Use response templates in the full email composer

task brazil Updated Sep 10, 2026 1 min read use-response-templates.md
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Insert common responses into your emails by using response templates in the Compose Email page instead of manually drafting a response.

Before you begin

Role required: email_composer

Procedure

  1. Open a Workspace record in your instance.

  2. Open the Compose Email page by selecting the More actions icon ([Omitted image "x-more-actions-icon.png"] Alt text: More actions icon) and Compose Email.

  3. Apply a response template from the Agent Assist panel.

    1. From the Agent Assist panel, select the Response Templates icon ([Omitted image "xs2-response-templates-icon.png"] Alt text: Response Templates icon).

      A list of response templates opens in the Agent Assist panel.

      [Omitted image "xs2-response-templates-tab.png"] Alt text: Response Templates list

      Note: Find the response template you need by using the search bar in the Response Templates list.

    2. Copy a response template without viewing its full contents by selecting the More actions icon ([Omitted image "menu-icon.png"] Alt text: More actions icon) and selecting Copy to Clipboard.

    3. Copy a response template after viewing its full contents by selecting a template from the list and selecting Copy to Clipboard.

    4. Paste the response template into your email.

  4. Apply a response template from the email footer.

    1. From the email footer, select the Apply templates icon ([Omitted image "x-apply-templates-icon.png"] Alt text: Apply templates icon).

      A modal opens with different types of templates.

      [Omitted image "xs2-email-templates-tab.png"] Alt text: Apply templates modal

    2. Select the Response templates tab.

    3. Select a response template from the list.

      Note: Find the response template you need by using the search bar in the Response templates tab.

    4. Add the template to your email by selecting Insert.

  5. Apply a response template with a keyboard shortcut.

    For instructions on applying a response template with a keyboard shortcut, see Add response templates with a keyboard shortcut.

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