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Documentation Index

Fetch the complete documentation index at: https://docs.messagedesk.com/llms.txt

Use this file to discover all available pages before exploring further.

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Message Templates

The Message Templates page is where you manage your workspace’s shared template library—pre-approved, reusable messages your whole team can pull into a conversation.
Looking for how to use templates when composing a message, or how to insert personalization tags like {{ ContactFirstName }}? See Messaging → Templates & personalization tags. This page focuses on managing the template library from Settings.

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Open Message Templates

Go to Account → Settings → Workspace Settings → Message Templates.

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Create a new template

  1. Click Create template.
  2. Fill in the template fields:
    • Name — descriptive and short (e.g., Appt Reminder – 24h). The name is what teammates see in the picker.
    • Description — a one-line summary. Shown alongside the name in the template picker so teammates can pick the right one fast.
    • Body — the message content. Supports personalization tags (e.g., {{ ContactFirstName }}, {{ WorkspaceName }}) and emoji.
    • Tags — optional tags for organization.
    • Media — optionally attach images, PDFs, or other media that send with the template.
  3. Click Save.
The template becomes available to your team immediately.

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Edit a template

  1. Find the template in the list (or search by name).
  2. Click the template to open its editor.
  3. Update the name, description, body, tags, or media.
  4. Click Save.

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Delete templates

You can delete a single template or multiple templates at once. Single template:
  1. Find the template in the list.
  2. Click the delete icon.
  3. Confirm.
Multi-select delete:
  1. Select the templates you want to remove.
  2. Click Delete selected.
  3. Confirm.

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Template picker UI

The template picker that teammates use when composing a message shows each template’s name, description, and a Preview button to view the full message body before applying it. This makes it easier to pick the right template at a glance.
Templates are sorted alphabetically (A–Z) by name in the picker and in settings. To control ordering, prefix the name (e.g., Sales:, Support:).

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Who can manage Message Templates

Access to template management is controlled by your role:
RoleMessage Templates access
AdminOwner (create, edit, delete)
ManagerEditor (create, edit, delete)
OperatorEditor (create, edit, delete)
See Roles & Permissions for the full default permissions table and how to customize roles.

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See also