Templates

Dynamic note templates pre-fill new notes with a dynamic or default template automatically. To help you ask the right questions at the right moments in a customer calls.

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Default Note Templates

Set a default template with relevant questions for whenever talking to a customer. This will bring the most important topics and questions to your attention automatically with each call you start. Making it easy to set the focus for each conversation.

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Dynamic Note Templates

With dynamic templates, you will instantly receive customized templates right at the beginning of each customer call based on your most trending projects and issues in Linear, enhancing the relevance of your insights.