Conversation templates

Use this screen to view, filter, create, edit, or delete conversation templates. It is the starting point for managing these records.

Use this screen to view, filter, create, edit, or delete conversation templates. It is the starting point for managing these records.

When to use

Use this screen to view, filter, create, edit, or delete conversation templates. It is the starting point for managing these records.

Main tasks

• Find conversation templates using search, filters, or sorting available on the screen.
• Create a conversation template with the new-record action when it is available.
• Edit a conversation template by opening it from the list and changing its data on the edit screen.
• Delete a conversation template from the selected item action and confirm only when you are sure.

Search and filters

• Search: Enter part of a name, phone number, email, or related term to narrow the list.
• Status: Select the current state or use the field to filter results.

Available actions

• Create: start a new record.
• Delete: remove the selected item, usually after confirmation.
• Edit: open the selected item for changes.
• Clear filters: clear filters, search, or current selection.
• Search: search using the current filters.