Templates

Templates allow for streamlining interactions with customers through the various communication channels available on the platform. They consist of predetermined messages that users can select when generating an outbound interaction. The content of the template will be automatically loaded as an outbound message.

Through the side menu and with an Administrator role within the platform, you can access the Templates module.

Sagicc will take you to a listing where you can navigate through all the templates configured on the platform. For each template on the list, you can see basic information such as name, channel type, status, and creation date. By clicking on the Add Template button (in the upper right corner), you can view a form to add a new template to the platform.

The actions that can be performed from the Templates module are:

• Access the form that will allow you to add a new template.

• Access the form that will allow you to view the details of an existing template and edit it.

• Enable or disable an existing template.

• Delete an existing template.