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Overview

Snippets are short, reusable pieces of text: a greeting, a signature, a stock answer. That you drop into any editor by typing a ;shortcut. They expand inline as you type in the email composer and the document editor, so you never retype the same paragraph twice. Unlike full Templates (whole message bodies with AI personalisation), a snippet is a small fragment you insert mid-writing. Manage them under Settings → Conversations → Snippets.

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How it works

Every snippet has a title, an optional shortcut, an optional category for organisation, and rich-text content. The content can contain {{variable}} chips, placeholders shown as highlighted badges that you fill in when the snippet is inserted.

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Scopes

Snippets live at one of three scopes, shown as tabs on the Snippets screen:

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Inserting a snippet

Give a snippet a shortcut (for example intro) and then, in the email composer or document editor, type ;intro. Custral replaces it with the snippet’s content. Snippets without a shortcut can still be managed here but have no ; trigger to insert them.

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Using it

1

Open Snippets

Go to Settings → Conversations → Snippets and choose the Company, Team, or Personal tab depending on who should see it.
2

Create the snippet

Click New snippet, give it a title and a short shortcut, then write the content. Add {{variable}} chips anywhere a value should be filled in.
3

Insert it while writing

In the email composer or document editor, type ; followed by the shortcut (e.g. ;intro) to expand the snippet in place.

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Troubleshooting

When reporting an issue, include the request id shown in the error toast. It links the in-app error to the server logs.
  • Templates: full, reusable message bodies with personalisation tokens and optional AI (as opposed to short inline snippets).
  • Composer Commands: the / palette in the email composer, which lists your snippets alongside meeting times, forms and files.
  • Email compose: one of the editors where ;shortcut expansion works.