You can personalize your own collection of canned responses to streamline your interactions. Setting up your library is simple and efficient, allowing you to save valuable time during conversations.
Before diving into customization, consider the following tips:
- Stay aligned with the brand's policies. For instance, if the brand advises against mentioning your status as an independent agent, refrain from including it in your responses.
- Prior to saving your responses, utilize a spelling check tool to minimize errors and maintain professionalism.
How?
Access
There are two ways to access the custom canned answers management tool.
Using the conversation panel menu
Using the selector in the text input field
Manage your categories
1.2.1/ Add a category
Enter the name of your new category in the text input field and press enter or click on the green button. Your category has been successfully added.
Edit a category
Delete a category
To delete a category and all the canned answers associated with it, click on the trash-can icon on its right, then validate your action by clicking on the "Yes" button.
Manage your answers
Add an answer
Select a category, write your answer in the text input field and validate it. The category remains selected, allowing you to write several answers in a row.
Edit an answer
To edit an existing answer, click on the pencil icon on its right. You can modify the text of this answer and the category associated with it. Confirm or click on the cross icon to cancel your changes.
Delete an answer
Quick add
Selection per category
Click on the button next to the text input field - on the right for professional agents or the black "+" icon on the left for independent experts - and navigate through the categories using your mouse or keyboard arrows to select the appropriate answer.