For the complete documentation index, see llms.txt. This page is also available as Markdown.

Email Templates

Use templated emails for ticket replies.

The number of email templates available depends on the subscription plan. Requires the Manage/View email template alerts & domains permission.

Email templates are ready-made email replies that can be applied to ticket threads — for example, a thank-you email after ticket resolution.

Go to Settings → Teamspace → Email Templates.


Create or edit an email template

  1. Select an existing template from the table, or select Create Email Template.

  2. Configure the options in the opened subpage:

Field
Description

Name

Internal name of the template (not the subject line).

Description

Internal description to distinguish templates.

Content

Toggle between HTML (raw markup) and Editor (interactive builder).

The Editor supports Bold, Italic, Strikethrough, Insert Link, Ordered List, Unordered List, Insert Image, Insert Emoji, and Insert Variable (such as the person's name or a ticket's custom field). Markdown syntax can also be used in the editor for headings, lines, and more.

  1. Select Save, or Back to all templates to cancel.


Delete an email template

  1. Select the template from the table.

  2. In the opened subpage, select Delete Email Template and confirm.


Apply an email template

  1. Go to the Inbox dashboard and open a ticket.

  2. In the message editor, select the email template icon.

  3. Select the desired template from the popup. You can search and preview templates before selecting.

  4. The template content appears in the message editor — modify it if needed.

  5. Select Send or Takeover & Send.

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