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The template detail page is where you iterate on an existing template. It has tabs for editing, previewing, and reviewing version history.
Email template detail tabs

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Tabs

TabContents
SettingsEdit name, description, subject, body. Validation runs on save.
PreviewFill sample variable values and see the rendered email update live
HistoryVersion snapshots — view or restore any previous version

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Previewing

Open the Preview tab:
  1. The list on the left shows every variable ShingleAI extracted from the subject and body.
  2. Type sample values for each.
  3. The rendered subject and body update as you type.
Use this to verify that your variable names match what your automations actually pass.

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Version history

Every meaningful change to the subject or body creates a new version. The History tab shows:
  • When the version was saved
  • Who saved it
  • A View button to inspect that version
  • A Restore button to promote that version back to current
Restoring a version becomes the new current version — older versions remain in history.

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Sending from an automation

In an automation’s instructions, reference the template by name or by ID. Under the hood, the automation calls renderEmailTemplateContent with the variable data it has available and the rendered result goes out via the configured sender. Because Mustache silently ignores missing variables, make sure the automation actually has the data it needs before the send step.

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Sending from an agent

Agents can call a send_email tool that accepts a template reference and a map of variable values. Tool permissions apply — see Tool permissions — and a human can be required to approve each send.

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Deleting

Use the dropdown on the list or detail page to Delete a template. Deletion is soft — the row is hidden but version history and references are preserved.

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Next steps

Automations

Trigger a template send from an event

Agent chat

Ask an agent to send using a template