Create and manage private or public pre-written text messages to increase your productivity, reduce the need to re-type frequently used messages, and maintain consistent language throughout your organization. This feature may not be available with your plan.
- Sign in to the desktop or web app.
- From Inbox, select the settings icon. Then select Pre-written messages.
- To add a new message, select + Add pre-written message, complete each field, and then select Save.
Tip: Use shortcuts for quicker access to your messages when chatting. Use categories to easily narrow your search.
- To edit an existing message, select the desired entry, make any needed changes (such as updating the shortcut, changing the private/public status, or editing the text), and then select Save.
Note: You will see a complete list of all messages created by you as well as public messages created by the admin or supervisor. You can only make changes to your personal messages.
- To enable or disable a message, turn that specific entry on/off under Active.
- To delete a message, hover over the desired entry, and then select
.
- To use a message on an active chat, select the templates icon or type a shortcut directly into the text field, select the desired message to use, make any edits if needed, and then select Enter to send your message.
Note: Currently, you can only send one pre-written message at a time. Any edits made to a pre-written message from the text field will not permanently alter the pre-saved message itself.
