Canned Messages

Canned Messages are predefined chat and SMS responses agents can insert with one click, with placeholders for the agent and customer name and an option to send automatically as the first message of an interaction.

Canned Messages give agents a library of pre-written responses to insert into a web chat or SMS conversation instead of typing the same text repeatedly. They are configured per skill, under that skill's Messaging settings, and are available to every agent handling interactions for that skill.


Configuring Canned Messages

  1. Navigate to Contact Center > Manage Skills
  2. Select the skill to configure, then select the Messaging tab
  3. Select the ... menu next to Canned Messages, then select the edit option
  4. All canned messages configured for the skill are listed; select Add Message to create a new one

Adding a Canned Message

FieldDescription
TitleAn internal label used to identify the message in the list; not shown to the customer.
BodyThe message text sent to the customer when the agent selects this canned message.
Send as initial messageWhen enabled, sends this message automatically as the first message of the interaction, without the agent needing to select it.
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Insert Variable

While editing the Body field, selecting $agentName or $customerName under Insert variable inserts a placeholder at the cursor position. Each placeholder is replaced with the corresponding agent's or customer's actual name when the message is sent.


Editing or Deleting a Canned Message

  1. From the Canned Messages list, select the message to change
  2. Select Edit to update the Title, Body, or Send as initial message setting, or select Delete to remove the message
  3. Select OK to save changes, then Save on the skill to apply them