Editing Saved Responses (section)

== Step-by-Step Instructions ==

Creating and managing Saved Responses involves a few distinct steps. Below are detailed instructions on how to create categories for your Saved Responses and how to create an actual Saved Response.

=== Creating Saved Response Categories ===

Categories help in organizing your Saved Responses. Here's how to create a Saved Response category:

1. Click on '''Settings''' > '''Email''' > '''Saved Responses''' on the left menu.
2. Click the '''Manage Categories''' button.
3. In the Manage Categories modal window, click the '''Add Category''' button.
4. Type the '''category's name''' into the field provided and click '''Add'''.
5. Finally, click the '''Done''' button.

Once created, these categories will be available for selection when creating a new Saved Response.

=== Creating a Saved Response ===

Follow these steps to create a new Saved Response:

1. Click on '''Settings''' > '''Email''' > '''Saved Responses''' on the left menu.
2. Click the '''Add a Saved Response''' button.
3. A modal window will appear; provide the '''name of the Response''' in the field provided.
4. Click the '''Category''' dropdown and select a category from the list.
5. Click the '''Next''' button.
6. Within the Saved Response composer, type a subject line and message.
7. Utilize the formatting options ('''bold''', '''italics''', '''strikethrough''') available on the lower left of the composer. To add bullet points, insert a link, remove a link, or change from HTML to plain text, click the three dots located on the right side of the styling options.
8. For personalization, type the percentage symbol (%) into the body of the message. A menu will show you the fields you can insert. Note that personalization tags for deal fields are available only for users on the '''Plus''', '''Professional''', or '''Enterprise''' plans. After selecting a field, a blue placeholder will appear in your message.
9. When finished, click the '''Add''' button in the '''Add New Saved Response''' modal.

Once saved, the new response is available for use in your 1:1 emails and conversations.

=== Use AI in Your Saved Response ===

If you have connected emails, you can enhance your Saved Responses using AI:

1. Click on '''Settings''' > '''Email''' > '''Saved Responses''' or navigate through '''Deals''' > '''Saved Responses'''.
2. Click the '''Add a Saved Response''' button.
3. Select the AI icon at the bottom right.
4. Enter your prompt in the modal field (e.g., “A thank you for following up and telling them I’ll reach out to them”). Being specific yields better results.
5. Click the '''Submit''' button.
6. Review the suggested text. You can click the green check mark to add it or the red "X" to discard it.
7. If the suggestion needs tweaking, use the circle arrow icon to retry or use the ''Ask AI to change it'' field to alter the length or tone, giving specific instructions such as "Make it funny."