WEBVTT

1
00:00:00.302 --> 00:00:05.890
Create a predefined support reply in Pixie CRM
From Setup and Support

2
00:00:06.137 --> 00:00:11.671
open Predefined Replies then choose New
Predefined Reply Saved replies

3
00:00:11.684 --> 00:00:15.239
provide reusable wording that your team can
review before responding

4
00:00:15.252 --> 00:00:16.020
to a customer

5
00:00:18.134 --> 00:00:22.498
Enter Website brief acknowledgement marked as
Training Choose a

6
00:00:22.511 --> 00:00:25.870
clear name so the support team can recognise when
this wording is

7
00:00:25.883 --> 00:00:30.623
appropriate The name identifies the saved reply
rather than a customer

8
00:00:30.636 --> 00:00:31.899
or support department

9
00:00:34.033 --> 00:00:38.085
Write the acknowledgement in the message editor
This example thanks

10
00:00:38.098 --> 00:00:41.170
the customer for a website brief and explains
that the team will

11
00:00:41.184 --> 00:00:45.585
review the information Check every saved reply
for accuracy and

12
00:00:45.598 --> 00:00:48.280
adapt it to the individual request before use

13
00:00:50.794 --> 00:00:55.549
Choose Save The saved editor retains the reply
name and message

14
00:00:56.447 --> 00:01:00.523
Saving a predefined reply stores reusable text it
does not send

15
00:01:00.536 --> 00:01:04.169
a message create a ticket or confirm that a
customer has received

16
00:01:04.182 --> 00:01:04.950
a response

17
00:01:07.068 --> 00:01:11.706
Return to Predefined Replies and open the saved
name Verify the

18
00:01:11.719 --> 00:01:15.325
retained title and message before using the reply
in a real support

19
00:01:15.338 --> 00:01:19.987
conversation This tutorial prepares the wording
only and sends no

20
00:01:20.000 --> 00:01:21.380
customer communication