Configuring Message Templates

A message template is a pre-designed format used to standardize and streamline communication within a system. It typically includes a title and predefined message content that can be quickly customized and sent out as needed. Steps to create a Message Template:

• Create a New Message Template: Click on the "+ New Message Template" button to start creating a new template.

• Select Template Type:

  Entity Template: The Custom message will only be available for selected entities.

  Global Template: The custom message template will be available for all entities.

• Select Record Type: Begin by choosing the record type for which you want to create the message template.

• Add Title: Enter a descriptive title for your message template in the designated field.

• Enter the Message: Write the content of your message in the message field.

Entity Template:

Global Template:

Save the Template: Click the "Save" button to store your new message template. Once you save the message template, make sure to publish in to reflect in the chat UI in both template types.

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