SettingsTemplates
Template Categories
Organize message templates into ordered groups.
Template categories help operators find the right reusable reply faster.
Use categories for scripts, objections, payment instructions, follow-ups, support replies, or any other group that matches your conversation workflow.
Categories Page
The Template Categories tab shows categories in a dedicated table.
| Column | Description |
|---|---|
| Name | The category name shown in the template list. |
| Sort Order | The order used to display categories. Lower values appear first. |
| Actions | Edit or delete the category. |
Create a Category
- Open Settings.
- Go to Templates.
- Open the Template Categories tab.
- Click Add Category.
- Enter the category name.
- Set Sort Order.
- Save the category.
Sort Order
Use Sort Order to control how categories appear to operators.
Example:
| Category | Sort Order |
|---|---|
| SCRIPT | 1 |
| Objections | 2 |
| Payment | 3 |
| Follow-up | 4 |
Best Practices
- Keep category names short.
- Put the most frequently used categories first.
- Avoid creating too many categories with similar names.
- Review categories when the operator workflow changes.