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How to use snippets for faster replies
Snippets are pre-written message templates that can be inserted into conversations with a few clicks. For replies that follow a similar pattern, like confirming appointments, answering common questions, or sharing project updates, snippets save time and keep messaging consistent across your team.
- Open snippet settings. Snippets are managed under Templates > Snippets. Any existing templates are listed here and new ones can be created from the same screen.
- Create a new snippet. Clicking + New snippet opens the editor. A descriptive name should be given to the template, something like "Appointment confirmation" or "Project kickoff". The name is only visible to your team and is used to locate the template quickly when inserting it.
- Write the snippet body. Snippets support rich text, so you can include formatted text, links, and other styled content. When inserted into a conversation, the snippet's content is added to the reply exactly as written. A single template works for any client since you can edit the text further before sending.
- Insert a snippet in a conversation. Inside any conversation, the Snippets icon opens a searchable list of templates. Typing part of the template name filters the list. Selecting a template inserts its content into the reply field. The text can be edited further before sending, so the template acts as a starting point rather than a rigid script.
Organising snippets
As the number of templates grows, keeping them organised helps the right one surface quickly when it's needed. Descriptive names that reflect the purpose of the message, like "Follow-up after no reply" or "Invoice payment received", help team members pick the correct template without reading the full body text. Older templates that are no longer relevant can be archived or deleted to keep the list clean.
