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Insert a reply template into the composer

An Operator inserts a saved reply template into the composer — by picker or by typing its shortcut — with merge fields resolved against the conversation's customer, then edits and sends it.

When this happens: Operator opens the template picker, or types a shortcut (e.g. /price) in the composer.

Step by step

  1. 1

    Types /price in the composer.

    EasyCRM matches the shared template *Pricing overview* by its shortcut. Replaces /price with the template's body, merge fields resolved against *Elena Vasiliu*'s profile.

  2. 2

    Edit a sentence and clicks Send.

Other paths

Browse the template picker

Click the template icon instead of typing a shortcut, browses by category, and selects one.

If something goes wrong

No shortcut match

The typed text starting with / matches no shortcut. It is left as ordinary composer text.

Good to know

  • The template picker is restricted to templates whose channel restriction (if any) includes the current channel.
  • The inserted text becomes ordinary Message.Body; the Message does not reference the template.