How to create a chat template

Overview

Chat templates allow your team to quickly add frequently used text to a conversation without entering the same message each time.

This article explains how to create chat template in Core Practice.

Create a chat template

1. Click the Cog icon in the upper-right corner of Core Practice.
2. Select Templates
   
   
    
3. On the right side of the Templates page, click Create Template.
   
   
    
4. Enter a name for the template.
5. Under Type, select Chat Template. 
6. Enter a description if required.
7. Under Template Designer, click Add Content.
   
   
    
8. Add the content you want to include in the chat template.
9. Review the template and make any required changes.
10. When you have finished, click Complete Template  in the upper-right corner of the Template Designer.
    
    

Your chat template is now ready to use.

To learn how to add a template to a conversation, see [How to use Chat in Core Practice].
 

If you have any questions, please click the yellow Help button at the bottom left and chat with us. We are more than happy to help!