Canned Responses Omnichannel Manager's Guide
Last updated
Last updated
If you are using canned responses for the first time, see the or contact your workspace administrator to enable canned responses on your workspace.
To create a Canned Response,
Go to Administration > Omnichannel > Canned Responses. A list of Canned Responses in the workspace is displayed.
Click on + New
Update the required information and Hit Save. A new Canned Response is ready to be used by typing !
in the message box.
Shortcut: The shortcut of your new canned response.
Message: Enter your message snippet. You can use any available placeholders to personalize your message. You can also preview the message anytime by switching between the Editor
and Preview
tab. The available placeholders include: {{contact.name}}
, {{contact.email}}
, {{contact.phone}}
, {{agent.name}}
, {{agent.email}}
.
Tags: Set the tags for your canned response. This helps agents find canned responses specific to a particular topic
Sharing: Lets you set the usage level of your Canned Response
Public: Anyone across your workspace can access your canned response. It requires the save-all-canned-responses
.
Department: Anyone in the selected department can access your canned response. It requires the save-department-canned-responses
.
Private: Only you and Omnichannel managers can access your canned response.
You can create a canned response on the go from within a conversation.
To create a canned response in a conversation,
You can filter canned responses from the main page by:
Search: Searching the Canned Message shortcut or message text.
Sharing: You can filter by sharing.
Created By: You can filter by name of the user who created the canned responses.
Click on the Canned Responses icon
Click on Create and .
To learn more about how agents can use canned responses, see the