Snippets

Snippets are saved message templates you can insert into any conversation with a click. Use them for common responses — meeting links, introductions, follow-ups, or objection handling.

Create a snippet

1. Open Settings → Inbox → Snippets.
2. Click Create Snippet.
3. Enter a name — something descriptive you can search for later (e.g., "Meeting Link", "Not Interested Response", "Product Demo Offer").
4. Write the message body.
5. Choose the scope:
   • Personal — only you can see and use this snippet.
   • Team — everyone in your workspace can use it.
6. Optionally attach files.
7. Click Save.

Use a snippet in a conversation

1. Open a conversation in the inbox.
2. Click the Snippet icon in the message composer (or use the keyboard shortcut).
3. Search for a snippet by name, or browse the list.
4. Click a snippet to insert its text into the composer.
5. Edit the inserted text if needed — add the lead's name, adjust the tone, etc.
6. Send the message.

Snippets insert text, not send it. You always have a chance to review and customize before sending.

Manage snippets

In Settings → Inbox → Snippets:

• Edit — click a snippet to update its content or name.
• Change scope — switch between personal and team visibility.
• Delete — remove a snippet permanently.
• Search — find snippets by name using the search bar.

Tips for effective snippets

• Include placeholders. Write [Name] or [Company] in your snippet text as a reminder to personalize before sending.
• Keep them short. Snippets should save time, not tempt you into sending long messages. 2–3 sentences is ideal.
• Create snippets for objections. When you notice the same pushback repeatedly, write a snippet with your best response.
• Use team snippets for consistency. Ensure everyone on your team handles common scenarios the same way — meeting booking, pricing questions, "not interested" responses.
• Review periodically. Delete or update snippets that reference outdated information, old pricing, or features that have changed.