V3 Templates

XCALLY section	Tools → Templates
On this page	1 What’s about 2 How it works 3 Manage a Template

What’s about

A Template is a predesigned HTML layout that can be customized according to an individual preference. The simple HTML editor enables you to easily add images, links and apply styles to your text. You can also use variables in your template to customize the content with the values you need. For example, a template can be used to customize the Motion Phonebar popup to display caller name, caller number and queue for agents (so you can retrieve the created template when you configure triggers).

Variable must be used in {{VARIABLENAME}} format

How it works

The Templates Section is under the Tools Menu:

Manage a Template

To create a new Template you just click on the button, then you specify its name, the subject and then write the text:

To Edit a Template go to the Templates List, click on and then on Edit Template: