Quick Text

Save frequently used messages to respond more quickly in chats.

Enable Quick Text

If Quick Text is already enabled, you can skip this step.

• > [Setup] > Quick Find > [Quick Text Settings] > [Enable Quick Text] > [Save]

Set Quick Text permissions

If permissions for Quick Text have already been configured, you can skip this step.

• Go to > [Setup] > Quick Find > [Profiles] > Edit for the profile of the user who will use the Quick Text feature in SimplyChat.

• Set Quick Text to [Default On] and click [Save].

Add Quick Text Channel

• > [Setup] > [Object Manager] > Quick Find > [Quick Text]

• [Fields & Relationships] > [Channel]

• Click [New], enter the channel name, and then click [Save].

• Click [Edit] for the newly added value, enter the channel key in the API Name field, and then click [Save].

Create Quick Text Categories

• [Fields & Relationships] > [Category]

• [Category Picklist Values] > [New]

• Enter the category values separated by line breaks, and then click [Save].

Create Quick Text records

• [App Launcher] > Enter 'Simply Chat' > [Quick Text] > [New Quick Text]

• Enter field values such as the message and associated channel, and then click [Save].

Using Quick Text

• The created Quick Text records can be used through the [Quick Text] button on the Chat Session screen.

• You can use [Insert Merge Field] to dynamically configure messages in Quick Text.

• Hover over each title in the red box to view the text.

• The text remains visible while the cursor is in the left text area. When the cursor moves outside the red box, the text remains visible for 3 seconds and then disappears.