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Send a message from a prompt template

Generate a draft, read it, and send it when it is right.

Prompt templates are offered in the same places message templates are.

From the inbox, to several people

  1. Go to the inbox and tick one or more members.
  2. Click Message in the action bar.
  3. In the message window, click Use a prompt template and pick one.
  4. Read what comes back, edit if needed, send.

From a conversation

Open a member's chat and use the template dropdown above the input field.

The draft is editable before it goes. Read it — this is the step that does not exist inside a campaign.

From a pipeline column

  1. Open the action menu on the column.
  2. Click Send message.
  3. Click Use a prompt template.

In a campaign

When adding a Send message step to a sequence, you can write a fixed message or use an AI prompt instead. Generated messages go out without anyone reading them first, so use a prompt you have already tested by hand.

Still stuck? Email support and a person will answer.