To begin the setup, head over to Settings section of your Kommo account, and select Communication tools.
Under Chat templates, click Add a new template button.
Enter the name for the template. It’s always a good idea to make it short and easy to remember.
Then, enter the text for the template. On the right side of the window, you will see different markers. These markers (inserted with the square [ ] brackets) will automatically parse the data from the lead/contact/ or company card into the template.
I.e if you have [Contact name] marker inserted in the template, it will be automatically replaced with the full contact name after sending it.
Once you’re done, click Save. You can always edit it later.
