📬 From the Inbox (bulk messaging)
Go to your Inbox.
Select one or more members using the checkboxes.
A top action bar appears — click Message.
A message window will open.
Click “Use a prompt template” and choose the template you want to insert. The prompt will be added to the input field.
✏️ You can edit the content before sending.
💬 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.
📦 📦 From a Pipeline column
Open the action menu on any Pipeline column.
Click Send message.
In the message window, click “Use a prompt template”.
✅ You can use prompt templates anywhere Kanbox lets you manually send a message — Inbox, chat, Pipelines.
⚙️ From an automated campaign
When building a campaign sequence and adding a “Send message” step:
You can either write a custom message,
or use an AI prompt .
