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Email templates and snippets

Save the messages and lines you send again and again, with blanks like {{first_name}} that fill in for each client.

Updated 8 Oct 2026

Templates save you retyping the same email. A template replaces the whole draft; a snippet is a line you drop in where your cursor is, like your bank details or a meeting link. Both live in the Library and are shared with your team.

Create a template or snippet

  1. Go to Settings › Library and open the Templates tab.
  2. Press + Template or + Snippet.
  3. Choose the channel: Email or WhatsApp.
  4. Give it a name, such as "Proposal follow-up". For an email template, add a Subject if you want one.
  5. Write the Message. Use the Insert buttons to add a blank that fills in for each client.
  6. Check the preview, then press Create.

The blanks you can use

InsertFills in with
First name {{first_name}}The person's first name
Full name {{full_name}}Their full name
Company {{company}}The client's name
Your name {{sender_name}}Your name
Your first name {{sender_first_name}}Your first name

Anything else in double braces, like {{po_number}}, does not fill in by itself. The editor warns you, and it shows in the draft until you replace it.

Use one while writing

In the Inbox composer, the Template menu replaces the draft with the template you pick, already filled in for that person. The Insert snippet menu drops a snippet at your cursor. These menus appear once your team has saved a template or snippet for that channel.

You can also turn a good draft into a template: press Save as template in the composer. The client's names become {{first_name}}, {{company}} and {{sender_name}} again.

Edit or retire one

Each card in the Library has Edit and Archive. Only the person who made a template, or an admin, can change it. Archiving takes it out of the menus; it is never deleted, so messages already sent with it still say which template they came from.

Related

  • Send email from KretaOS — Write, draft with AI and send client email from your own Gmail address — the send is logged and a follow-up is set for you.
  • WhatsApp templates — Approved templates are how you reach a client on WhatsApp once their 24-hour reply window has closed. Here is how to use them in KretaOS.
  • Library and attachments — Keep your decks, brochures and price lists in one place, attach them to messages, and see when a client opens a link.
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