Productivity
Mobile Templates
Ready-to-use message templates, right on your phone.
Mobile Templates FAQs
Do templates sync between mobile and desktop?
Yes, any update made by a manager is instantly available across mobile and desktop.
Can I personalize a template before sending?
Yes, you can tweak a template per contact before sending it out.
Are templates shared across the team?
Yes, there's a shared library of templates that the whole team can use and reuse.
How many templates can I create?
There's no fixed limit — build as many templates as your team needs.
Overview
Mobile Templates gives your team pre-built, reusable message and follow-up templates they can fire off in a tap — right from the DialSummary mobile app.
Keep messaging consistent across your team while saving agents the time of typing out the same replies over and over.
Templates sync across mobile and desktop, so any update made by a manager is instantly available to the whole team.
Prepare a message employees can adapt
- Open Mobile Templates, choose Add Template and give it a name that describes when to use it.
- Prepare the message and any supported attachment using the form's document options. Keep customer-specific details easy to identify.
- Before sending, replace example details and check names, dates, links and the next step against the latest conversation.