We get started by heading to the Templates section, which is under the Conversations option in the main navigation menu.
We then click on the "New template" button in the top-right. This gives us the option of creating a template from scratch or from the template library.
We select the "From scratch" option.
Add template details
We now create the template. We can add snippets, documents, tokens, and a meeting link to our template.
We also have the option of cloning templates.