Save the replies you send again and again as snippets, then drop them into any message in two clicks.
Create a snippet #
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Conversations → Snippets
Open Conversations and click the Snippets tab at the top.
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+ New Snippet
Choose a text snippet (for SMS and social messages) or an email snippet.
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Name and write it
Give it a clear name, such as “Prices for roof cleaning”, and write the message. Add custom values like the contact’s first name, so each message feels personal. Then save.
Use a snippet #
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Open the conversation
Choose the channel you want to reply on.
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Snippets icon
Click the snippets icon in the message box, search or browse, and pick a snippet.
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Check and send
The text appears in the box. Change anything you need for this customer, then send.
Good to know #
- Text snippets and email snippets are separate, so create both if you use the same reply on both channels.
- Use folders to keep snippets tidy, for example one per service.
- Good snippets to start with: price list, opening hours, “on my way”, booking confirmation, and a thank you after the job.
- Team members need permission to manage conversations to use snippets.