Create and use saved replies

What you'll achieve

Teammates answer repeat questions consistently and can still edit every reply before sending.

Create a saved reply

  1. Open Settings > Inbox > Saved replies and choose Add reply.

    Create and use saved replies: Create a saved reply, 1. Open Settings > Inbox > Saved replies and choose Add reply.
  2. Choose Personal, Team or Workspace access.

  3. Write the reply, add approved attachments and include only safe tag or status actions.

  4. Save and test it from the conversation composer.

Use it in a conversation

  1. Open Saved replies in the composer and search by name or text.

    Create and use saved replies: Use it in a conversation, 1. Open Saved replies in the composer and search by name or text.
  2. Insert the reply, check customer-specific details and edit where needed.

  3. Review any attached actions before sending.

Saved replies never bypass approval rules for billing, privacy, deletion, abuse, security or other sensitive cases.

Keep going