Editing an Existing Message Template - Admin Panel

Purpose: Show how to update the heading or text of a template.

Steps

1. Go to Admin > Copilot Settings > Message Templates.

2. Use Search to find the template you want to change.

3. On the row, click the Edit icon (pencil).

4. On the edit screen, update the Template Heading and Message Text as needed.
   

5. Click Save.

Result

Your changes are saved and the updated template is immediately available to all users.

Tips and good practices

• Notify your team if you change the meaning of a commonly used template.

• Keep the heading stable when possible so users recognize the item.

• Review placeholder spelling after edits so variables such as  continue to work.