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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.

Set them up

Create a canned reply with a short title and the message text. In a chat, pick it from the canned replies menu to insert it, then edit if needed before sending. Build a small library for your most common questions: pricing, hours, address, and order status.

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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