Quick Text lets users create messages, such as greetings, answers to common questions, and short notes, which support agents can easily insert into case updates and communications with customers to save time and increase standardization. When you set up Quick Text, you enable it, set the user permissions so agents can use it, and create standardized messages.
|Available in: Salesforce Classic|
|Available in: Group, Enterprise, Performance, Unlimited, and Developer Editions|
|To set up Quick Text:||“Customize Application”|
- Enable Quick Text.
Quick Text is automatically enabled for organizations that have enabled Live Agent
- Optionally, customize Quick Text settings.
- Grant permissions to users so that they can create Quick Text messages.
- Create Quick Text messages.
- If your organization uses Live Agent, give agents access to the Quick Text sidebar in the Live Agent console.