Create and apply chat templates

Chat templates let you reuse messages you regularly send to clients and apply them in pipeline automations to send automatic notifications.

Add chat templates

You can quickly get started by using a ready-made template or create one from scratch to match your firm’s workflow.

Start from a ready-made template

You can download ready-made chat templates created using the best practices. They can be edited easily.

To add a chat template from the Marketplace:

1. Go to Templates > Marketplace from the left menu bar and select the Chats tab.

2. Click Get free on the template you want to add or click on its price and proceed with the payment if it’s a paid template. 

3. Go to Templates > Chats and click on the name of the template to review and edit it.

Create chat template from scratch

Note

A chat template can be created by a firm owner, an admin, or any team member with Manage templates access right .

To create a chat template, go to Templates > Firm templates > Chats, then click Create template.

Or access this page by adding the Send message automation while editing a pipeline, then clicking the New template button.

For a description of each field, see chat template field reference .

Add attachments to message templates

Note

The maximum size of all files attached to one template is 20 MB. Supported file types: PDF, DOC, DOCX, XLS, XLSX, JPEG, JPG, PNG.

You can add attachments to message templates from your computer. Use one of the options available while creating or editing a message template:

• Drag-and-drop a single file to the designated area.
• Click Browse Files and select one or several files in your file explorer.

Add images to message templates

Note

The image needs to be hosted by a third party or added as an attachment .

1. Upload the image to your computer or to an image-hosting site such as imgbb.com .

2. Right-click on the uploaded image in your browser, then select Copy image.

3. Go to the Message Template creation screen, then paste the image into your template.

Edit chat templates

To make changes to a chat template, follow these steps:

1. Go to Templates > Firm templates from the sidebar menu, select Chats, then click on the name of the chat template.

2. Make changes to the chat template, then click Save & exit.

For a description of each field, see chat template field reference .

Apply chat template

Once you’ve made a chat template, use it to speed up sending any new message or for sending automatic messages within the pipelines . Here’s how:

1. Choose the option to create a new chat thread:

• Click New, then select Chat.

• Click New chat in the Communication section.

• Select one or more recipients in your Accounts list, click More actions and select Send message in the drop-down menu.

2. Click on the Templates field, then select the template from the drop-down menu.

3. Edit the existing text or compose something new, then set up the message options. You can also change the Sender if needed.

Note

Changes you make to the message don’t alter the selected template.

Publish chat templates to the marketplace

You can publish your template in the marketplace if you think it will benefit other community members.

Note

You will not see Publish to marketplace unless you have registered as a creator .

1. Go to  Templates > Firm templates from the left menu bar and select Chats. 

2. Click the three dots to the far right of the chat template’s name and select Publish to marketplace.

3. Complete the steps as instructed in the Creators hub article.

Duplicate chat templates

To create new chat templates based on existing ones:

1. Go to Templates > Firm templates from the left menu bar and select Chats. 

2. Click the three dots to the far right of the chat template’s name and select Duplicate. When creating a duplicate, the chat template will be added with the same name as the original, followed by a sequential number in parentheses. For example: In review (original), In review (2) (the duplicate).

Delete chat templates

To remove a chat template completely:

1. Go to Templates > Firm templates from the sidebar menu and select Chats.

2. Click the three dots at the far right of the chat template’s name and select Delete. 

3. Confirm the action.

   

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