Updated Articles

  1. Share a Template with Other Admins

    Explore the Message Template Library to access a wide range of prebuilt message templates for client communication, agent updates, task reminders, and more. Who Can Do This : Anyone can view the Message Template Library. Some te...
  2. Share a Template with Everyone

    Explore the Message Template Library to access a wide range of prebuilt message templates for client communication, agent updates, task reminders, and more. Who Can Do This : Anyone can view the Message Template Library. Some te...
  3. Sharing Message Templates

  4. Using Message Templates

  5. Introduction: Sharing Message Templates

    Start with a short paragraph that: Names the feature/topic Explains its purpose or problem solved Emphasizes the main benefit(s) to the user Example: [Feature/Topic] helps you [do X faster / avoid Y / ensure Z]. Instead of [old pain po...
  6. Sharing Message Templates Overview

    A one-sentence headline summary highlighting the benefit. ...
  7. Your Message Templates

  8. Use Message Templates

  9. Schedule Message Templates

  10. Share Message Templates