Using Shortcuts

If you find yourself repeatedly answering the same questions from contacts, you can create your own pre-written answer templates - or Shortcuts - to save your team some time. You can create as many Shortcuts as you'd like on all plans.

To manage your Shortcuts, click Messaging Tools > Shortcuts.                          mceclip0.pngThen, select who should have access to the Shortcut. You can choose to have your Shortcuts available to:

  • Everyone: all Agents in all Departments have access (admin permission needed)
  • Private to me: only you can view, use, and edit 
  • Specific departments: only Agents with access to the Department can view & use 

Click Manage next to the appropriate party. mceclip1.pngFrom here, you can either create a new shortcut or edit existing shortcutsmceclip2.pngTo create a new one, select the blue New Shortcut button in the upper righthand corner to create your Shortcut.

  • Title: used to name your Shortcut for internal purposes
  • Message: the body of your text must be under 320 characters
  • Attachments: you may add attachments to your Shortcut

Click Create when you're finished.mceclip3.pngTo edit or delete an existing shortcut, find your Shortcut in the list of existing templates, and select the Manage button next to the message you'd like to update.

To choose an existing Shortcut during a Conversation with a contact, select the Shortcuts button in your message box or you can use the / command /shortcut, then click or search for the Shortcut you’d like to use. mceclip6.png

mceclip7.pngWatch the tutorial video on Adding & Using Shortcuts here