Prepared Statements lets you create, save, and edit replies that you might need more than once, to help respond to incoming Inquiries with re-usable answers. If you often have similar incoming Inquiries, this can be a timesaver.
Creating Statements
To create a prepared Statement
Go to the sidebar, and select Statements. This takes you to the Statements overview.
In the overview, select Add Statement in the top right corner to add a statement
- Fill out the New Statement form:
- Subject
- Language access
- Description - The description helps identify what is in the statement, and should not be longer than one sentence.
- Message - Fill the prepared statement. This will be inserted into the Inquiry message field. When hovering over the message field an AI buttons also appears, to help draft a statement.
- Adding tags to help organize Statements by subject matter.
- Once ready, select Save to confirm the changes.
- Save as Draft - Save the statement as draft if it may need some extra attention from yourself or a colleague
- Save as Published - Save it as Published if it's ready to be used in Inquiry answers.
Using Statements when replying to an Inquiry
To use a Statement to answer an Inquiry:
- Select an Inquiry from the Inquiry overview which requires an answer.
- In the message box, select 'Statement' and search or select the templated answer you wish to use to answer the Inquiry. The Statement will now appear in the Message box.
Make any necessary edits to the text and update the Inquiry status to send the message.