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.

Step 3. Select the section and the task in question.

Example: Payment late section → Send a first late payment notice task.

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

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

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.

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

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.

Step 9. Click Save 💾.

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

Step 11. Click Save again to finalize the change.

Updated on: 13/11/2026