This feature is available only in the AI Premium Edition. For more information about version differences, see Version comparison.
Function overview
The email template feature improves email processing efficiency. It enables you to quickly send standardized emails using templates.
Two types of templates are available: personal templates that you create and public templates that an administrator configures.
You can customize template content for common email scenarios. The feature supports rich text editing for elements such as text, tables, and hyperlinks.
Scenarios (examples)
Repetitive emails
Routine notifications, such as meeting invitations and work confirmations.
Periodic reports, such as weekly or monthly report templates.
Standard customer replies, such as answers to inquiries and quote confirmations.Personalized communication
Save custom greetings or signatures for different customers.
Store email frameworks categorized by project, such as for requirement confirmations or progress updates.
User guide
Create a personal template
Go to your mailbox. Click Compose, then Insert Template, and then View All Templates.
Click Create Template. Enter a template name, subject, and body.
Click Save. The template is saved to your personal template library.
You can also save a sent email as a template using the edit feature.
If you are an administrator for public templates, the "Save as Public Template" option is available.
Use a personal template
On the compose page, click Insert Template and select your saved template.
Note that using a template overwrites the current content. Back up your content if necessary.