> ## Documentation Index
> Fetch the complete documentation index at: https://help.leaf360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to create email and SMS templates with AI

> A written walkthrough of the video showing how to generate email and SMS templates with LIA instead of writing the same messages from scratch every time.

This is the written version of a video showing how to stop rewriting the same pre-approval congratulations email (or any other recurring message) from scratch, using the AI builders.

Prefer to watch it instead? Here's the video:

<iframe width="100%" height="400" src="https://www.youtube.com/embed/OHrY55jmR7c" title="Create Email and SMS Templates With AI" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />

For the full reference on each builder, see [AI Email Builder](/mortgage-crm/ai-email-builder) and [AI SMS Builder](/mortgage-crm/ai-sms-builder). This page just follows the video.

## Generating an email template

<Steps>
  <Step title="Open the AI Builder">
    In the sidebar, open the marketing suite, go to **Email Templates**, and click **AI Builder**.
  </Step>

  <Step title="Start from a Quick Start, or describe it yourself">
    Pick one of the ready-made briefs (like pre-approval congratulations, welcome, or rate drop), or write your own description in plain English. Picking a Quick Start replaces whatever's already typed.
  </Step>

  <Step title="Set tone, layout, and output type">
    Choose a **Tone** (Professional, Friendly, Urgent, Casual), a **Layout** (Standard, Minimal, Announcement), and leave **Output Type** on **Canvas Editor** unless you specifically want raw HTML.
  </Step>

  <Step title="Generate and edit">
    Click **Generate Template**. Once it's ready, **Edit Template** hands it to the full template editor, where you should set the real call-to-action link before saving — the generated one is a placeholder.
  </Step>
</Steps>

## Generating an SMS template

The SMS builder works the same way from **SMS Templates**: describe the message or pick a Quick Start, choose a tone and category, and click **Generate SMS Templates**. LIA returns three variations with a character and segment count on each — picking one over one segment (160 characters) keeps the message cheaper and more reliable to send. **Use This** hands your pick to the SMS template editor to finish and save.

<Note>
  Neither builder saves or sends anything by itself. A generated draft only becomes a real template once you open it in the editor and save it — leaving the screen loses it.
</Note>

## Related

* [AI Email Builder](/mortgage-crm/ai-email-builder)
* [AI SMS Builder](/mortgage-crm/ai-sms-builder)
* [Email Templates](/mortgage-crm/email-templates)
* [SMS Templates](/mortgage-crm/sms-templates)
* [How to Videos](/faq/overview)