Learn how to edit and format internal and external communications, using Headlight’s AI tools, parameters, and conditional text to personalize messages.
Select a Workflow
- Open the Workflow Configuration page.
- Choose the Workflow you want to edit — for example, New Order Approval Workflow from templates.
Tip: See Where to find a Workflow Configuration to access this screen.
Select a Message to Review
- Select a Form, Notify, or Approval action step.
- These contain the internal or external communications you can edit.
- In the Details section, edit the title and body of the text directly.
Review all messages carefully — they define your internal and external communications.
Formatting Options
Use the toolbar icons to style your text:
- Bold to emphasize key information.
- Experiment with other available formatting features.
Changes appear live in the text box.
Let AI Help Craft Your Message
- Click the AI icon in the message editor.
- Provide your writing instructions on the left and preview results on the right.
- Click Cancel to discard or Apply to use the AI-generated version.
Adding Parameters
Add dynamic placeholders that automatically adapt to Headlight data.
- Type
{{to trigger parameter suggestions (e.g.,{{company_name}}). - Select a suggested option or type it manually, closing with
}}. - Parameters appear in blue once added.
- You can view all parameters in the Parameters section below the Details panel.
- Use the search function to find relevant parameters.
Tip: See upcoming training for more details on using parameters.
Adding Conditional Text
Include conditional logic so that certain text only appears when specific conditions are met.
- Open another action step (for example, a Notify step).
- Conditional text uses the following operators:
- Starts with
{% - Ends with
%} - Closes with
{% endif %} - The content between these markers only appears if the condition is true.
Example:
{% if car_model == "Electric" %}
“Please confirm the charging details.”{% endif %}
Remember to save your changes once finished.
See Workflow Basics 101 for saving methods.
Summary
You’ve learned how to:
- Edit communication text titles and bodies
- Format messages using the toolbar
- Use AI assistance to improve writing
- Add parameters for dynamic content
- Apply conditional logic for data-based personalization
