Viewing and Searching Message Templates - Admin Panel

Purpose: Show how to browse and search the existing templates.

Steps

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

2. If you manage more than one organization, pick the correct one from Select Organization.

3. Use the Search box above the table to filter by words from the heading or the message text.

4. Scroll through the table to review results. The Template column shows the message content.

Result

You can quickly find the template you need without opening each row.

Tips and good practices

• Try common keywords such as “appointment,” “reschedule,” or “payment.”

• If you cannot find a match, consider creating a new template with a unique heading.

• Review the list every few months and remove unused items to keep search results clean.