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Forex CRM / Support Hub/Quick Replies

Quick Replies

Create and manage response templates with dynamic placeholders.

Overview

Quick Replies are pre-written response templates that help agents respond to common questions faster. Instead of typing the same responses repeatedly, use Quick Replies to insert templates instantly.

Using Quick Replies

In a Ticket

  1. Open the ticket
  2. Click the Quick Replies button (or press shortcut)
  3. Search or browse available templates
  4. Click to insert the template
  5. Customize if needed
  6. Send the reply

Placeholders

Quick Replies can include placeholders that auto-fill:

  • {customer_name} - Customer's name
  • {ticket_number} - Ticket reference number
  • {agent_name} - Your name
  • {company_name} - Company name
💡
TipUse placeholders like {customer_name} and {ticket_number} to personalize templates automatically. This saves time while keeping replies feeling personal and relevant to each customer.

Example template:

Hi {customer_name},

Thank you for contacting us regarding ticket #{ticket_number}.

Best regards,
{agent_name}

Managing Quick Replies

Go to Settings > Quick Replies

Creating a Quick Reply

  1. Click "Add Quick Reply"
  2. Enter a title (for searching)
  3. Choose a category (optional)
  4. Write the reply content
  5. Add placeholders as needed
  6. Save

Editing a Quick Reply

  1. Click on the quick reply
  2. Update content
  3. Save changes

Deleting a Quick Reply

  1. Click delete icon
  2. Confirm deletion

Organizing with Categories

Group related templates:

  • Greetings
  • Closing messages
  • Technical issues
  • Billing questions
  • Status updates
📧
NoteOrganize your templates by category for faster access. When you have many Quick Replies, categories let agents quickly filter and find the right template without scrolling through the entire list.

Template Best Practices

Keep it Personal

Even with templates, add personal touches:

  • Reference specific issue
  • Add relevant details
  • Adjust tone as needed

Use Clear Titles

Make templates easy to find:

  • "Greeting - New Ticket"
  • "Closing - Issue Resolved"
  • "Billing - Refund Process"

Regular Updates

  • Review templates quarterly
  • Update outdated information
  • Add new templates for common questions
  • Remove unused templates

Example Templates

Greeting

Hi {customer_name},

Thank you for reaching out to us. I'm happy to help you with your inquiry.

Need More Information

Hi {customer_name},

To assist you better, could you please provide:
- [Specific detail 1]
- [Specific detail 2]

Once I have this information, I'll be able to resolve your issue quickly.

Issue Resolved

Hi {customer_name},

Great news! The issue you reported has been resolved.

Please let me know if you have any other questions or if the problem persists.

Best regards,
{agent_name}

Follow-up

Hi {customer_name},

I wanted to follow up on your recent support request (#{ticket_number}).

Is there anything else I can help you with? If your issue is resolved, feel free to close this ticket.

Best regards,
{agent_name}

Next Steps

  • AI Reply -- Generate AI-powered response suggestions
  • Managing Tickets -- Use Quick Replies when responding to tickets
  • Settings -- Manage Quick Reply templates in settings