Using Templates

💬 Using Templates

You can use templates in a bunch of different places:

📨 In Messenger

1. Open a chat with a client
2. Click the Templates icon in the message box
3. Search or scroll through your templates
4. Pick the one you want
5. Check the message (the variables fill in automatically)
6. Make changes if you need to
7. Click Send

📣 In Campaigns

When you set up a campaign, pick templates for each step:

Stage	Template Use
Pre-Call	Message sent before an AI call
Post-Success	Message sent after a successful call
Post-Failed	Message sent after a failed call
Scheduled	Messages sent at set times

⚙️ In Automations

Hook templates up to automations:

1. Make an automation with a "send message" action
2. Pick a template for the message
3. The variables fill in from the trigger info

🔌 Via API

Send messages using templates through the API:

POST /api/messages
{
  "template_id": "template_123",
  "recipient": "client_456",
  "variables": {
    "custom_var": "value"
  }
}

⚙️ Template Settings

👀 Visibility

Setting	Description
Personal	Only you can see and use it
Company	Everyone on your team can use it
Specific Users	Only certain people can use it

📊 Usage Tracking

See how your templates are being used:

Metric	Description
Times Used	How many times the template has been sent
Last Used	When someone last used it
Used By	Who uses it the most
Response Rate	How often clients reply

🛠️ Managing Templates

On the Message Templates page, you can:

Action	Description
Edit	Change the template's words or name
Duplicate	Make a copy of a template
Delete	Remove templates you don't need
Preview	See how it looks with sample info
Test Send	Send a test message to yourself
Export	Download your templates
Import	Upload templates

🕰️ Template Versioning

Keep track of every change made to a template:

Feature	Description
Version History	See all past versions
Restore Version	Go back to an older version
Compare	See what changed between versions
Author	Who made each change

🧪 Template Testing

Test your templates before using them for real:

Preview Mode

1. Open the template
2. Click Preview
3. Pick a sample case or client
4. See what the final message looks like

Test Send

1. Open the template
2. Click Test Send
3. Enter your own phone number or email
4. Check the test message you receive

⚠️ Variable Validation

Templates will warn you if:

• A variable is missing
• A variable name is wrong
• An SMS message is too long
• There are formatting problems