Settings & Configuration

Managing canned responses

3 minutes read time Difficulty: beginner

Managing canned responses

Create and organize pre-written replies that your entire team can use.

Creating a canned response

  1. Go to Settings → Canned Responses
  2. Click "New Response"
  3. Fill in:
    • Shortcut — Trigger text (e.g., greeting, hours, refund)
    • Category — Group (e.g., "Greetings", "FAQ", "Sales")
    • Content — The message text
    • Buttons — Optional quick reply buttons to include
  4. Click Save

Organizing by category

Categories help agents find responses quickly:

CategoryExample responses
GreetingsWelcome, introduction, thank you
FAQBusiness hours, pricing, shipping
SalesDemo offer, discount, follow-up
SupportTroubleshooting, escalation, resolution
ClosingThank you, feedback request, goodbye

Using variables

Dynamic variables auto-fill with contact data:

Hi {name}! Thanks for reaching out to us.
I'm {agent_name} and I'll be helping you today.

Available variables:

  • {name} — Contact's name
  • {phone} — Contact's phone number
  • {agent_name} — Current agent's name
  • {company} — Your organization name

Editing and deleting

  1. Go to Settings → Canned Responses
  2. Click on a response to edit
  3. Make changes and save
  4. Or click Delete to remove

Usage tracking

AIsoule tracks how often each response is used:

  • View usage count per response
  • Identify popular responses (keep them updated)
  • Find unused responses (consider removing)

Tips

  1. Start with 20 responses — Cover your most common scenarios
  2. Keep them short — 2-3 sentences max
  3. Update monthly — Remove outdated info, add new ones
  4. Use categories — Makes finding the right response faster
  5. Include emojis — Adds warmth to automated-feeling replies

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