Saved Replies

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Handling a large volume of customer inquiries can be overwhelming for your agents. Repeatedly typing out the same responses can significantly reduce their efficiency. To maintain productivity and keep response times quick, you can set up predetermined responses for frequently asked questions and common situations. This approach reduces workload and boosts team performance.

These responses are paired with short codes, so agents don’t need to search for the correct reply. They can simply type the short code and press enter.


Accessing Saved Replies:

To manage your saved replies, navigate to:

Settings → Saved Replies or click here.

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How to Add a Saved Reply:

  • Click on the "Add Saved Reply" button.
  • Enter the "Short Code" you want to use. For example: hi for “Hi, how can I help you?”
  • Type the "Response" text. Example: Hi, how can I help you?
  • Click "Save" when finished.

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Using Saved Replies in Conversations:

Agents can use saved replies by typing "/" followed by the short code during a conversation. For instance, typing "/hi" will automatically insert the saved message “Hi, how can I help you?” into the chat.


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Editing or Deleting Saved Replies: 

To edit, delete, or deactivate a saved reply, simply hover over the reply in the list. You will see the options on the right side for quick adjustments.


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To get detailed information about saved reply categories and favorites, you can review this help document: Saved Reply Categories/Favorites