This guide is for the Beta version of Canned Replies. Not sure if you're using the Beta version? Look for the Canned Replies icon on the Inbox ticket you're working on. Not there? Refer to this guide instead.
In this guide, you’ll learn how to use Canned Replies with Inbox.
Canned Replies is an Inbox feature that allows you to set up automatic responses — which work as templates — for incoming messages. Agents will be able to pick the reply, saving them time in resolving tickets.
Sending a canned message
Here's how to view and send Canned Replies when you're working on a ticket.
- Click the Canned Replies icon, just to the right of the '+' symbol. The Canned Reply categories will be displayed in a panel on the right-hand side of your screen.
- Click on the relevant Canned Reply category to expand it.
- Every Canned Reply in that category will be displayed. Click on the one that you want to use.
- The Canned Reply will be automatically pasted into the conversation, ready for you to review before sending! If there is placeholder text in the template, such as {name}, make sure that you manually replace this with the information of the customer that you are talking to.
- When you've reviewed your message and you're ready to send it to your customer, click Send!
- To close the Canned Replies panel, click on the canned replies icon again. The panel will also close automatically if you navigate to a different screen.
Keyboard shortcuts
To access the Canned Reply panel quickly, you can use the following keyboard shortcuts:
- On Apple computers, use Cmd+K
- On Windows systems, use Ctrl+K
From the search box, you can click the Esc key to close the Canned Replies panel.
The search function
If you have a lot of Canned Replies, use the search function to find the one that you need! Follow these steps to search Canned Replies when you're working on a ticket:
- Click the Canned Replies icon. All of the canned reply categories will be displayed in the panel on the right-hand side of your screen.
- In the search box, start typing a keyword or title of the Canned Reply that you're looking for.
- As you type, the list of Canned Replies will automatically start to filter down results to match the keyword or title that you're searching for.
- Click on the Canned Reply that you want to use, then follow from step 4 in the 'Sending a canned message' section.