Saved Replies are reusable message templates that help you respond more quickly in tasks and conversations.
To create and manage your saved replies, click your avatar in the top-right corner of your workspace and select Profile. Then open the Saved Replies tab.
Note
The saved replies you create in your Profile settings belong to your account and are only visible there to you.
However, when using saved replies in tasks and conversations, you can also access saved replies created by other team members in your workspace.
Let's take a look at how to create, manage, and use saved replies.
Creating a Saved Reply
Click the Create Saved Reply button in the Saved Replies tab.
This opens the saved reply editor, where you can configure the following:
Name - Give your saved reply a name so it's easy to recognize and find later.
Message - Enter the message you'd like to reuse. You can also use the formatting options available in the toolbar below the text field.
The available formatting options include:
• Insert Variable
Insert one of the following client variables:
Client First Name
Client Last Name
Client Full Name
Client Email
• Insert GIF
Browse and insert GIFs from Giphy's library. You can choose from the displayed suggestions or use the search bar to find something specific.
• Add Emojis
Open the emoji picker to insert emojis into your message.
Recently used emojis appear at the top of the picker. You can also browse by category or use the search bar to quickly find a specific emoji.
• Text Formatting
Click the Aa button to show or hide the formatting toolbar.
The available formatting options include:
Bold
Italic
Insert Link
Insert Code Snippet
Bulleted List
Numbered List
Quote
Horizontal Rule
Heading
Managing Saved Replies
The Saved Replies tab also displays all saved replies you've created.
You can organize them in two different ways:
• Sort by Title
Click the Title column to sort your saved replies alphabetically:
First click - Ascending (A-Z)
Second click - Descending (Z-A)
Third click - Removes sorting
• Manually Reorder Saved Replies
You can also arrange your saved replies in your own preferred order.
Hover over a saved reply and drag it using the handle that appears on the left.
The order you set here is also the order in which your saved replies will appear when inserting them into tasks and conversations.
Edit or Remove a Saved Reply
When you hover over a saved reply, you'll also see the following options:
Edit - Opens the saved reply editor, where you can update its name or message using the same options available when creating it.
Remove - Permanently deletes the saved reply.
Using Saved Replies
Saved replies can be used in messages in both Tasks and Conversations.
To insert a saved reply, open the message composer in a task or conversation and click the Insert Saved Reply button (clipboard icon).
This opens the Saved Replies window.
By default, it displays the saved replies you've created.
From here, you can:
Select one of the displayed saved replies.
Use the search bar to quickly find a specific saved reply.
Click the Filter button (funnel icon) to switch between viewing only your own saved replies (Mine) or saved replies created by all members in your workspace (All).
Click the Settings button (gear icon) to open the Saved Replies tab in your Profile settings, where you can create new saved replies or manage your existing ones.
Close the Saved Replies window.
Once you select a saved reply, it's automatically inserted into your message.
If the saved reply contains variables, they'll be populated automatically whenever the required information is available.
Note
Currently, saved reply variables use information from the last message sent by the client in the conversation or the task.
If you're using a saved reply in a new conversation, or in a task where the client hasn't sent a message yet, there isn't any information available to populate the variables, so they'll remain empty.
Still need assistance? Contact support.