Managing message templates in Chatavise is simple and powerful—especially when you're looking to save time and create consistent messaging across your team. In this guide, we'll walk you through how to create, edit, favorite, and manage templates, and even how to use AI to write messages for you.



Accessing the Message Templates Page

To get started, navigate to the Marketing section and select Message Templates. From here, you'll be able to:

  • Search through existing templates

  • Add a new message template

  • Edit or delete existing templates

  • Mark templates as global or location-specific

Creating a New Template

To add a new template:

  1. Click “Add Template.”

  2. Give your template a name (e.g., Test Template).

  3. Enter your message text manually or click "Ask Kelli" to use our AI assistant. For example, if you need a review invite after a job is completed, just ask Kelli and she’ll generate a message for you.

  4. Add any necessary links like your review invite URL.

  5. Optionally, upload an image. Make sure the image is under 1MB since it will be sent via SMS.

  6. Click Save.

Using Templates in Chats

Favorited templates will show up directly in your Chats page, making them quickly accessible during conversations. You can toggle the star icon to favorite or unfavorite a template as needed.

To test this:

  • Favorite a template

  • Go to the Chats page

  • Look for your favorited templates and click to use them

  • If removed from favorites, they will no longer appear in the quick-access list

Editing & Managing Templates

When editing a template, you can:

  • Rename the template

  • Modify the message body

  • Re-upload an image

  • Toggle between Global and Location-specific

Global Templates: Accessible across all locations in your Chatavise account
Location-specific Templates: Only visible to users assigned to a specific location

You’ll also find a useful Activity Log, showing changes made by your team so you can track edits over time.

Final Notes & Support

Whether you're managing one business location or several, templates can be customized to suit your needs. Use them to improve team consistency, speed up your responses, and enhance the customer experience.

If you need help, simply click the Get Help button on the page. You’ll be able to:

  • Search help articles (including one linked to this video)

  • Contact Chatavise support directly via the Contact Us form