Settings & Configuration
Managing canned responses
3 minutes read time Difficulty: beginner
Managing canned responses
Create and organize pre-written replies that your entire team can use.
Creating a canned response
- Go to Settings → Canned Responses
- Click "New Response"
- Fill in:
- Shortcut — Trigger text (e.g.,
greeting,hours,refund) - Category — Group (e.g., "Greetings", "FAQ", "Sales")
- Content — The message text
- Buttons — Optional quick reply buttons to include
- Shortcut — Trigger text (e.g.,
- Click Save
Organizing by category
Categories help agents find responses quickly:
| Category | Example responses |
|---|---|
| Greetings | Welcome, introduction, thank you |
| FAQ | Business hours, pricing, shipping |
| Sales | Demo offer, discount, follow-up |
| Support | Troubleshooting, escalation, resolution |
| Closing | Thank you, feedback request, goodbye |
Using variables
Dynamic variables auto-fill with contact data:
Hi {name}! Thanks for reaching out to us.
I'm {agent_name} and I'll be helping you today.
Available variables:
{name}— Contact's name{phone}— Contact's phone number{agent_name}— Current agent's name{company}— Your organization name
Editing and deleting
- Go to Settings → Canned Responses
- Click on a response to edit
- Make changes and save
- Or click Delete to remove
Usage tracking
AIsoule tracks how often each response is used:
- View usage count per response
- Identify popular responses (keep them updated)
- Find unused responses (consider removing)
Tips
- Start with 20 responses — Cover your most common scenarios
- Keep them short — 2-3 sentences max
- Update monthly — Remove outdated info, add new ones
- Use categories — Makes finding the right response faster
- Include emojis — Adds warmth to automated-feeling replies
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