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.