Procedure: generate a document from a template

Requirements: administrator or editor role.

Creating a new template

1. Go into Documents, Templates tab, and tap ”+ New template”.
2. Fill in Name (for example, “Booking sheet”), Type (for example, “Letter”) and Status (for example, “Draft”).
3. Add, if you want, one or more Tags in the corresponding search box.
4. Write the template body on the left; use {{variable}} for every field you want the AI to fill in with data from the conversation (for example, {{customer_name}}). The preview on the right updates with the text and counts how many variables you’ve defined so far.
5. Tap “Create template” (or “Cancel” to discard it).

Here’s how the process plays out: once you have templates created, the AI takes one of them and fills it in with data from the conversation the document comes from (for example, the customer’s name, the property they’re interested in, or the agreed dates), and the resulting document becomes available to download on the Generated tab.