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  • Windmillsoft Help
  • Windmillsoft Home
  • simplychat
    • Release Note
      • Ver 2.12.0.1
      • Ver 2.11.0.3
      • Ver 2.10.0.1
      • Ver 2.9.0.1
      • Ver 2.8.0.3
      • Ver 2.7.0.1
      • Ver 2.6.0.1
      • Ver 2.0.4.1
    • Installation and basic setup guide
      • How to install SimplyChat package
      • Messenger Setting
        • KakaoTalk
          • Invite Manager
          • Switch to Biz Apps and Connect to Business Channels
          • Application Settings - Login
          • Application Settings – Add/Block KakaoTalk Channels
          • Request for Kakao Sync
      • Salesforce Setting
        • Custom Settings
        • Business Hours
        • Permission Set
        • SimplyChat Login
        • Picklist Value Sets
        • Create Messanger and Channel Record
        • Create AutoResponse
          • Create a record with an import
          • File Form in CSV Format
        • Create Content Link Record
        • Quick Text
        • Omni-Channel
          • Routing Configurations
          • Queues
          • Service Channels
          • Presence Statuses and Presence Configurations
          • Flows
        • Create Service Console App
        • Add to Chat Screen Component Records page
    • Salesforce setup guides
      • Setting Up Auto-Response
        • Auto-Response Setup Guide
        • Setting up auto-response in Salesforce
          • Scenario Example
          • Greeting Configuration
          • Closing message
          • Setting up "Start New Consultation" / "Continue Consultation" configurations
          • Messages for outside of business hours and lunchtime periods
          • Setting up auto-response for outside of business hours
          • Authentication
          • Link redirection upon button click
          • Connecting to a consultant when the button is clicked
            • Displaying the queue status
          • Setting up for "First" or "Previous"
          • Setting Up More Than 5 Buttons
        • Using Excel to Set Up Auto-Responses
      • Automatic shutdown feature
        • Automatic Shutdown Target Setting
        • Automatic shutdown time setting
        • Automatic Shutdown Auto-Response Setting
        • Register automatic shutdown time
        • Limitation of automatic shutdown function
        • Check if automatic shutdown is enabled
      • Set up multiple channels
      • Continue consultation without holidays
      • Set the closed chat settings for each session
      • Check the last response time of the agent.
      • Fetch public holidays
    • Troubleshooting
      • SimplyChat Login
        • "Access Denied" appears.
        • Violation of PRIMARY KEY constraint 'PK_Organization'. Cannot insert duplicate key in object ..
        • Clicking the "Click here to Connect" button does not elicit any response.
      • Auto-Response Settings
        • The link isn't appearing on KakaoTalk
        • The buttons at the next depth level are not responding when clicked.
        • It doesn't revert to the initial auto-response even if you type anything
      • Omni Channel
        • How do you restart a completed consultation?
        • What are the criteria for entering Omni-channel?
        • I completed the Omni-channel setup, but the status only shows as offline.
        • I came to enable Service Presence Status Access, but there's nothing here.
        • There are incoming consultation requests while online, but they are not being routed.
        • I've completed the setup with Status-based configuration, but consultation requests are not routing.
  • simplymessage
    • Installation
    • Implementation
    • Troubleshooting
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On this page
  • Enable Quick Text
  • Setting Quick Text Permissions
  • Add Quick Text Channel
  • Create Quick Text Categories
  • Create Quick Text record
  • Use of Quick Text

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  1. simplychat
  2. Installation and basic setup guide
  3. Salesforce Setting

Quick Text

Save frequently used phrases for faster chat.

PreviousCreate Content Link RecordNextOmni-Channel

Last updated 1 month ago

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Enable Quick Text

If quick text is already active, you can skip this process.

  • > [Setup] > Quick Find > [Quick Text Settings] > [Enable Quick Text] > [Save]

Setting Quick Text Permissions

If quick text is already active, you can skip this process.

  • Change to Quick Text [Default On] > [Save]

Add Quick Text Channel

  • [Fields & Relationships] > [Channel]

  • Click New > Enter channel name > [Save]

  • Click Edit newly added value > Enter channel key in API name > [Save]

Create Quick Text Categories

  • [Fields & Relationships] > [Category]

  • [Category Picklist Values] > [New]

  • Input the category values separated by pressing Enter, and then click Save.

Create Quick Text record

  • Enter field values such as messages, channels to connect to, and so on > Click Save

Use of Quick Text

  • The generated quick text is available through the [Quick Text] button on the Chat screen of the Chat Session.

  • You can use Insert Merge Field to dynamically set up messages in quick text.

  • Point to each title in the red box area with your mouse to view the text.

  • If your mouse is in the left text area, the content remains shown. Moving the cursor outside the red box will keep the text visible for 3 seconds.

> [Setup] > Quick Find > [Profiles] > Edit for the profile of a user who will use the Quick Text feature in SimpleChat

> [Setup] > [Object Manager] > Quick Find > [Quick Text]

[App Launcher] > Enter 'Simply Chat' > [Quick Text] > [New Quick Text]