How to use shortcuts - Messaging App

How to use shortcuts - Messaging App

What are Shortcuts?

Shortcuts are pre-written messages that can be created and added into the text area quickly and easily. You can create signatures, greeting messages, terms of conditions and more, saving them in YakChat so they’re easily accessible to send to your recipients.

Any shortcut made within the messaging app will be private to the creating user, whereas any shortcut made in the admin portal will be public to the entire company.

How to create a Shortcut

Shortcuts are primarily added in the settings section, but can also be added in whilst on the messaging page on the fly.

Option 1: Creation via Settings

1. Navigate to Settings and select the shortcuts tab.
2. Select Create Shortcut. The New Shortcut window will show up, enter the following
  1. Name
  2. Message
3. Once done, click Save reply


Option 2: Creation via Messaging Area

1. In the messaging area, click the shortcuts button ()
2. Select the settings cog at the top right of the popup and select Create Shortcut
3. The New Shortcut window will show up, enter the following
  1. Name
  2. Message
4. Once done, click Save reply




How to add a Shortcut

There’s two ways to add shortcuts to the messaging area, via the shortcut button, or by using the ‘#’ key.

Option 1: Add Via Shortcut Button

1. In the messaging area, click the shortcuts button ()
2. The Shortcuts window will show up and from there you can search
3. Click the selected shortcut to add it in the messaging area



Option 2: Add Via ‘#" Key

1. In the messaging are type in the # key to start searching for a shortcut
2. The Shortcuts window will show up and from there you can search
3. Click the selected shortcut to add it in the messaging area




How to Edit and Delete Shortcuts

You can edit and delete shortcuts in the settings panel.

1. Navigate to Settings and go to Messaging
2. Locate the shortcut you would like to edit or delete and select the either of the following
  1. Edit ()  - Click the pencil icon to edit and the shortcut window will show up for you to update the shortcut as needed. Click Save reply once done.
  2. Delete () - Click the trash icon to delete. Once clicked a pop up confirmation window will show up and you will need to confirm clicking the Delete shortcut button.