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Sending templates from Simla

In this manual you will learn how to send templates from a customer card

1. First of all, you need to go to the Settings => Templates = > Chat templates

Simla Settings page with Chat templates section

2. After that you need to choose a template and activate it

Simla chat template settings with Activity and Save controls

3. After this you need to go to the Sales = > Customers => List and choose a customer

Simla Customers list under Sales

4. Open a customer's card, press "Chat templates' and choose a template that you want to send

Simla customer card with Chat templates tab and selection