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 All > System Definition > Response template configuration.
  2. Select New to create a response template.
    Or, select an existing response template to modify from the list.
  3. Fill in the fields on the form.

    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.

    Response Template

    How you can create a response template with conditions and variables.
  4. Click Submit or Update.
    Channels limit the response template to only the channels you add. If you leave this blank, the response template is available to no channels. This feature allows you to have different messages for chats, emails, or form. For more information, see Create a response template channel.
    The Channels related list appears.

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.

How you can copy response template content to a field on a case form.