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HomeHelp & DocsCRM › Save time with canned replies
CRM

Save time with canned replies

Canned replies are saved message templates for the inbox. When the same questions come up, your team inserts a ready answer in one click instead of retyping it, which keeps replies fast and consistent.

CRM V2

These steps describe CRM V2, the current version. If your account is still on the older CRM, the screens differ but the ideas are the same. Newer accounts are on V2 by default.

Create one

1
Go to CRM → Canned Replies and click Add New Reply.
2
Enter a reply name and select the channel.
3
Choose the type: Canned Reply or Quick Reply (see the difference below).
4
Add your message text, and buttons if you need them.
5
Click Save.

Canned Reply vs Quick Reply

In Live Chat, type / followed by the reply name to bring it up. A Canned Reply sends instantly the moment you select it. A Quick Reply drops into the message box first, letting you edit before sending — useful when you need to tweak a detail each time.

Keep them human

Canned replies save time, but tweak them per customer where it matters. A name or a specific detail turns a stock answer into a personal one.

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