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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Insert a quick message from the full email composer

Insert predefined content into email messages from the full email composer.

Before you begin

Role required: email_composer

Procedure

  1. Open a Workspace record in your instance.

  2. Open the Compose Email page by selecting the More actions icon (

Image omitted: x-more-actions-icon.png
More actions icon\) and **Compose Email**.
  1. Apply a quick message from the Agent Assist panel.

    1. From the Agent Assist panel, select the Quick Messages icon (
Image omitted: quick-messages-icon-new.png
Quick message icon\).
    A list of quick messages opens in the Agent Assist panel.
Image omitted: xs2-quick-messages-tab.png
Quick Messages list
    **Note:** Find the quick messages you need by using the search bar in the Quick Messages list.

2.  Add a quick message without viewing its full contents by selecting the Insert icon \(
Image omitted: xs2-insert-message-icon.png
Insert icon\).
3.  Add a quick message after viewing its full contents by selecting a message from the list and selecting **Insert**.
  1. Apply a quick message from the email footer.

    1. From the email footer, select the Apply templates icon (
Image omitted: x-apply-templates-icon.png
Apply templates icon\).
    A modal opens with different types of templates.
Image omitted: xs2-email-templates-tab.png
Apply templates modal
2.  Select the **Quick messages** tab.

3.  Select a quick message from the list.

    **Note:** Find the quick message you need by using the search bar in the Quick messages tab.

4.  Add the template to your email by selecting **Insert**.