How to Create a Folder and Manage Your Message Templates

In this video, we will guide you through the process of creating a folder and managing your message templates effectively.

Step-by-Step Guide

1. Create a Folder:
   • Click on "Create Folder".
   • Provide a name for the folder.
   • Select how you want users to access the folder in the templates.
2. Move Existing Templates:
   • Move the existing templates from the "All" filter to the newly created folder.
3. Access Templates:
   • Once templates are arranged in the folder, users can only access the templates they have permission to use.
4. Example in Converse Desk:
   • Open a conversation.
   • In the chat window, click on the "Add Template" icon at the bottom.
   • In the "Select Template" modal, you will now see a "Select Folder" option.
   • Click on "Select Folders".
   • Choose a folder from the drop-down menu.
   • You can now view the templates being managed within the folder.
   • The user will see the folder if they have access to it.
5. Select and Send a Template:
   • Select a template.
   • Click the "Send" button in the chat interface to send your message.

You can now view the same interface utilized for managing your templates within the product. Thank you for watching the demo.