Template edit page To get started with creating a template, follow these steps:
  1. In the left navigation panel, click on Templates.
  2. Click + Add Template.
  3. Name Your Template: In the pop-up, provide a name and select or create a tag for ease in template filtering.
  4. Click Save.
  5. Choose the channels for which you want to create templates :

SMS

Email

Push Notification

Whatsapp

Slack

Microsoft Teams

Discord

In-App Messages

LINE

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Template editor

In the template editor, you can create template either by utilising the provided fields and configurations or by utilising the AI assistant.

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Using AI Assistant

Available for all channels except WhatsApp and LINE
  • Access the AI assistant from the right side of the editor UI
  • Generate template content using natural language prompts
  • Get suggestions for improvements and optimizations
  • The AI can help with:
    • Writing engaging message content
    • Suggesting effective variable usage
    • Optimizing message length and format for each channel

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Template Preview

  • A real-time preview of your template appears on the left side of the editor
  • See exactly how your message will look before sending
  • Toggle between different device views (where applicable) to ensure cross-platform compatibility

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Test Data

Test data allows you to preview how your template will look with sample variable values. To set up test data:
1

Click the Test Data button on top right.
2

In the JSON code editor that appears, you can define test values for your variables using these parameters:
  • name: The name of the variable
  • placeholder: A descriptive name shown in the editor
  • defaultValue: The test value to use for preview
Example:
{
  "name": "user_name",
  "placeholder": "User's full name",
  "defaultValue": "John Doe"
}
3

Click Save to apply the test data
4

The template preview will update automatically with your test values

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Publishing Your Template

Once you’ve created and tested your template:
  • Click the Publish to Live button in the top right corner.
You can see the template in the templates list.