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Templates

Templates are reusable email bodies (name + body text) stored per workspace. Use them when replying to tickets to insert standard text quickly.

Where to manage templates

  • Open Settings in the sidebar, then Templates.
  • You’ll see the list of templates. Create a new one with a name and body (plain or HTML as supported by the app). You can set a sort order.
  • Edit or delete existing templates from the list or detail view.

Using templates

  • When composing a reply in the ticket detail pane, you can choose a template to insert its body into the composer. Edit as needed before sending.
  • The API exposes full CRUD: list, get, create, update, delete. See API — Email templates.

Naming and body

  • Name — Short label for the template (e.g. “Out of office”, “Pricing reply”). Required.
  • Body — The text (or HTML) of the email. Required. Variable placeholders (if any) depend on the product implementation; the API stores and returns the raw body.

See API — Email templates for request/response shapes and examples.