How do I create custom letter types in agentOS?
Custom letter types are created via the person icon > Object Types > Other > Custom Letter Types. Once created, you can use them to write letters to clients directly from their profile via the Actions menu.
agentOS allows you to create your own stock custom letter types, which can then be used to write and post personalised letters to clients. This is useful for any correspondence you send regularly — such as deposit returns, reference requests, or notice letters.
Step 1: Access Object Types
Click the person icon in the top right-hand corner of agentOS and select Object Types.
Step 2: Navigate to Custom Letter Types
Scroll down to the Other section and select Custom Letter Types.
Step 3: Add a new letter type
Fill in the following fields:
- Name — the name of the letter template (e.g., "Deposit Return", "Prospective Landlord")
- Recipient Type — select who the letter is for (e.g., Tenant/Guarantor)
- Default Content — enter the default body text for the letter. Merge field tags can be used here to automatically pull in information from the recipient's profile (such as name, address, or property details)
Click Add to save the new letter type.
Step 4: Edit an existing letter type
If you need to update the content of an existing template, click back into it from the Custom Letter Types list and make your changes.
Step 5: Send a letter to a recipient
To send a letter using a custom letter type:
- Use the quick search bar to search for the recipient by name and open their record.
- Click the Actions button in the top right of their profile.
- Select Write A Letter from the dropdown.
- Choose your custom letter template from the list that appears.
If letters are sent to the Postbag, they can be picked up and dispatched by Whistl for physical posting.
If you need assistance with custom letter types or the Postbag, contact support@agentos.com.