Canned Responses

Creating Canned Responses​

Canned responses allow you to save frequently used messages for quick access. To create a new canned response:

1. Navigate to Canned Responses: Access the Canned Responses section from the main menu.
2. Add New Response:
   • Click the Create canned reply button.
   • A form will appear for you to fill out.
3. Fill in the Details:
   • Title: Enter a concise title for your response (e.g., "Appreciation Reply").
   • Description: Type out the full message you want to save (e.g., "Thank you for your response.").
4. Set Visibility: Optionally, toggle the switch to make the response Public, making it available for other users.
5. Save Changes: Click the Save button to store your new canned response.

Managing Canned Responses​

Once you’ve created your canned responses, managing them is straightforward:

• Viewing Responses: All your saved responses will be displayed in a structured table format.
• Editing and Deleting: The Action column provides options to edit or delete any response as needed.
• Search Functionality: Use the search bar to find specific canned responses quickly by title or keyword.

3. AI Prompts​

3.1 Creating AI Prompts​

AI prompts enable automated responses or actions. Here’s how to create them:

1. Access AI Prompts Section: Go to the AI Prompts section from the main menu.
2. Initiate Creation:
   • Click on the Create AI Prompts button.
3. Input Prompt Details:
   • Name: Assign a title that describes the purpose of the prompt (e.g., "Generate Questions").
   • Prompt Action: Describe what you want the AI to do, such as generating questions or rephrasing text.
4. Save: After filling out these fields, click Save to store your new AI prompt for future use.

3.2 Using AI Prompts​

To utilize an AI prompt, select it from the existing list and follow instructions to generate text or tasks according to your needs.

4. Sending Bulk Campaigns​

4.1 Creating a Bulk Campaign​

Bulk campaigns allow you to send messages to multiple recipients efficiently. To create one:

1. Navigate to Send Bulk Campaign: Find this option in the main menu.
2. Campaign Naming:
   • Enter a unique Campaign Name that reflects the purpose (e.g., "New Product Launch").
3. Select CSV File:
   • Choose an appropriate CSV file containing recipient information. Make sure it adheres to the required format.

4.2 Uploading CSV Files​

To upload your CSV:

1. Click Upload: Use the Upload CSV button to select and upload your file.
2. Validation Message: Upon upload, a message will indicate how many records are valid and ready for your campaign. For example, "Out of 4650 records in your CSV file, 4650 records are valid."

5. Using Dynamic Merge Fields​

Using dynamic merge fields enhances personalization in your messages. Here’s how:

1. Dynamic Fields: To include recipient-specific data, use the '@' sign followed by the variable name within your message template.
2. Check Availability: Ensure that the selected template supports dynamic fields. This can usually be verified within the campaign setup section.

6. Previewing and Sending Campaigns​

Before dispatching your messages:

1. Previewing:
   • After configuring your campaign, you’ll see a preview on the right side of the screen. Adjust the content as necessary to ensure it meets your expectations.
2. Final Review: Take a moment to double-check all details.
3. Sending: Once satisfied, click the Send Campaign button to launch your message to your audience.

7. Conclusion​

This manual covers essential features and functionalities of the new version, empowering you to optimize your communication strategies effectively. For further assistance, explore the support resources within the application. Thank you for choosing our platform for your communication needs!