Can I build templates to reply to customers within a ticket?

Tiffany Sophocleous

It would be helpful and more efficient to be able to insert a template when I'm working on a ticket and replying to a customer, as our replies are often the same or similar among different customers.

Jack Brickey

Hi Tiffany,

Welcome to the community! What you are asking about is often referred to as canned responses. Unfortunately this Is not built in to cloud. However I recall that there is an open suggestion and I believe that it is actively being worked on but not immediately sure. Regardless that doesn’t help you right now. To achieve this you’ve got a couple of options

• you could create some automation rules that are run manually and you can run those directly from within the issue
• You could consider an addon application there are purpose built apps for this in the Marketplace 
• You could consider leveraging an auto-text app. Some of these are actually free and some are paid. I happen to use two different ones one is a-text which is for Mac and the other is Phrase Express. These work by allowing you to create some shorthand aliases such as if you type #Phone it might feel in your contact number. These are extremely flexible and reasonably priced in my opinion. Additionally, some like Phrase Express allow you to share across your network so all of your agents can leverage the same phrases. The added benefit of these solutions is that you can use them for any app, emails, texts, etc.