Insert a quick message from the full email composer

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • Insert predefined content into email messages from the full email composer.

    시작하기 전에

    Role required: email_composer

    프로시저

    1. Open a Workspace record in your instance.
    2. Open the Compose Email page by selecting the More actions icon (More actions icon) and Compose Email.
    3. Apply a quick message from the Agent Assist panel.
      1. From the Agent Assist panel, select the Quick Messages icon (Quick message icon).
        A list of quick messages opens in the Agent Assist panel.
        Quick Messages list
        주:
        Find the quick messages you need by using the search bar in the Quick Messages list.
      2. Add a quick message without viewing its full contents by selecting the Insert icon (Insert icon).
      3. Add a quick message after viewing its full contents by selecting a message from the list and selecting Insert.
    4. Apply a quick message from the email footer.
      1. From the email footer, select the Apply templates icon (Apply templates icon).
        A modal opens with different types of templates.

        Apply templates modal

      2. Select the Quick messages tab.
      3. Select a quick message from the list.
        주:
        Find the quick message you need by using the search bar in the Quick messages tab.
      4. Add the template to your email by selecting Insert.