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Template Overview

The Template feature in Agent Studio allows businesses to create, manage, and utilize standardized message formats for different communication channels such as WhatsApp, SMS, and others. Templates can automate message generation for various use cases like customer support, notifications, sales outreach, and alerts, ensuring consistent communication while saving time.

By leveraging Templates, businesses can automate the creation and delivery of common messages, ensuring that content remains consistent, accurate, and efficient across multiple workflows.

Key Features​

  • View Existing Templates: Access all created templates with key details such as name, description, and the last modified date for easy tracking and management.
  • Search and Filter: Use search and filter functionalities to quickly find specific templates based on name, creation date, or other criteria.
  • Create New Templates: Build new templates using dynamic fields and customizable content tailored to your business needs, improving automation and communication consistency.
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Automating message creation using Templates allows your team to focus on more strategic tasks, reducing the time spent on manually crafting repetitive communications.

How to Use​

Follow these steps to effectively use the Template feature:

  1. Browse Existing Templates:

    • Scroll through the list of templates or use search and filter options to locate specific ones quickly.

  2. Create a New Template:

    • Click the New Template button to open the template editor. Here, you can create a custom template by adding dynamic fields and customizing the content.

  3. Edit or View Templates:

    • Select any existing template to view its details, test its content, or make changes to update dynamic fields, messaging, or logic.

Template List​

The Template List displays all the templates you’ve created, offering a quick overview to help you manage them efficiently.

  • Template Cards: Each card provides essential information such as the name, description, and last modified date of each template.
  • Search and Filter: Locate specific templates quickly using various search or filter criteria (e.g., name, modification date).
  • Easy Navigation: The user-friendly interface allows seamless navigation and management of multiple templates in one place.

Actions on Templates​

Each template offers several actions you can perform directly from the list:

  • View: Preview the template to see how it will look when used in a live communication environment. You can test dynamic fields and formatting before sending out messages.
  • Edit: Modify the template, update its dynamic fields, adjust the content, or change any of the template’s settings.
  • Delete: Permanently remove a template from your list. You will be prompted to confirm the deletion to prevent accidental removal.

Summary​

The Template page in Agent Studio offers a streamlined and intuitive way to create, manage, and automate message generation across different communication channels. With capabilities like viewing, editing, and creating new templates, businesses can ensure consistency in messaging and save time by automating routine communication. Whether you’re sending support updates, promotional messages, or alerts, Templates help you maintain high-quality and efficient communication.