Saved Replies
Create reusable message templates to respond to common questions faster. Saved replies are shared across your entire workspace.
Getting started
Open Saved Replies
Click "Saved Replies" in the sidebar to open the management page. Here you can view, search, create, edit, and delete all saved replies for your workspace.
Create a saved reply
Click the "New Reply" button. Enter a title (required) and the reply content (required). Optionally add a category to group related replies (e.g. "Greetings", "Billing") and a shortcut keyword for quick identification (e.g. "welcome").
Use a saved reply in a conversation
Open any conversation in your inbox. In the reply composer toolbar, click the bookmark icon to open the saved replies popover. Search by title or content, then click a reply to insert it into the composer. You can edit the text before sending.
Features
Everything you can do with saved replies.
Search
Search saved replies by title, content, or shortcut keyword. The search works both on the management page and in the composer popover.
Categories
Organize replies into categories like "Greetings", "Billing", or "Technical". Filter by category using the tabs on the management page.
Shortcut keywords
Assign a shortcut keyword to any reply (e.g. "welcome"). Shortcuts appear as badges on reply cards and in the composer popover for quick identification.
Quick insert
Insert a saved reply directly from the inbox composer. Click the bookmark icon in the toolbar, find your reply, and click to insert. The text is appended to any existing content in the composer.
Reply fields reference
Each saved reply has the following fields.
TitleA short name for the reply (required). Used for searching and identification.
Example: Welcome message
ContentThe full reply text that gets inserted into the composer (required).
Example: Hi! Thanks for reaching out. How can we help you today?
CategoryAn optional label to group related replies. Appears as a tab filter on the management page.
Example: Greetings
ShortcutAn optional keyword for quick identification. Displayed with a / prefix on reply cards and in the composer popover.
Example: /welcome