Managing Saved Replies

Edit, organize, and delete your saved reply templates to keep them up to date.

Accessing Saved Replies Management

Go to Settings menu (⚙️ icon)
Click "Saved Replies"
Or visit /saved-replies directly

Viewing All Templates

The saved replies page shows all your templates in a grid:

Thanks for contacting us

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Updated: Jan 15, 2024

Editing Templates

Steps to Edit

Find the template you want to edit
Click the "Edit" button (✏️ icon)
Update the title, shortcut, or text
Click "Save Changes"

What You Can Edit

Title: Change the template name
Shortcut: Update or remove the shortcut
Reply Text: Modify the template content

Editing Tips

Keep titles descriptive
Update shortcuts if needed
Review text for accuracy
Test templates after editing

Deleting Templates

Steps to Delete

Find the template you want to delete
Click the "Delete" button (🗑️ icon)
Confirm deletion in the dialog
Template is permanently removed

Warning: Deletion is permanent and cannot be undone. Make sure you want to delete the template before confirming.

Organizing Templates

By Category

Organize templates mentally by purpose:

Welcome Messages: Onboarding, introductions
Acknowledgment: Issue received, request logged
Instructions: How-to guides, setup steps
Closing: Thank you, follow-up messages

Naming Conventions

Use consistent naming:

Start with action: "Acknowledge issue"
Include context: "Refund request received"
Be specific: "Welcome - Premium plan"

Regular Cleanup

Review templates monthly
Remove unused templates
Update outdated content
Consolidate similar templates

Template Statistics

Each template shows:

Last Updated: When it was last modified
Shortcut: Quick command (if set)
Preview: First few lines of text

Best Practices

Keep Templates Current

Update templates when processes change
Remove references to outdated features
Update contact information if changed

Test Templates

Use templates in real conversations
Get feedback from team members
Refine based on customer responses

Document Usage

Note when to use each template
Share templates with team members
Keep a list of common scenarios

Bulk Management

Currently, templates are managed individually. To organize:

Edit templates one at a time
Delete unused templates regularly
Create new templates as needed