Messaging Clients: Templates, Variables and Forms

Everything you send starts in the composer. This lesson covers the tools that make replies fast, accurate and personal.

What you will learn

• Channels and the segment counter
• Inserting message templates with the slash shortcut
• Variables that preview the client’s real details
• AI-drafted replies you review before sending
• Sending a form as a secure, signed-in link
• Internal notes the client never sees

All client names and conversations shown in this lesson are fictional sample data from Engage’s built-in demo inbox.