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Templates

Workspace Templates are reusable messages per channel. Subtitle in the product: Manage templates for all the channels.

Live URL: live.chatmaven.ai/workspaces/templates

Open Templates​

Top bar Workspaces → sidebar Templates.

My Templates vs Template Library​

  • My Templates — Templates owned by your workspace (table view).
  • Template Library — Curated cards you can add with Use Template; filter by channel and category (for example E-commerce, Healthcare, Banking & Finance).

List and filters (My Templates)​

My Templates: search, channel filter, table

Use Search templates… and the Channel dropdown (All channels, Broadcast, SMS, Email, Web chat, WhatsApp, and others your account shows). Add template opens the create dialog.

Channel filter and Add template

Create a template​

  1. Click Add template.

Add template highlighted on the toolbar

  1. In Add workspace template, set Channel / type, Template name, Category, and compose the Message in the rich-text area.
  2. Click Create when enabled; Cancel closes without saving.

Add workspace template modal

Browse the Template Library​

  1. Open the Template Library tab.

Template Library tab selected

  1. Open a card’s Use Template to add it to your workspace. Previews use placeholders such as {name} or {order_id}.

Library grid with category filters

  1. Filter by All channels

Channel and E-commerce category filters

By category chips (All, E-commerce, Healthcare, etc.).

Category chips with template cards

Edit a template​

  1. On My Templates, in Actions, click the edit (pencil) icon for the row.

Edit icon on a template row

  1. In Edit template, update Template name, Category, and Message. Channel / type usually cannot change when editing (the product states the channel is fixed after creation).
  2. Click Update to save or Cancel to close.

Edit template modal with Update

Delete a template​

  1. In Actions, click the trash icon.

Delete icon on a template row

  1. In Delete template?, read the warning (templates may be used in broadcasts or quick replies). Confirm Delete or choose Cancel.

Delete template confirmation