Creating a New Message Template - Admin Panel

Purpose: Guide an administrator through adding a new template that is shared with all users.

Steps

1. Open Admin > Copilot Settings > Message Templates.

2. Confirm Select Organization is set to the right organization.

3. Click Add New.

4. On the Create New Template screen:

   • Enter a Template Heading. Example: “Appointment Confirmation”.

   • Enter the Template Text. Example: “Based on your request with Simbo, your appointment is scheduled on <appt_time>. Reply Y to confirm. Reply C to change.”

5. Click Save to publish the template for your organization.

6. Click Cancel if you do not want to save your changes.

Result

The new template appears in the list and is available to all users during SMS chats.

Tips and good practices

• Write in clear, patient-friendly language.

• Keep messages short. Long texts may be split across multiple SMS messages by carriers.

• Use placeholders such as <appt_time> only if your workflow supports them. Test before broad use.

• Do not include protected health information that is not required for the purpose of the message.