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4: Quick Reply Templates

Learn how to use templates, or quick replies, to reply to clients quickly.

Matt avatar
Written by Matt
Updated over a week ago

Points to Remember:

  • There’s no need to spend the time writing the same answers over and over! Instead, use quick replies to make responding to those common scenarios simpler and faster.

  • You can use quick reply templates for answers to questions, video shortcuts, links, etc.

  • Think of pipeline/process templates as your proactive, outbound communications, tied to processes, while quick replies are meant to be used as reactive replies to inbound client questions.

Action Items:

  • Add some quick replies to your inbox for common questions or scenarios and keep your eye out for other opportunities to add quick replies!

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