Overview
Canned Responses allow you to:- Save frequently used replies
- Maintain consistent messaging
- Reduce typing and response time
- Standardize answers to common questions
- Share knowledge across your team
Quick Access
Type
/ in the message composer followed by a shortcode to insert a canned responseCreating Canned Responses
Create canned responses through the admin interface or API:Via API
Using Canned Responses
In Conversations
There are multiple ways to use canned responses:- Shortcode
- Search
Type The full message will be inserted automatically.
/ followed by the shortcode in the message composer:Editing Before Sending
After inserting a canned response:- The template text appears in the composer
- Edit as needed for the specific situation
- Add personalization (customer name, details)
- Send the message
Response Fields
Unique identifier used to trigger the response. Use lowercase, no spaces.Examples:
welcome, business_hours, refund_policyThe message template content. Can include:
- Plain text
- Multiple paragraphs
- Links
- Formatting (when using rich text editor)
Best Practices
Naming Short Codes
Use Descriptive Names
Use Descriptive Names
Choose short codes that clearly describe the content:Good:
welcomebusiness_hoursrefund_policyshipping_time
msg1,msg2tempxyz
Use Consistent Naming
Use Consistent Naming
Establish a naming convention for your team:
- Use underscores:
business_hours - Group by category:
billing_refund,billing_invoice - Keep it short but meaningful
Avoid Special Characters
Avoid Special Characters
Stick to lowercase letters, numbers, and underscores:
support_hours✓Support Hours✗support-hours✗support.hours✗
Writing Effective Templates
Leave Room for Personalization
Leave Room for Personalization
Write templates that can be personalized:
Include Common Variations
Include Common Variations
Create variations for different scenarios:
welcome_new- For first-time customerswelcome_returning- For returning customersfollowup_day1- One day after initial contactfollowup_week1- One week follow-up
Keep It Concise
Keep It Concise
- Focus on one topic per response
- Use clear, simple language
- Break long responses into multiple templates
- Remove unnecessary words
Include Next Steps
Include Next Steps
Help customers know what to do next:
Common Use Cases
Greetings and Welcomes
Business Information
Common Questions
Handoffs and Transfers
Managing Canned Responses
List All Responses
Search Responses
Search by short code or content:Update Response
Delete Response
Search Functionality
Canned responses are searchable by:- Short code - Highest priority
- Content - Searches within message text
Search Ranking
Results are sorted by relevance:- Short code starts with search term (highest)
- Short code contains search term
- Content contains search term (lowest)
Organization Strategies
By Category
Group related responses:billing_*- All billing-related responsestechnical_*- Technical supportproduct_*- Product informationshipping_*- Shipping and delivery
By Frequency
Create shorter codes for frequently used responses:hi- Common greetingty- Thank youhours- Business hourshelp- How we can help
By Agent Role
Tailor responses to specific roles:sales_*- Sales team responsessupport_*- Support team responsesbilling_*- Billing team responses
Advanced Tips
Use Rich Formatting
Use Rich Formatting
Format your canned responses for better readability:
- Use bold for emphasis
- Create bullet lists
- Add numbered steps
- Include links
Include Variables
Include Variables
Use placeholders for common personalizations:Replace brackets when using the template.
Team Training
Team Training
- Document available canned responses
- Train new agents on shortcodes
- Review and update regularly
- Get feedback from your team
Regular Maintenance
Regular Maintenance
- Remove outdated responses
- Update with current information
- Consolidate similar responses
- Track usage to identify gaps
Validation Rules
Related Resources
Captain AI
AI-powered response suggestions
Agent Bots
Automated conversation handling

