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# How to change a sending template in Plexflow AI

The **Plexflow AI** feature lets you automate your communications according to pre-established templates (email or SMS). You can change or personalize these templates for each type of task (e.g. late payment notice, payment confirmation, renewal, etc.).

### ⚙️ Steps

### **Step 1.** Go to **Plexflow AI** from your Plexflow account.
**(Main menu → Plexflow AI)**

### **Step 2.** Click the **gear** ⚙️ to access the **settings**.

![Plexflow AI settings gear](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-2_hgkas9.png)

### **Step 3.** Select the **section** and the **task** in question.
Example: **Payment late** section → **Send a first late payment notice** task.

![Late payment section and task](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-3_ckgndw.png)

### **Step 4.** Click the **pencil-and-paper ✏️** icon to the right of the template.

![Pencil icon on the template](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-4_qgpqjk.png)

### **Step 5.** Click **Plexflow AI template**, then select **Edit**.

![Use of the Plexflow default template, Edit](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-5_8dir1w.png)

### **Step 6.** Choose the **email template** you want to use.

You can:

- Select a template that has already been prepared, or
- Create a **new template** directly from this screen.

![Choosing or creating an email template](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-6_1y7eneh.png)

### **Step 7.** Turn on the option to use this template in Plexflow AI so that it is taken into account.

![Use this template in Plexflow AI](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-7_1s8w148.png)

### **Step 8.** (Optional but recommended) Also create an **SMS template**.
Even if your default send is by **email**, it is advisable to have an SMS template ready in case you later want to change the sending method.

![SMS template](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-8_azfyvr.png)

### **Step 9.** Click **Save** 💾.

### **Step 10.** Go back to step 5 and select the **new template** you have just created.

![Selecting the new template](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-10_1cyws5y.png)

### **Step 11.** Click **Save** again to finalize the change.