In the Canned templates view, Inbox admins or managers (provided they hold the corresponding Inbox role permissions) can create and manage predefined templates. Using predefined canned templates in the common query responses can save agents' operational time.

To access the Canned Templates tab options:

1. In your browser, log in to TextPeak with manager access privileges.
2. In the main TextPeak menu, select the Inbox tab.
3. Next, click Settings at the bottom left and navigate to the Canned templates tab.

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IMPORTANT

Inbox agents have no access to the Settings > Canned Templates page and can manage conversations only.

Here, you can view a table with canned templates added to your account.

The table organizes all information about existing templates in the following columns: Template Name, Message, Created At, and Actions.

Creating Canned Templates

To create a new canned template:

1. Click Add Canned Template.

2. In the pop-up window that appears, enter a name for your new message template, then enter the template text.

3. Click Create.

Managing Canned Templates

To edit an existing canned template:

1. Click the pencil button next to the template record.
2. In the Edit canned template dialog, update the template data.

3. Click Save.
4. Alternatively, to remove the canned template, click the bin button and confirm that you want to delete it.

7. Click BACK TO SETTINGS to navigate back to the inbox settings menu.