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Canned responses

Canned responses

Canned responses (shortcuts) are saved replies your team inserts with a ! code while composing. They turn your most common answers into one keystroke.

How shortcuts work

  • Every canned response has a short code (for example hello), typed in the composer as !hello.

  • Typing ! opens the shortcuts panel; type ahead to filter, select to insert.

  • Inserted content becomes part of your draft — editable, formattable, and included in AI tools and translation like any typed text.

  • Shortcut content supports variables: {{customer.first_name | fallback: "there"}} inserts the customer's name with a fallback.

Shortcuts panel in the composer

Managing canned responses

Manage the workspace library in Support settings, under Canned responses:

  • Create — short code, title, content, and an optional tag for grouping.

  • Edit — update content; changes apply to future insertions.

  • Delete — remove a shortcut; codes become available for reuse.

  • Tag — group shortcuts by category (for example "billing", "onboarding") for easier browsing.

Agents can also add a shortcut inline from the composer's shortcuts panel (Add), subject to the same permissions.

Content patterns that work

  • Openers: greeting + acknowledgment + expectation.

  • Info requests: exactly what you need, formatted as a checklist.

  • Follow-ups: a gentle nudge referencing the last message.

  • Closers: resolution summary + invitation to return.

Keep snippets short enough to read at a glance but specific enough to need no editing. Variables should always have fallbacks so inserts never break.

Conventions

  • Use lowercase, single-word codes for speed (!refund, !steps).

  • Avoid codes that collide with common words teammates might type accidentally.

  • Tag by workflow so new agents can find the right snippet fast.

Where they're available

Shortcuts are workspace-wide: every Support user can insert any canned response in any conversation, in Reply mode. Notes can include shortcuts too, but they're primarily for customer-facing replies.

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