š¬ From the Inbox (bulk messaging)
Go to your Inbox.
Select one or more members using the checkboxes.
A top action bar appears ā click Message.
A message window will open.
Click āUse a prompt templateā and choose the template you want to insert. The prompt will be added to the input field.
āļø You can edit the content before sending.
š¬ From a conversation (chat)
Click a member from the Inbox to open their chat window.
Use the Message template dropdown above the input field to insert a template.
As always, the message is editable before sending.
š¦ š¦ From a Pipeline column
Open the action menu on any Pipeline column.
Click Send message.
ā
In the message window, click āUse a prompt templateā.
ā
ā You can use prompt templates anywhere Kanbox lets you manually send a message ā Inbox, chat, Pipelines.
āļø From an automated campaign
When building a campaign sequence and adding a āSend messageā step:
You can either write a custom message,
or use an AI prompt .
