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Using Snippets in iOS app

Agents need to be able to respond to multiple tickets quickly and accurately. Doing this efficiently can be challenging because each response must be consistent and follow the organization's standards.

Snippets are pre-written responses or canned messages that can be easily inserted into email replies to tickets. They save time and ensure that all agents provide consistent answers to common questions or issues. 

In the iOS mobile app, agents can perform the following actions within snippets:
  1.  View: Agents can view the snippets they create and those that are shared with them.
  2. Insert: Agents can include snippets directly in their messages when replying to tickets.
  3. Sort: Snippets can be sorted based on their name or the time they were created or modified.
Note: Snippets can be created and shared with others only through the web application. Refer to the help doc for more details.

 To view and use snippets    

  1. Open the Zoho Desk app.
  2. Navigate to the desired ticket.
  3. Tap the More icon ().
  4. Select Reply or Reply All.
  5. Tap the More icon ().
  6. Select Snippets and access either My Snippets or Shared Snippets.
  7. Tap on the snippet you wish to use.
  8. Finally, tap Send or use the drop-down menu () to Send & Close.

 

 To sort snippets 

  1. Open the Zoho Desk app.
  2. Navigate to the desired ticket.
  3. Tap the More icon ().
  4. Select Reply or Reply All.
  5. Tap the More icon ().
  6. Select Snippets and choose either My Snippets or Shared Snippets.
  7. Tap on the Sort icon (). Here, you'll find several options under Sort By and Sort Order.


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Updated: 6 months ago
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