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Shortcuts section in agent profiles

Shortcuts are abbreviated methods that let you send pre-configured quick responses, saving time and maintaining consistency in customer service.

➡ How to use them:
During a conversation with a user, type the # symbol followed by the name of the shortcut. For example: #HelloAivo.
When you press Enter, the full text configured for that shortcut will be automatically inserted.

Each agent can have their own personalized shortcut.
For example, the shortcut #Valeria could expand to:
“Hello, how are you? My name is Valeria. How can I help you?”

➡ Edit before sending: during an active conversation, you can modify the default message before sending it by pressing the Tab key.

↗ Check the available shortcuts:
From the left side menu, select Settings > Shortcuts.
You will see the list of shortcuts available to use in your conversations.
     • Shortcut: this is the name that will activate the message (for example: #bt).
     • Message: this is the text that will be displayed when using that shortcut (for example: “Hello, how are you? Welcome to our call center...”).

☝ Only Supervisor, Agent Supervisor, or Administrator roles can create, edit, and delete shortcuts.

⬇ In the tour below, you can see how they work within the platform.
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