Canned Responses are predefined answers to common questions in topics, tickets and chat conversations that could be used by support agents.
This feature is useful when you have tons of daily requests, that can be replied with standard questions you normally ask users in different use cases.
For example, the common situation will be:
- requesting FTP details;
- notify user that you need more time to review the request;
- add your own signature to the comment;
Creating Canned Responses
In case you would have long list of predefined responses, before adding them you should first create categories in order to organize them. Only administrator is allowed to create categories for canned responses.
To add categories and new canned responses, in Agents interface go to Manage » Canned Responses.
Any canned response supports standard formatting and can be applied to one of the existing categories. Administrator can assign a response to another support agent for all objects or just to be used in tickets, topics or chats.
At the top of canned responses page you can find forum filter and grouping option by clicking on which you are able to manage answers easier.
In case admin wants to make all his predefined answers available for all agents or change the category for several responses, he can easily do it using bulk actions.
Using Canned Responses in Tickets/Topics/Chats
To insert predefined canned response in tickets, topics or chat converstions, on the full object page click Canned Responses to see all templates that could be used for quick answers. If your responses are categorized, there would be presented a list of all the current categories in the system.
To find easier a required canned response when replying, you can search within the content of existing responses.
On the full object page search within canned responses is available if there are more than 10 prepared responses per object type.
To insert canned response in specific place of the comment, just put mouse focus and select prepared answer. It can be placed in any location of added comment, so canned response could be only a part of your whole answer to customer.
There is also an option to search for required canned response directly in the comment area of the ticket or topic. Just enter # symbol and start typing your search keyword, then from the list of answers appeared click on the response you would like to add.