Navigate to Settings → Email Templates. You have three ways to create templates:
1. Upload Files
Drag and drop or select files (PDF, TXT, CSV, JPG, PNG)
Note: Word documents (.docx) are NOT supported. Convert to PDF first or use copy-paste instead.
Ava's AI automatically extracts multiple templates from a single file
Great for importing existing email templates from other systems
2. Paste Text
Paste your email content directly (up to 4,000 characters)
Ava extracts and structures templates automatically
3. Start From Scratch
Create templates manually using the rich text editor
Full control over formatting, categories, and tags
Migrating from other systems
You can copy task lists and email templates from your existing transaction management system (SISU, Open to Close, Aframe, Folio, etc.) and paste them into ListedKit. Ava will learn your templates and remember them for future transactions.
Template fields
Name: Template identifier (required)
Category: Organizational grouping (e.g., "Document Request", "Closing")
Tags: Searchable keywords
Subject: Email subject line
Body: Email content with formatting
Context Hints: Help Ava understand when to use this template