Smart Phrases Settings

Smart Phrases Settings

Overview

When the conversation is handled manually, the Smart Phrases feature gives you the ability to quickly recall pre-set phrases by simply typing a few keywords into the conversation widget. It is then possible to quickly edit the Smart Phrases before sending them into conversation.

You can configure Smart Phrases to be used on the Conversations Screen, from the Organizations Screen.

How to configure Smart Phrases

To set up a new smart phrase, from the ORGANIZATIONS panel, select the relevant organization (EDIT) and then click on the SMART PHRASES section.

Type your phrase in the 'ADD SMART PHRASES' field, then click 'ADD'. Remember that these phrases can be edited within the conversation screen before being sent. Repeat the process to add additional phrases.


Use the 'EDIT' and 'REMOVE' buttons to apply further changes to your set of smart phrases.


Before using Smart Phrases on the conversation screen, make sure Smart Phrases is set to on. (Settings>Organization>General)



    • Related Articles

    • Conversations screen overview

      Overview Thanks to the conversations screen, you and your team can easily keep track, organise and interact with the conversations that are taking place with your contacts. From here you can: Monitor all your conversations and take action when ...

    • Self-Service Studio - Settings

      Overview Self-Service Studio allows you to configure the settings of your customer portal. Configure ID&V Choose what information the customer has to provide when logging in to their personal area. Enable or disable Promise to Pay and Payment Plans ...

    • How to enable/disable channels and features

      Overview When you're on an organization's General Settings page, you can enable/disable certain channels and features. Enable or disable channels and features To enable or disable: The SMS channel The Messenger Channel The Viber Channel The Smart ...

    • Queue settings and behaviour

      Overview Decide how you want your Queue to assign conversations when they enter a queue or what do with conversation when an user logs in or logs out. Also set a value in the Max Open Conversations to limit the conversations that can be assigned to a ...

    • Move the conversation to another queue

      Overview To access the Conversation Settings, click the three dots at the top of the Conversation screen. From here you can: Move the conversation to another queue. Set a status against the conversation. Add customer's phone numbers or other channel ...