Create an Auto-Reply

  1. Go to Settings.
  2. Go to Templates.
  3. Click on Add New Template.
  4. Enter Name, Subject and Template Content.
  5. Select Auto-Reply as Template Type.
  6. Click Add New Template.
  7. Go to Email.

The following variables can be inserted in the Auto-Reply:
- Inserts the organization name from Settings > Organization & Team.

- Inserts the customer's first name.

- Inserts the customer's full name.

- Inserts the customer's email address.

- Inserts the agent's first name from Settings > Profile.

- Inserts the agent's full name from Settings > Profile.

- Inserts the subject of the conversation.

Go to Settings and then Templates:

Click Add New Template:

Select Auto-Reply as Template Type:

Enter Name, Subject, Template Content and click Save:

Enable Auto-Reply for Email Integration

  1. Go to Email.
  2. Click Edit next to the email integration you want to enable auto-reply
  3. Click Enable and select the auto-reply in the drop-down menu.
  4. Click Save.