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Setting Up Predefined Responses for Chat

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Table of Contents

Creating Predefined Responses for Chat Creating a Quick Responsebook Adding a Message to a Quick Responsebook

You can reduce the time that agents need to respond to chat messages by storing common responses that can be sent to customers as quick responses (predefined responses). These predefined responses ensure that the messages sent by the agents are consistent and adhere to your business standards. A group of predefined responses (messages) is known as a Quick Responsebook.

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  • An agent can modify a quick response to make the response more personalized for the conversation.
  • The first image below displays a list of Quick Responsebooks; the second image below displays a list of quick responses in a Quick Responsebook.


Creating Predefined Responses for Chat

Setting up predefined responses for Chat involves creating a Quick Responsebook and adding messages to the Quick Responsebook.

Creating a Quick Responsebook

To create a Quick Responsebook:

  1. Log in to the LiveVox Portal (LVP).
  2. On the Configure tab, click Agents > Quick Responsebook.
    The Quick Responsebook window appears.
  3. Click Add.
    The Add Quick Responsebook window appears.
  4. In the Name field, enter a name to identify the Quick Responsebook throughout LVP.
  5. Optional: In the Description field, enter a description of the Quick Responsebook.
  6. Click Save.

After you create a Quick Responsebook, add messages to the book.

Adding a Message to a Quick Responsebook

To add a message to a Quick Responsebook:

  1. On the Configure tab of LVP, click Agents > Quick Responsebook.
    The Quick Responsebook window appears.
  2. Double-click the row displaying the Quick Responsebook.
    The Edit Quick Responsebook window appears.
  3. On the Quick Responses tab, click Add.
    The Edit Response window appears.
  4. Specify values in the following fields:
    • Name: Name to identify the message (for example, Greeting) on LVP.
    • Text: Message to be displayed to the customer (for example, How may I help you?).
    • Shortcut: Keyword associated with the message (for example, hello). This keyword is displayed to the agent.
    • Is the message active: Status of the message. If you want the message to be available on an Agent Desktop, select the Is the message active checkbox.
  5. Click Save.
    The message is added to the Quick Responsebook, and it appears on the Quick Responses tab. 
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You can associate a client or an Agent Desktop with a Quick Responsebook. The messages from a Quick Responsebook associated with a client are available to all agents. The messages from a Quick Responsebook associated with an Agent Desktop are available only to the agents using that Agent Desktop.

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About SmartReach

SmartReach a next-generation contact center platform that powers more than 14 billion interactions a year. By seamlessly integrating omnichannel communications, CRM, AI, and WFO capabilities, the Company’s technology delivers an exceptional agent and customer experience while reducing compliance risk. With 20 years of cloud experience and expertise, LiveVox’s CCaaS 2.0 platform is at the forefront of cloud contact center innovation.



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