
   describe '#perform' do
+    let!(:widget_inbox) { create(:inbox, account: account) }
+    let!(:twilio_whatsapp) { create(:channel_twilio_sms, medium: :whatsapp, account: account) }
+    let!(:twilio_whatsapp_inbox) { create(:inbox, channel: twilio_whatsapp, account: account) }
+
     context 'without reply' do
       it 'if message is private' do
         message = create(:message, message_type: 'outgoing', private: true, inbox: twilio_inbox, account: account)
@@ -107,4 +108,146 @@ describe Twilio::SendOnTwilioService do
       expect(outgoing_message.reload.status).to eq('failed')
     end
   end
+
+  describe '#send_csat_template_message' do
+    let(:test_message) { create(:message, message_type: 'outgoing', inbox: twilio_inbox, account: account, conversation: conversation) }
+    let(:service) { described_class.new(message: test_message) }
+    let(:mock_twilio_message) { instance_double(Twilio::REST::Api::V2010::AccountContext::MessageInstance, sid: 'SM123456789') }
+
+    # Test parameters defined using let statements
+    let(:test_params) do
+      {
+        phone_number: '+1234567890',
+        content_sid: 'HX123456789',
+        content_variables: { '1' => 'conversation-uuid-123' }
+      }
+    end
+
+    before do
+      allow(twilio_sms).to receive(:send_message_from).and_return({ from: '+0987654321' })
+      allow(twilio_sms).to receive(:respond_to?).and_return(true)
+      allow(twilio_sms).to receive(:twilio_delivery_status_index_url).and_return('http://localhost:3000/twilio/delivery_status')
+    end
+
+    context 'when template message is sent successfully' do
+      before do
+        allow(messages_double).to receive(:create).and_return(mock_twilio_message)
+      end
+
+      it 'sends template message with correct parameters' do
+        expected_params = {
+          to: test_params[:phone_number],
+          content_sid: test_params[:content_sid],
+          content_variables: test_params[:content_variables].to_json,
+          status_callback: 'http://localhost:3000/twilio/delivery_status',
+          from: '+0987654321'
+        }
+
+        result = service.send_csat_template_message(**test_params)
+
+        expect(messages_double).to have_received(:create).with(expected_params)
+        expect(result).to eq({ success: true, message_id: 'SM123456789' })
+      end
+
+      it 'sends template message without content variables when empty' do
+        expected_params = {
+          to: test_params[:phone_number],
+          content_sid: test_params[:content_sid],
+          status_callback: 'http://localhost:3000/twilio/delivery_status',
+          from: '+0987654321'
+        }
+
+        result = service.send_csat_template_message(
+          phone_number: test_params[:phone_number],
+          content_sid: test_params[:content_sid]
+        )
+
+        expect(messages_double).to have_received(:create).with(expected_params)
+        expect(result).to eq({ success: true, message_id: 'SM123456789' })
+      end
+
+      it 'includes custom status callback when channel supports it' do
+        allow(twilio_sms).to receive(:respond_to?).and_return(true)
+        allow(twilio_sms).to receive(:twilio_delivery_status_index_url).and_return('https://example.com/webhook')
+
+        expected_params = {
+          to: test_params[:phone_number],
+          content_sid: test_params[:content_sid],
+          content_variables: test_params[:content_variables].to_json,
+          status_callback: 'https://example.com/webhook',
+          from: '+0987654321'
+        }
+
+        service.send_csat_template_message(**test_params)
+
+        expect(messages_double).to have_received(:create).with(expected_params)
+      end
+    end
+
+    context 'when Twilio API returns an error' do
+      before do
+        allow(Rails.logger).to receive(:error)
+      end
+
+      it 'handles Twilio::REST::TwilioError' do
+        allow(messages_double).to receive(:create).and_raise(Twilio::REST::TwilioError, 'Invalid phone number')
+
+        result = service.send_csat_template_message(**test_params)
+
+        expect(result).to eq({ success: false, error: 'Invalid phone number' })
+        expect(Rails.logger).to have_received(:error).with('Failed to send Twilio template message: Invalid phone number')
+      end
+
+      it 'handles Twilio API errors' do
+        allow(messages_double).to receive(:create).and_raise(Twilio::REST::TwilioError, 'Content template not found')
+
+        result = service.send_csat_template_message(**test_params)
+
+        expect(result).to eq({ success: false, error: 'Content template not found' })
+        expect(Rails.logger).to have_received(:error).with('Failed to send Twilio template message: Content template not found')
+      end
+    end
+
+    context 'with parameter handling' do
+      before do
+        allow(messages_double).to receive(:create).and_return(mock_twilio_message)
+      end
+
+      it 'handles empty content_variables hash' do
+        expected_params = {
+          to: test_params[:phone_number],
+          content_sid: test_params[:content_sid],
+          status_callback: 'http://localhost:3000/twilio/delivery_status',
+          from: '+0987654321'
+        }
+
+        service.send_csat_template_message(
+          phone_number: test_params[:phone_number],
+          content_sid: test_params[:content_sid],
+          content_variables: {}
+        )
+
+        expect(messages_double).to have_received(:create).with(expected_params)
+      end
+
+      it 'converts content_variables to JSON when present' do
+        variables = { '1' => 'test-uuid', '2' => 'another-value' }
+        expected_params = {
+          to: test_params[:phone_number],
+          content_sid: test_params[:content_sid],
+          content_variables: variables.to_json,
+          status_callback: 'http://localhost:3000/twilio/delivery_status',
+          from: '+0987654321'
+        }
+
+        service.send_csat_template_message(
+          phone_number: test_params[:phone_number],
+          content_sid: test_params[:content_sid],
+          content_variables: variables
+        )
+
+        expect(messages_double).to have_received(:create).with(expected_params)
+      end
+    end
+  end
 end