How to Create and Manage Canned Messages

How to Create and Manage Canned Messages

How to Create and Manage Canned Messages

Canned Messages allow admins to create reusable, predefined responses that agents can quickly insert into conversations.

This helps teams respond faster, maintain consistency, and improve communication across supported messaging channels.

Step-by-Step: How to Create a Canned Message

  1. Go to Settings → Messaging → Canned Messages

  2. Click + Create Canned Message in the top right corner


💡Useful Tip: To edit an existing canned message, simply click the pencil icon to open the panel with all canned message settings.

  1. Define a quick shortcut command that agents can type to insert the message. (For example, /greeting)

  2. Give the message a title and fill in the message content.

  3. Assign one or multiple tags to organize messages by categories. (For example: Sales, Support, Info, etc.) 

  4. Choose which groups can access the canned message.

  5. Under Supported Channels, select where the canned message can be used. (Currently available: WhatsApp/Email)

  6. Select the canned message language during setup.


💡Useful Tip: Once this period is reached, the user will be required to create a new password the next time they log in

Search and Filters

Admins can quickly find canned messages using:

  • tag filters

  • language filters

  • search functionality by Title, Shortcut, or Message Content


Permissions and Visibility

Canned Messages support role-based visibility. Users only see the canned messages available to:

  • their assigned groups

  • their permissions

  • the selected communication channel

Done 🎯

You now know how to create and manage Canned Messages in Squaretalk.



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