Deleting a Message Template - Admin Panel

Purpose: Explain how to safely remove a template that is no longer needed.

Steps

1. Open Admin > Copilot Settings > Message Templates.

2. Find the template you want to remove.

3. Click the Delete icon (trash).

4. In the confirmation dialog Are you sure you want to delete?, click Submit to confirm or Cancel to keep the template.

Result

The template is removed from the list and is no longer available to users.

Tips and good practices

• Delete only templates that are unused or outdated.

• If a message needs temporary removal, consider adding “Do Not Use” to the heading first, then delete after team review.

• Export or copy the message text to a safe place before deletion if you might need it later.