Chat Templates

Chat templates are a great way to speed up the response rate of your representatives. Based on the words within the template name, Kommo will automatically offer the user to apply it during the chat conversation.

How to set up Chat templates

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.

How to use Chat templates

As soon as your representative begins to type out any word from the name of the template, it will be shown to them. That’s why it’s really important to make them short and distinct to avoid any confusion or cluttering.

You can also access the list of your templates by just putting / (slash). Select the correct template and review it before sending. Looking good? Bombs away.

And that’s all there is to it. Use it well!

Need more help in setting up or troubleshooting? Contact us by sending an email to support@kommo.com or write to us on Facebook.

Not a user yet? Visit our tour page or contact us for a demo.