Optimize your time with '/' shortcuts for message templates

In your daily workflow, using templates can significantly optimize your time and improve efficiency. By leveraging the forward slash ("/") as a shortcut, you can quickly access pre-configured templates for repetitive tasks or messages. Here's how it works:

Creating the template and shortcut

Follow these steps to set up templates with shortcuts:

  1. Open the menu on PipeOne.

  2. Navigate to Configurations.

  3. Select Message Templates.

  4. Click on Create Message Templates — or edit an existing group

PipeOne - creating template
 

5. Name the group of templates you want to create

6. Set the message and a shortcut:

  • In the field labeled "Name," create your shortcut. For example: welcome or end-conversation

  • Write the message content, incorporating special variables if needed (access these via the variable icon).

7. Save your template

PipeOne - naming template
 

Using the shortcut

Once your templates are configured, using them is simple:

  1. Enter a conversation or message box.

  2. Type "/"

  3. A list of available shortcuts will appear — select one to populate the message box instantly.

  4. You can also start typing the name of the template after the slash and PipeOne will filter the quick responses for you. When you press Enter, the first option will be filled in, without the need to click the mouse-making you even faster

PipeOne - using shortcut for template message

This approach helps streamline communication by reducing repetitive typing, ensuring consistency, and saving time.

Product Team