Using Templates

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:

StageTemplate Use
Pre-CallMessage sent before an AI call
Post-SuccessMessage sent after a successful call
Post-FailedMessage sent after a failed call
ScheduledMessages 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

SettingDescription
PersonalOnly you can see and use it
CompanyEveryone on your team can use it
Specific UsersOnly certain people can use it

📊 Usage Tracking

See how your templates are being used:

MetricDescription
Times UsedHow many times the template has been sent
Last UsedWhen someone last used it
Used ByWho uses it the most
Response RateHow often clients reply

🛠️ Managing Templates

On the Message Templates page, you can:

ActionDescription
EditChange the template's words or name
DuplicateMake a copy of a template
DeleteRemove templates you don't need
PreviewSee how it looks with sample info
Test SendSend a test message to yourself
ExportDownload your templates
ImportUpload templates

🕰️ Template Versioning

Keep track of every change made to a template:

FeatureDescription
Version HistorySee all past versions
Restore VersionGo back to an older version
CompareSee what changed between versions
AuthorWho 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: