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Reply templates

Save canned responses for the pitch inbox — book a meeting, route to support, polite decline — so triage gets faster as the team learns what works.

Reply templates are the canned-response library inside pitch bont. They're shared across the workspace and inserted with two clicks while triaging the pitch inbox.

Where they live

Settings → Reply templates. Anyone in the workspace can use them; admins can edit.

Common templates

  • Book a meeting — links to your scheduling page, with a friendly nudge.
  • Wrong person — please route — for replies that come from a colleague of the intended lead.
  • Polite decline acknowledgement — closes the loop on negative replies; pairs well with adding the lead to the blacklist.
  • Out-of-office handler — acknowledges, reschedules the next touch past the OOO date.

Personalisation

Templates support the same merge tags as campaign emails — {{first_name}}, {{company}}, custom CRM fields. The composer fills tags before sending so each reply still feels personal.

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