Quick Text
Save frequently used phrases for faster chat.
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.
- > [Setup] > Quick Find > [Profiles] > Edit for the profile of a user who will use the Quick Text feature in SimpleChat
Change to Quick Text [Default On] > [Save]
Add Quick Text Channel
- > [Setup] > [Object Manager] > Quick Find > [Quick Text]
[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
[App Launcher]
> Enter 'Simply Chat' > [Quick Text] > [New Quick Text]
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.
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