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.

    

   • Example shown in the snapshot: heading “Give Info” with text “Based on your request on call with Simbo, click here to get more info: .”

    

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.