Using Canned Messages During chat

Using Canned Messages During chat

Now that you have crafted some useful canned messages, you need to start using them in chats with customers to save your valuable time.

We gave you quick access to your canned messages, directly above the text window, just to the right of your text formatting buttons. While chatting with a customer, and they send you a message asking you a common question, for example: “How do I reset my password.” You see the message, click Canned Messages knowing your SalesIQ has a password reset message already saved, and then you start typing “password reset,” which brings up your desired message in a flash.

Click the desired message to load it into your text-entry window, and hit Enter to send it to your customer.

 

  • In the view window of a chat, click the "Canned Messages" button, just to the right of the text formatting buttons.
  • Start typing the subject you want to find your canned message for.
  • Once you have located your desired message, click the message to load it into your entry window.
  • Click "Enter" to send your customer the message.