
When to use templates
- Repeatable sends. Welcome emails, follow-ups, appointment confirmations.
- Automations. An automation references a template by ID — the template evolves independently of the automation logic.
- Agent sends. Agents can use templates via LLM tools, so the message stays on-brand even when an agent writes it.
What a template is
- A name (internal label)
- An optional description
- A subject line
- A body (plain text or markdown)
- Optional variables in
{{mustache}}syntax that get filled at send time
Next steps
Creating a template
Form fields, variables, validation
Using templates
Preview, version history, send via automation