/shortcut). No AI is involved — the text is stored as-is and inserted as-is.
Use canned replies when:
- The same answer appears in dozens of conversations (“Our hours are…”, “Here’s our pricing PDF…”).
- You want consistent wording across agents.
- You need a fast way to handle high-volume questions.
Canned replies are static. If the answer needs to adapt to the customer’s specific question, use an AI Prompt instead.
Create a canned reply
Go to AI & Replies → Canned Replies.
Set the shortcut
A short alias starting with
/ — e.g. /hours, /address, /price. Agents type this in the composer to insert the reply.Write the body
Plain text, with optional variables like
{{contact.firstname}}. Use WhatsApp formatting (*bold*, _italic_) if you want.Variables in canned replies
You can personalise a canned reply with these placeholders:| Variable | Value |
|---|---|
{{contact.firstname}} | First name |
{{contact.lastname}} | Last name |
{{contact.phone}} | Phone |
{{contact.email}} | |
{{contact.custom.<field>}} | Any custom field |
{{agent.firstname}} | First name of the agent pasting the reply |
{{workspace.name}} | Your workspace name |
Using a canned reply
Organising with categories
Once you have 10+ canned replies, categories make the picker navigable. Typical categories:FAQ
Hours, address, pricing, warranty, returns.
Support
“We’re looking into this”, “Please share a screenshot”, “Can we call you?”
Sales
Price list, demo offer, upgrade link.
Closing
“Thanks for your patience”, “Anything else I can help with?”, “Have a great day”.
Shortcut conventions
The shortcut is the most important field — it’s what agents actually type. Some conventions that work:- One word, lowercase.
/hours, not/Business Hours. - No spaces. Use
_if you really need a separator:/order_status. - Short. 4–10 characters is the sweet spot.
- Predictable. Use the customer’s vocabulary (
/refund) not yours (/rma-policy).
Editing, duplicating, deleting
- Edit — changes apply instantly. Conversations already using a pasted copy keep their old text.
- Duplicate — handy for language variants: duplicate
/hoursas/hours_esand translate the body. - Delete — removes the reply from every agent’s picker. Past usage in conversations stays as regular text.
Permissions
Staff with thetenant.canned_reply.create and tenant.canned_reply.edit permissions can create and edit. All other staff can still use them in chat. Set this up in Roles & Permissions.
Multi-language setups
If your team handles conversations in more than one language, there are two patterns:- Shortcut suffixes
- Categories
Duplicate each reply per language and add a language suffix to the shortcut:
/hours_en/hours_es/hours_fr
Best practices
Keep replies short
Keep replies short
WhatsApp users skim. A canned reply that’s 300 words will feel like a wall of text. Aim for 2–4 short sentences per reply.
Review quarterly
Review quarterly
Canned replies drift out of date — prices change, hours move, the returns policy gets updated. Put a quarterly calendar reminder to review the library.
Avoid over-specifics
Avoid over-specifics
"We'll get back to you in 2 hours" becomes a lie the first time your team is swamped. "We'll get back to you shortly" is safer.Include a human touch
Include a human touch
Don’t make every canned reply end with “Regards, Team Support”. Sign with the agent’s name:
"{{agent.firstname}}". It reads warmer.Troubleshooting
Shortcut not triggering the picker
Shortcut not triggering the picker
- Are you starting with
/(forward slash)? - Is the reply saved and not in draft?
- Is your agent account in a role with the
tenant.canned_reply.viewpermission?
Variable not replaced
Variable not replaced
Make sure the variable is spelled exactly —
{{contact.firstname}}, not {{contact.first_name}}. Custom-field variables use the field’s slug, not its label.Formatting looks broken in WhatsApp
Formatting looks broken in WhatsApp
WhatsApp formatting needs clean asterisks and underscores:
*bold* with spaces around. *bold text*works, * bold text * and text*bold*text often don’t.What to read next
AI Prompts
For replies that need to respond to the actual customer question.
Live Inbox
Where your canned replies get used.