You can create and edit workspace templates in Embedded Relate, allowing you to create a custom library of text message templates. 

Any message templates you create in Relate desktop will appear in Embedded Relate, and vice versa. 

View your templates

To view your workspace templates, click your profile avatar, then click Settings > Templates. Your published and draft templates are listed on this page.

Creating a new template

To create a workspace template in Salesforce Embedded Relate:

1. Click your profile avatar, then click Settings > Templates.

2. Click Add Template, enter a template name and body, then click Save and Publish.

Sending a templated message

To use a template in a message:

1. In the Conversation widget, click the template icon (page with arrow).

2. Select a template from the list, then click Use Template.