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Copilot for Email Templates

The Document Dispatch Copilot gives you the ability to create email templates with AI support.
Simply tell the Copilot what you want to achieve with the template – for example, sending a payment reminder or creating an invoice.
The Copilot will automatically generate the appropriate template for you.
Additionally, the Document Dispatch Copilot can translate existing templates.

How to Use This Copilot Feature

  1. Click the search icon in the upper-right corner .
  2. Search for Document Dispatch – Email Templates and open the page.
  3. On the opened page, perform the Edit action for the template row where you want to create or translate a template.

Here you can either execute the highlighted action Create or Translate.

Create Template

This action automatically creates a new email template along with the appropriate placeholders.
This feature is ideal for quickly setting up a dispatch profile.

Steps to Create:

  1. Select a language.
  2. Select the dispatch profile for which the Copilot should generate placeholders and emails (default: the current dispatch profile).
  3. Enter an instruction (prompt). You can find examples in the Copilot’s Prompt Guide.
  4. Click Generate.
  5. Review the generated email.
  6. Save the template with Keep.
  7. If you want to create a new version, click Regenerate.
  8. You can also adjust the tone of the email.

Translate Template

This action translates an existing template into the desired language.
It’s ideal for creating multilingual templates for your dispatch profile.

Steps to Translate:

  1. Select a target language.
  2. Click Generate.
  3. Review the translated email.
  4. Save the template with Keep.
  5. If you want to generate a new version, click Regenerate.

See Also