Response templates in SOW.

praffulgarg
Tera Contributor

How can we add a response template in SOW in sidebar like we have agent assist and template

1 ACCEPTED SOLUTION

Matthew_13
Mega Sage

Hi Buddy,

 OOTB, Service Operations Workspace doesn’t have a way to add classic response templates into the right-hand sidebar like Agent Assist. There isn’t a plugin or setting you can enable to make that appear.

What most teams do instead is either:

  • Convert frequently used response templates into short knowledge articles, which can then be suggested by Agent Assist in the sidebar, or

  • Use Quick Actions / UI Actions to apply templates quickly (they just won’t live in the sidebar).

If you want the exact same experience as Agent Assist — templates listed in the sidebar with one-click insert — that requires custom UI Builder work to add a custom panel and wire it to your templates.

Basically: it’s not available OOTB in SOW today, but you can get close with Agent Assist + Knowledge, or build it with UI Builder if you need it to be exact.

 

@praffulgarg - Please mark Accepted Solution and Thumbs Up if you found Helpful 🙂

MJG

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5 REPLIES 5

Thanks @Matthew_13