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Message templates
Anthony Tobelaim avatar
Written by Anthony Tobelaim
Updated over a year ago

Use message templates to write, personalize, and send answers to common questions while keeping your messages personal.

Message templates let you save commonly used templates, snippets, and answers that you don't want our bot to send automatically.

Creating and managing message templates

To create and manage Saved replies go to Settings → Request settings → Message templates. You can create a new one using the + New button or edit exiting ones by clicking on the list.

Customize each message template to fit your team or organization's needs. This ensures consistent, on-brand messages and saves admins time and effort, allowing them to focus on other important tasks.

Personalize your message

To make your message more personalized and engaging, you can incorporate variables like the recipient's name or office location. Adding articles or attachments can also make your message more informative and helpful. Personalizing your message and providing value can increase the chances of it resonating and achieving your desired outcomes.

Using message templates

Find and select a message template when sending replies, internal notes, or approvals directly from the message box.

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