Email templates — reply in 5 seconds

Templates make your outbound machine 10× faster. Instead of typing the same welcome / follow-up / document-send email over and over, save it once and insert it.

Creating a template

/templates → + New template. Fill in:

• Name — internal label, e.g. "Welcome — English"
• Subject — supports variables like {{first_name}}
• Body — Markdown or plain text. Variables auto-fill from the lead
• Language — English / Arabic / French / etc. (helps auto-picker match by lead language)
• Category — welcome / follow-up / proposal / document / re-engagement

Available variables

• {{first_name}} / {{last_name}} / {{full_name}}
• {{company}} — if set on the lead
• {{campaign}} — the campaign the lead came from
• {{agent_name}} / {{agent_signature}} — from your user profile
• {{workspace_name}} — your brokerage / broker's name
• {{today}} — today's date

Inserting on a lead

From the lead drawer → Send email → pick template from the dropdown → variables auto-fill → Send. If you need to tweak the wording just edit inline before sending.

Localisation

The template picker prioritises templates matching the lead's language. So if a lead's language: fr, the French templates float to the top.

Cloning across workspaces (admin only)

If you're managing multiple workspaces, you can clone a template from the operator dashboard's Template Library.