# 20.Canned responses and templates

# Canned responses and templates

| Item | Details |

|—|—|

| Who it is for | Agents use them; administrators maintain global content |

| Menu location | **Settings → Canned responses**; **Settings → Templates** (WhatsApp, etc.) |

| Plan dependency | Canned response count uses `canned_responses` |

## 1. Canned responses

In the composer type `/` plus a shortcode to insert a common paragraph.

### 1.1 Create

1. **Settings → Canned responses → Add**.

2. **Shortcode**: short alphanumeric word, for example `refund-intro` — unique within the team.

3. **Content**: may include variables (contact name placeholders if the UI supports them).

4. After saving, permitted agents can pull it with `/`.

Good for: greetings, asking for screenshots, business hours, refund document lists. Flows that change status or assignment should use [Macros](./19-macros).

### 1.2 Use

In the conversation editor type `/`, search shortcode or title, select, edit if needed, then send.

## 2. Content templates (WhatsApp, etc.)

**Settings → Templates** covers channel messages that need pre-approval — mainly WhatsApp.

1. Submit the template in Meta and wait until **Approved**.

2. Sync / select it in Chatips.

3. When the conversation is outside the 24-hour window, send the template and fill variables.

4. Campaign broadcasts must also use approved templates. See [Campaigns](./9-campaigns).

Rejected, disabled or wrong variable counts cause send failures. Changing copy requires Meta approval again — you cannot only edit wording inside Chatips.

If other channel “content templates” appear in the same menu, fill media / quick-reply buttons per the on-screen help.

## 3. Frequently asked questions

**`/` shows no list?** No canned responses exist, or focus is not in the conversation composer.

**Shortcode clash?** Use a group prefix, for example `cn-greeting`, `en-greeting`.

**Template is green in Meta but missing in Chatips?** Click sync; confirm the same WABA / same inbox number.

## Related articles

– [Conversation workspace](./3-conversation-workbench)

– [Channels and inboxes](./12-channels-and-inboxes)

– [Macros](./19-macros)