Skip to main content
Version: Current

Email Templates

Overview​

The Email Templates explorer allows you to create and manage reusable email templates for the current agent.

Email templates define the recipients, subject, message content, and attachments used when sending emails from workflow activities or notifications.

The explorer provides access to:

  • Global Email Templates shared across the AI Command Center.
  • Agent Email Templates created specifically for the current agent.

Open the Email Templates explorer from More (⋮) → Email Templates in the Designer Command Bar.

Template Types​

Global Email Templates​

Global Email Templates are centrally managed and shared across multiple agents.

These templates are read-only within the Agent Designer but can be cloned to create agent-specific templates.

Agent Email Templates​

Agent Email Templates belong only to the current agent.

They can be created, edited, cloned, and deleted by designers and are available for use by workflow activities and notifications within the agent.

Creating an Email Template​

To create a new Agent Email Template:

  1. Open the Email Templates explorer.
  2. Click Add Email Template.
  3. Enter the template name and optional description.
  4. Configure the template.
  5. Save the template.

The new template becomes available immediately within the current agent.

Configuring an Email Template​

Each email template allows you to configure:

PropertyDescription
RecipientsConfigure the To, CC, and BCC recipients.
PrioritySpecify the email priority.
SubjectDefine the email subject.
BodyCompose the email body.
AttachmentsConfigure files to be attached to the email.

Recipients, subject, body, and attachment values can be populated dynamically using data from the current workflow.

tip

Drag fields from the Process Data Explorer into supported properties to create dynamic email templates.

Editing an Email Template​

To edit an existing Agent Email Template:

  1. Open the Email Templates explorer.
  2. Click Edit for the required template.
  3. Modify the template configuration.
  4. Save the changes.

Cloning an Email Template​

Cloning creates a copy of an existing email template that can be modified independently.

To clone a template:

  1. Open the Email Templates explorer.
  2. Click Clone for the required template.
  3. Enter the new template name and optional description.
  4. Save the template.

The cloned template is added to the current agent.

Global Email Templates must be cloned before they can be customized.

Deleting an Email Template​

To delete an Agent Email Template:

  1. Open the Email Templates explorer.
  2. Click Delete for the required template.
  3. Confirm the deletion.

The selected template is permanently removed from the current agent.

warning

Deleting an email template may affect workflow activities or notifications that reference it.

Using Email Templates​

Email Templates can be referenced by workflow activities and notification features that support email communication.

Using reusable templates provides several benefits:

  • Consistent email formatting.
  • Centralized maintenance.
  • Dynamic personalization using workflow data.
  • Reduced duplication across workflows.

Best Practices​

  • Use Global Email Templates for organization-wide communication standards.
  • Use Agent Email Templates for agent-specific messages.
  • Prefer dynamic values over hardcoded text.
  • Attach files only when required.
  • Clone Global Email Templates instead of recreating them.