Saved Reply Folders
E
Eggshell Koi
Thanks so much for the saved reply updates! Please consider allowing creation of folders to store saved replies by category.
H
Happy Marsupial
If these are the canned replies that you pre right and then pick from a list then i agree. The ability to organize and tag them.
Id like organization within same number. As we have 2 different teams sharing same number. They might message the customer about the same categories but need to communicate different information.
Team name folder
OPS TEAM FOLDER
Parking Issue
Schedule Move Out
Meeting request
CS TEAM FOLDER
Billing
Parking Issues
Schedule Move Outs
Tawheed Al-towaitee
Merged in a post:
Categorize Saved Replies
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Elegant Impala
We have so many saved replies. It would be great if we could categorize them!
Chris Brisson
Thanks for posting this, Elegant Impala! Quick couple questions so we understand what you’re trying to solve: what’s the biggest pain with saved replies right now (mostly hard to find the right one fast, duplicates, team consistency, etc.)? And if we added categories, how would you want to organize them—by team/user, by use case (sales/support/billing), or by stage in the convo? Lastly, when you’re picking a saved reply, what should categories actually do for you (filter the list, let you browse by category, search within a category, etc.)?
Tawheed Al-towaitee
Merged in a post:
Saved Reply / Saved Reply Sorted By Phone Number or Inbox
B
Binding Dolphin
Having the ability to break down saved replies by the phone number inbox or user would be a great option to add on all the saved replies should not always be visible to everyone and each number has different saved replies that should only be visible to that number or inbox
Chris Brisson
Hey Eggshell Koi, thanks for your feedback! I have a few more questions for you:
- How would you like to categorize your saved replies?
- What types of categories or folders would be most useful for your workflow?
- Are there any specific features you would like to see within the folder system for saved replies?
Chris Brisson
Thank you for posting, Binding Dolphin! I have a few more questions for you:
- How frequently do you need to use saved replies specific to a phone number or inbox?
- Can you provide examples of scenarios where having saved replies sorted by phone number or inbox would be beneficial?
- Are there any specific features or functionalities you would like to see in the saved replies sorting option?
B
Binding Dolphin
Chris Brisson thank you so much for getting back to me!
1.) Saved replies are a critical function of my business and used in all inboxes and for speficic phone numbers
2.) Share Options Similar to OP would be GREAT to get integrated
- Share Options are able to be toggles on or off based on the following
a.) Everyone
b.) Based on a "Specific Phone Number" or "Inbox"
c.) Based on a "Group" Within the organization
- this would be considered "Teams" within SalesMSG
d.) Based on Inviting a Member
3.) The sorting options between newest oldest and alphabetically are all functioning as needed the share option is the most important piece missing right now as i am adding in new new members different departments etc.
4.) Editing options for the templates should be enabled for those that are managers within a certain inbox so the original creator of the template is not the only one that can edit the saved response