Documentation / Operations Agent
Operations agent: email templates
Give the emails your operations agents send your own branded layout: one shared library for the account, picked per Send email step, previewed live.
Last updated:
The Send email step can send its message inside a template: a branded HTML layout with your logo, colours and footer. The message, subject and attachments still come from the step; the template decides how they look.
One library for the whole account#
Templates belong to the account, so every project of the account uses the same library. They are managed under Settings > Email > Templates by an account administrator. Start from the built-in default layout, marked default in the list, or paste your own HTML.
Placeholders#
A template shows the flow's values through placeholders in double braces, such as {{subject}}, {{body}} and the call details. The editor lists every placeholder it understands and a live preview renders the template with sample call data while you type, exactly as the server will send it. Values from a call are escaped, so text a caller said can never break or change your layout.
Use a template in a step#
- Open the Send email step in the designer.
- Under Email template, pick one of the account's templates, or None to send the message as it is. Browse templates shows each one rendered before you choose.
- Write the Subject and the Message as usual; they are placed inside the template.
- Preview the step to see the finished email with the last run's data, then Send a test to your own address.
Changing a template changes every step that uses it from the next run on.