Message templates
The emails the assistant may send a lead or customer for you: write them under Settings, Message templates, and switch on the ones it may use.
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Message templates are the emails the assistant may send to a lead or customer on your behalf. It can only send one of these, never words of its own, and only a template you switched on.
Write a template
- Go to Settings, Message templates, and click Add template (or Write your first template).
- Give it a Key, for example
welcome_new_lead. The key cannot be changed later. - Give it a Name, a Subject and the Message, in plain text.
- Tick Enabled if the assistant may propose sending it. New templates start off.
- Click Create template.
Placeholders
A template can use four placeholders, and the app refuses to save any other:
{{first_name}}: the person's first name, or "there" when it is missing.{{last_name}}{{dealership_name}}{{salesperson_name}}: the assigned salesperson. With nobody assigned, and on every message to a customer, it reads "the team at" and your dealership's name.
How the assistant sends them
The assistant picks the template and the person; the words are yours. A send is refused when:
- the template is not enabled, or the person has no email address on file;
- they have written to you and are still waiting for an answer;
- they already got a templated email in the last 24 hours;
- the dealership has sent 50 today.
A person approves each send, unless the owner set the assistant to Run it under Settings, AI assistant. It is never sent on its own at the routine level. If templated sending is switched off for the platform, the card says so and nothing is sent.
FAQ
Can I use a template when I send an email myself?
No. Templates are only for the assistant. When you write to a lead or customer, you write the email yourself.
Who can edit templates?
Owners and admin managers. Other roles cannot open the page.
Are there templates to start from?
No. You write your own, so every email the assistant can send says exactly what you want.