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Create or modify a response template

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Create or modify a response template

Create or modify a response template (formerly known as a templated snippet) to define a reusable message that can be copied to case or task forms or used in Agent Chat sessions to provide quick and consistent messages to users.

Before you begin

Role required: sn_templated_snip.template_snippet_writer

About this task

Each response template is associated with a table that is an extension of the Task [task] table or, if using Agent Workspace, the Interaction [interaction] table. The template can be configured to include variables pulled from that table. You can also use a condition builder to specify the conditions that a case must meet for the template to be available for use, such as for a specific HR service or for chat. For chat response templates, you specify a short name (shortcut) that is used with the slash command as a quick way to present the response message to a user.

Procedure

  1. Navigate to System Definition > Response template configuration.
  2. Click New or open a record.
  3. Fill in the fields on the form.
    Table 1. Response template form
    Field Description
    Name Name of the response template.
    Short Name Short description that identifies the response template when using chat in Agent Workspace.

    The short name is used with a quick command (/) to show the text from the template body of the response template while in chat. This feature provides a fast and consistent way to populate text while in chat.

    For example, the short name gm identifies the chat response template for a Good Morning greeting. Enter /gm in a chat window to show the text from this response template.
    Table Name of the table that the response template is associated with.
    Note: If you are creating a response template for Agent Workspace chat, the associated table is the Interaction [interaction] table. For other response templates, the table must be an extension of the Task [task] table.
    Condition Conditions under which the response template is made available for use.
    Note: The conditions available depend on the table you select. For chat response templates, specify the condition: [Type] [is] [Chat]
    Application The application that created the response template.
    Group visibility Indicates what groups have access to the response template.

    Adding groups filters who can view the response template.

    Note: Leaving this field blank makes the response template available to all groups.
    Template body Text of the response template.
    Note: Rich text is not supported with response templates.
    Select variables Variables that can be added to the template body.
    Note: The variables available depend on the table you select.

    The following GIF shows an example of an HR manager in the HR Service Delivery application creating a response template to escalate payroll discrepancy cases. The template is associated with the HR Payroll Case [sn_hr_core_case_payroll] table, and a condition is set to filter on cases that match the Payroll Discrepancy HR service. The template text is pasted into the body, and then a variable for the subject person is added to the salutation.

    Example of how you can create a response template with conditions and variables.
  4. Click Submit or Update.

What to do next

You can copy response template content to any field on a form that meets the specified conditions.

The following GIF shows an example of an HR case writer in the HR Service Delivery application opening a payroll discrepancy case and copying a payroll discrepancy escalation template to the comments field in the HR case form for the employee to read.

Example of how you can copy response template content to a field on a case form.
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