Insert a quick message from the full email composer

Insert predefined content into email messages from the full email composer.

Before you begin

Role required: email_composer

Procedure

1. Open a Workspace record in your instance.
2. Open the Compose Email page by selecting the menu 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 ().
      A list of quick messages opens in the Agent Assist panel.

      

      Note:

      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 ().
   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 ().
      A modal opens with different types of templates.

      

   2. Select the Quick messages tab.
   3. Select a quick message from the list.
      Note:

      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.