video1.0<iframe src="https://www.loom.com/embed/a0d3eec2b5f74c87ac52b92800a38ed0" frameborder="0" width="1224" height="918" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9181224Loomhttps://www.loom.com9181224https://cdn.loom.com/sessions/thumbnails/a0d3eec2b5f74c87ac52b92800a38ed0-caabe71e15f16ee4.gif213.185This Loom explains how to set up and edit email and SMS communications within Chariot’s Automation Engine. It demonstrates an automation that enrolls when an estimate is sent and then sends a series of estimate reminder emails and texts at three different times, each connected to an existing email and text template. The video shows how to edit a template directly from the automation or create a new SMS template in Settings by scrolling to create new SMS template, naming it, toggling on workflow template, and creating it. It also notes that prebuilt blueprints come with starting email and text templates that you can edit later.