- While chatting with a customer, click next to Select a category... in the sidebar.
- Select a category.
- To see a preview of a message, hover your mouse pointer over a message name.
- Click the name of a message to add it to your chat.
How do I use quick text in Salesforce Chat?
Quick text is automatically enabled in Salesforce Classic orgs where Chat is enabled.From Setup, in the Quick Find box, enter Quick Text Settings and select Quick Text Settings.Click Enable Quick Text.Optionally, select Share and organize quick text in folders (available only in Lightning Experience).More items...
How does quick text work in Salesforce?
Quick text saves users time and helps you standardize your company messaging. With quick text, you can insert predefined messages, like greetings, answers to common questions, and short notes. You can insert quick text in emails, chats, events, tasks, Knowledge articles, and more.
How do I send text in Salesforce?
Salesforce doesn't provide any standard feature to send SMS, but we can send SMS notifications to Leads, Accounts and to the records in custom objects. Customer follow-up can be done easily by sending SMS notifications with the help of 'SMS Magic Interact' app that is available in Salesforce AppExchange.
How do I organize quick text in Salesforce?
On the Quick Text Settings page in Setup, select Share and organize quick text in folders. This setting lets users see folders in the quick text browser and list view. It also disables the Share button on quick text records in Salesforce Classic that belong to a folder.
How do you use quick text?
For example, only messages assigned to the Email channel can be inserted into emails.Select the field where you want to insert a quick text message. ... Launch the quick text browser by clicking the quick text button in the toolbar . ... Find the message you want to insert.More items...
How do I email quick text in Salesforce?
0:4714:02Creating and Using Salesforce Quick Text - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo let's talk first a little bit about what is quick text out here uh quick text is ability ofMoreSo let's talk first a little bit about what is quick text out here uh quick text is ability of including anywhere from just a few words to multiple paragraphs of text that can be embedded. Into uh
How do I use SMS in Salesforce?
Send SMS MessagesNavigate MobileConnect.Create keywords in MobileConnect.Import contacts into MobileConnect.Create an SMS message.Identify SMS campaign types.
Can you text using Salesforce?
Customers can send text messages to your company, and agents can reply from the service console. Use short code phone numbers to send recurring messages and one-time alerts to your US and Canadian customers.
Can I text through Salesforce?
You can send an SMS text from objects in Salesforce and even use SMS templates. The automation tool allows you to use workflows to send messages without a lot of micromanaging. You can even get responses from customers through SMS texts as well, and make it so that actions occur as a result.
How do I add a quick text in Salesforce?
Steps to Insert Quick Text In SalesforceGo to setup, enter Quick Text Settings in the Quick Find box, then select Quick Text Settings.Click Enable Quick text. ... Click save.Create a Quick Text Message. ... from the App menu and Click the Quick Text tab.Click New.More items...
How do I add quick text to a folder in Salesforce?
From the App Launcher, select Quick Text to open the quick text tab.Optionally, create shareable folders to organize your quick text messages and create unique sets of messages for different business units or groups of users, like service and sales. ... Click New Quick Text to create your first quick text message.More items...
How do you edit quick text in Salesforce?
Just search Quick Text in the App Launcher and go to the record and Edit or Delete.
What happens if you tick a checkbox in a live chat?
If the checkbox is ticked the button to initiate a Live Chat is visible and available, if the checkbox is unticked the button is not visible and chats cannot be initiated. The data captured from Live Agent exchanges can also be utilised to create some insightful reports and dashboards.
What does a supervisor do in a chat?
Supervisors can also choose to view chats as a means of quality control.
