Use email templates in the full email composer

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • Quickly compose emails for common issues by selecting an email template in the Compose Email page instead of manually drafting an email.

    Avant de commencer

    Role required: email_composer

    Procédure

    1. Open a Workspace record in your instance.
    2. Open the Compose Email page by selecting the More actions icon (More actions icon) and Compose Email.
    3. Apply an email template from the Agent Assist panel.
      1. From the Agent Assist panel, select the Email Templates icon (Email Templates icon).
        A list of response templates opens in the Agent Assist panel.

        Email Templates list

        Remarque :
        Find the email template you need by using the search bar in the Email Templates list.
      2. Select an email template from the Email Templates panel.
      3. Select the More actions icon (Menu icon), and select Apply Template.
    4. Apply an email template from the email footer.
      1. From the email footer, select the Apply templates icon (Apply templates icon).
        A modal opens with different types of templates.

        Apply templates modal

      2. Select the Email templates tab.
      3. Select an email template from the list.
        Remarque :
        Find the email template you need by using the search bar in the Email templates tab.
        A preview of the selected email template opens.
      4. Add the template to your email by selecting Apply.