Why did we build this? Previously, viewing and managing account templates required navigating through menus that weren't easily accessible. In operations with many templates — separated by channel, category, or status — finding the right one took time and disrupted daily workflows.

What changed? There's now a dedicated Templates screen right in the platform sidebar. It brings all account templates into one place, with filters by status, category, type, and channel — without leaving your current workflow.

How to access: Click the Templates icon in the side menu. The list loads automatically with all account templates, paginated and searchable by name.

Coming soon: we're already working on allowing template creation directly from this screen. 🚀