Save time with saved replies
Type “/” in a thread to insert a ready-made reply.
Role : EveryoneDuration : 3 minOn : Web, Mac, iPhone
Before you start
- Your Callizy account. Saved replies are in every plan.
- To create, edit or delete a reply: be a manager on the account.
Step by step
6 steps, about 3 min- 1
Open a conversation
10 sIn the Inbox, open the client’s conversation. Below the thread, Text is selected.
Open this screen in Callizy - 2
Type “/”
10 sIn the empty field, type a slash, “/”. Your replies open above the field. The Saved replies icon, just left of the field, opens them too.
- 3
Search
10 sKeep typing after the “/”: “/hours” keeps the replies whose title or text contains “hours”. Accents do not matter.
- 4
Pick one
10 sClick the reply, or select it with the arrow keys and Enter. Escape closes the list. The text lands in the field; nothing goes out yet.
- 5
Read it, then send
20 sAdjust a name or a date if needed, then press Enter: the text goes out.
- 6
Manager: create the replies
1 minAt the bottom of the list, click Create a reply, or Manage replies if there are some already. Click New reply. Enter a Title, 80 characters max, and the Text, 1,600 max, then Save. The pencil edits a reply; the trash can deletes it, after Yes, delete.
Key points
- Replies are shared by the whole company: everyone sees the same ones.
- A reply never goes out on its own: you read it, then you send.
- On the web, line breaks in a reply become spaces in the field.
Settings
You can change them at any time, without reconnecting anything.
- On iPhone
- Tap the + left of the field, then Saved reply: a “/” goes into the field and the SAVED REPLIES list opens. Type more to search, then tap the reply.
Not working?
Callizy shows “No saved replies”
- Your company has none yet. A manager creates them with Create a reply, at the bottom of the list.
Callizy shows “No reply found”
- Delete some letters after the “/”, or search for another word from the title or text.
Callizy shows “The reply was not saved”
- The title and the text are both required.
- Check your connection, then click Save again.
The list does not open with “/”
- The “/” must be the first character of an empty field.
- In Internal note, replies are not offered: go back to Text.
Manage replies does not show
- Only managers create and edit replies. Everyone else uses them.
Frequently asked questions
Can a reply include the client’s name?
Do saved replies work in the Android app?
Updated October 29, 2026