Email templates

Reusable replies in three languages, with approval.

Steps

1. 1Open Mail → Templates and select New template.
2. 2Enter a name, a key (for example delivery.confirmed) and a category.
3. 3Write the subject and body. Insert variables such as {{contact.firstName}} with the chips below the editor.
4. 4Add Bahasa Melayu and 中文 versions on the language tabs, or use Translate with AI and review.
5. 5Save, then Submit for approval. Once approved, agents can use it.
6. 6Editing an approved template creates a new draft version; the approved one keeps working until the new one is approved.

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