What's new

Adaptive templates automatically detect placeholder text—like customer names, invoice numbers, or amounts—and tailor messages to each recipient ✨

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This lets you send personalised payment reminders from your own email address without any manual work. In fact, payments requested with adaptive templates are paid 70% faster ⚡

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To make getting started easier, you can now preview exactly how a message will appear to a specific customer while creating or editing a template.

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Go to Settings → Adaptive templates, select a template, and click Preview to see what Autopilot will send 🤖

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