Use email templates in the full email composer

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

始める前に

Role required: email_composer

手順

1. Open a Workspace record in your instance.
2. Open the Compose Email page by selecting the 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 ().
      A list of response templates opens in the Agent Assist panel.

      

      注:

      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 (), and select Apply Template.
4. Apply an email template from the email footer.
   1. From the email footer, select the Apply templates icon ().
      A modal opens with different types of templates.

      

   2. Select the Email templates tab.
   3. Select an email template from the list.
      注:

      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.