Help Center / Inbox and communication /
Snippets
Snippets are pre-saved blocks of content you can insert into any conversation, comment, proposal, contract, or invoice with one click. Instead of retyping the same onboarding instructions or follow-up message for every client, a snippet drops the formatted content into the editor, ready to send or adjust.
Creating a snippet
- Go to Settings > Inbox.
- Open the Snippets section.
- Click Create snippet.
- Enter a title (for quick identification when browsing).
- Choose a category to organise it (e.g., Onboarding, Follow-ups, Support, Billing).
- Write the content. The editor supports rich text: bold, italic, lists, links, images, and tables.
- Save the snippet.
Smart fields in snippets
Snippets can include smart fields that auto-fill with real data when inserted. For example, a snippet that reads "Hi {contact_name}, here's the update on {project_name}..." fills in the actual contact and project names when you insert it into a conversation. This way, each reply feels personalised without manual editing.
Using a snippet
When you're composing a message, comment, or editing a proposal/contract/invoice block, look for the Snippets button in the editor toolbar. Click it to browse your snippet library by category, then click a snippet to insert it at the cursor position.
Organising snippets
Categories group snippets for quick access. You can create categories like "Onboarding", "Follow-ups", "Support", or "Billing". When browsing snippets, they're grouped by category so finding the right one stays fast even as your library grows.
