Supervisors only
A message template is a snippet of text that DTA users can quickly insert into their email, SMS, web chat, and social media messages to save time and effort when interacting with contacts.
Creating a message template category allows you and other supervisors to restrict the visibility of templates to particular agents. This entails assigning agent groups to a message template category as instructed in this topic. When you or another supervisor then creates a message template and assigns the message template category to it, then only agents who are in the agent groups assigned to the template's category will be allowed to use that template.
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Message template (T) |
Message template category |
Agent Group 1 Agent Group 2 Agent Group 3 |
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Assigned to |
Assigned to |
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Only agents in these three agent groups will be allowed to use the message template T. |
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Note: message templates created by agents (and not supervisors) are available to all agents in the organisation.
This topic also covers the following related tasks:
Edit a Message Template Category
Delete a Message Template Category
Procedure
You can use the Search agent groups field to filter a long list of agent groups.
Note: your administrator may have assigned particular agent groups for you to manage. If none of those agent groups are assigned to a template category, then that category is not displayed in the list of categories.
Related Tasks
You can change the name of a message template category or change the agent groups assigned to a category.