• Using Teammate Templates

  What are Templates? Templates are pre-build Teammates created by an organization admin. They cover most common usage of Teammates for your organization. How to use Templates There are two ways of building Teammate based on Templates. Option 1: Starting from the Templates Page Go to Templates page. Carefully review the name and description of each template. Select the one that best suits your purpose. Click ‘Use Template’ button. (https://storage.crisp.chat/users/helpdesk/wFew readers

• Creating Custom Templates

  Who can create Templates? Only users with admin permissions can create Templates. Create Template option is disabled for all users without admin permissions. How to create a new Template? Log in as a user with admin permissions within your organization. On Teammates page create a new Teammate or choose an existing Teammate that you want to make a base for a new Template. Go to Chat Dialog and check that the Teammate returns results that match Teammate purpose. Go back to TeammateFew readers