Message Templates
Create reusable message templates, copy preset scripts, and apply templates in batch sender and scheduled messages.
What this feature does
Message Templates are reusable reply blocks for common sales and support scenarios.
They are designed to reduce repetitive writing and make messaging more consistent across workflows.
Where templates can be used
Templates are now shared across:
- the message template manager
- batch sender
- scheduled messages
That means you only need to create and maintain templates once.
Typical template use cases
- first-touch outreach
- quote follow-up
- sample confirmation
- payment reminder
- reactivation for silent leads
- after-sales follow-up
Preset script library
The product also includes a preset script library so users can:
- copy a script immediately
- save it as a personal template
- adapt it to their own sales tone
Variables
For personalization, template content may use variables such as:
{{name}}{{number}}
These variables are resolved when the workflow has enough customer context available.
Best practice
Keep templates short and scenario-specific. A strong template usually does one thing:
- reopen a conversation
- request missing information
- push a next step
It should not try to close every objection in one message.