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Learn about shortcuts and how to set them up

Shortcuts are abbreviated methods that allow agents to send pre-configured quick responses.

As a Supervisor, Agent Supervisor, or Administrator, you can create, edit, and delete shortcuts to standardize your team's communication and optimize response times.

➡ How to access:
From the left side menu, select Settings > Shortcuts.
There you will see the complete list of shortcuts configured on the platform.

➡ Available actions:
• Create: click New Shortcut, define a name (for example: #Welcome) and complete the message that will be inserted automatically.
• Edit: modify the text or name of an existing shortcut when you need to update its content.
• Delete: use the trash can icon to remove shortcuts that are no longer needed.

☝ Agents will only be able to use the configured shortcuts, but not modify them or add new ones.

⬇ In the tour below, you will find the steps to create, edit, and delete shortcuts within the platform.
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