Create a template (quick reply)

Whatever you type ten times a day, save it once: in the chat you type ”/” and the full reply comes out.

Before you start

You need

• Nothing special: anyone on the team can create templates from Settings.

Steps

1. Open Settings → Templates. Choose + New template.

2. Fill in the three fields. The Name, the Code (what you’ll type after ”/”, e.g. pricing) and the Reply. You can insert variables like the contact, agent or company name with the editor chips.

3. Press “Create template”. It’s ready for the whole team.

4. Use it in the chat. In any conversation type / followed by the code and the reply is inserted instantly, variables already filled in.

Not a WhatsApp template

This is an internal quick reply. WhatsApp templates (Meta-approved HSMs, for campaigns and for messaging outside the 24-hour window) are a different thing: they’re managed in Settings → Channels → WhatsApp.

Result

Note

Your team answers the frequent stuff in seconds, always in the same tone and typo-free.

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