Tasks, automation and AI

Create and use saved replies

Turn frequent answers into reusable drafts while requiring agents to review customer-specific details before sending.

Save repeatable foundations

Create a saved reply for information the team sends often, such as opening hours or return steps. Keep facts and links current.

Find the one you want

Press Saved replies next to the paperclip in the reply box, or type a forward slash. Either opens the same list. Searching matches the reply's name and its wording as well as its shortcut, so typing refund finds your refund reply whatever it happens to be called. Replies whose shortcut matches are listed first.

Insert then review

A saved reply should enter the composer as editable text. Personalise names, product details, dates, and promises before sending.

Maintain the library

Remove duplicates and retire outdated responses. A small trusted set is faster and safer than a large collection agents cannot verify.