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How do I customise AML email and SMS templates in agentOS?

AML email and SMS templates are managed under Office > Email Templates and Office > SMS Templates. Each person type has a default template for AML & ID Check wording that can be edited as required.

agentOS provides default email and SMS templates for AML and ID check communications, covering each person type on the system. These can be customised to match your agency's tone and requirements.

Accessing AML email templates

  1. Go to the Office tab in the top navigation bar.
  2. Select Email Templates.
  3. To filter for AML templates, set the Template Type filter to AML & ID Checks.

You will see a list of default templates covering person types such as Buyer, Contractor, Landlord, Lettings Prospect, Property Developer, Sales Agent, Solicitor, Tenant, Vendor, and Sales Mortgage Provider.

To edit a template, click into it and select Edit. You can amend the wording as required and save your changes. Additional custom templates can also be added by clicking Add in the top right.

Accessing AML SMS templates

  1. Go to the Office tab and select SMS Templates.
  2. The SMS Templates section works in the same way, with a default template available for each person type for AML & ID checks.

Edit the SMS wording as needed and save.

Note: The registration code and links that the recipient needs to complete their AML check are automatically appended to the end of your email or SMS template. You do not need to add these manually.

If you need assistance with AML templates or check setup, contact support@agentos.com.