How to Use Spara's Text Editor

How to personalize content with variables, AI instructions, and calendar links across the Spara platform.

Spara's text editor appears wherever you write content that gets sent to leads — email bodies, SMS messages, workflow steps, and agent instructions. It includes formatting tools and a powerful Insert Menu for personalizing content with lead data.

The Insert Menu (⚡)

The bolt icon (⚡) in any text field opens the Insert Menu. This menu lets you insert dynamic content at your cursor position without typing variable names manually.

The Insert Menu has up to three tabs depending on context:

Variables

The Variables tab lists all available lead data fields, organized by category. Click any field to insert it as a variable. For example, clicking "First name" inserts {{ first_name }}.

Available categories include Lead Info, Account Info, Website Activity, Email Activity, Phone Activity, Meeting Activity, and more. For a complete list of all fields, see the Data Model documentation.

In workflows, the Variables tab also shows Workflow Outputs — data extracted by upstream API or Prompt steps. These are only visible in steps that come after the step that produces them.

AI

The AI tab lets you insert AI-powered instructions into your content. This is used in email sequences to tell Spara's AI how to compose or customize parts of the message dynamically. Options include pre-defined behaviors from your agent configuration and a free-text field for custom instructions.

Schedule Call

The Schedule Call tab lists your configured calendar links (Cal.com, Calendly, Chili Piper, etc.). Click one to insert a scheduling link that Spara renders as a calendar widget for the lead.

Variable Syntax

Variables use double curly braces:

{{ variable_name }}

For example:

Hi {{ first_name }}, thank you for checking out {{ last_page_visited }}.

...becomes Hi Sarah, thank you for checking out /pricing when sent.

If a variable has no value for a lead, it renders as an empty string.

Formatting

The text editor supports basic formatting via a floating toolbar that appears when you select text:

• Bold and Italic

• Ordered and unordered lists

• Hyperlinks

Writing AI Instructions

Several places in Spara use a text editor for writing AI instructions — natural language prompts that tell your agents how to behave. These include:

• Agent Editor — The main prompt that defines your Chat, Email, Voice, or Text agent's personality, goals, and rules. See AI Instructions.

• Workflow Prompt steps — Custom AI instructions that run against lead data to classify, research, or extract information. See Prompt Step.

• Email sequences — AI instructions embedded in email templates tell the agent how to personalize or vary the content.

When writing AI instructions, be specific and direct. For example, instead of "be helpful," write "Answer the lead's question using only information from the knowledge base. If you don't know the answer, offer to connect them with a sales rep."

Where the Text Editor Appears

Location	What you're writing	Insert Menu tabs available
Workflow — Send Email	Email subject and body	Variables
Workflow — Send Text	SMS message body	Variables
Workflow — Notify	Slack/Teams notification message	Variables
Workflow — API	Request URL, headers, and body	Variables
Workflow — Prompt	AI instructions	Variables
Email sequences	Email subject and body	Variables, AI, Schedule Call
Agent Editor	Agent behavior instructions	N/A (plain text)