# 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.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FgBh4BwPg0XxYV73gBkLe%2FScreenshot%20(529).png?alt=media&#x26;token=e9210dc5-10b9-46cc-8730-17870c38ae47" alt=""><figcaption></figcaption></figure>

* **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.

  &#x20;

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FRzH0oSYjMph7TxtplChE%2Fimage.png?alt=media&#x26;token=4a8b30df-d3b5-4bed-bccf-c64eafc778de" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fqd094ggC9B5tJjxk6JiC%2Fimage.png?alt=media&#x26;token=2afca60d-2bff-4305-9b68-6d1de9f1b98d" alt=""><figcaption></figcaption></figure>

* **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:**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fdnb3N0s14ojFkYWAl5Wu%2Fimage.png?alt=media&#x26;token=c3110c5d-745f-4d65-80c8-79d077b97a55" alt=""><figcaption></figcaption></figure>

**Global Template:**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FeKfB8fJMnHye2d2tx17t%2Fimage.png?alt=media&#x26;token=2c018a2d-8e83-487f-832f-95c0603780a2" alt=""><figcaption></figcaption></figure>

**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.

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}
