Skip to content
English
Contact us Customer portal Sign in
Go to main page
  • There are no suggestions because the search field is empty.

Add Internal Notes to Email Templates

Add internal notes to email templates to document their purpose, context, or usage guidelines. Internal notes help administrators identify and manage email templates more easily as the number of templates grows, while remaining visible only within the dashboard and never being included in outgoing emails.

Let’s get started 🚀

Step 1: Log in to your agent dashboard and click More > Email Templates as shown in the screenshot below.

image4

Step 2: Click the Add Template button.

image7

Step 3: Enter a name for your email template.

image5

Step 4: Enter internal notes for the email template if required. 

Internal notes are not included in outgoing emails. Use them to provide administrative context, instructions, or guidance for when the template should be used. 

You may also make use of the AI ASSIST feature to enhance the quality of the text. To learn how to use it, refer to the Use AI ASSIST Feature document.

image2
 
Step 5: Enter the Subject and Body of the email template.
  
image1

Step 6: Click the Create button. 

image8

The email template will be created successfully. 

image6

You can search for the email template using keywords from the internal notes to quickly locate and filter matching templates.

image3