Overview
Teams often need to ask clients the same follow-up questions repeatedly, such as:
What is this transaction for?
What is the name of the payee?
Please share a receipt for this transaction.
Typing these questions manually every time is time-consuming and inconsistent. Snippets solve this problem by allowing you to reuse short, predefined questions instantly.
How to Use Snippets
Start asking a new question to a client.
Below the question input area, you will see the Snippets section.
Select the relevant snippet.
The selected snippet will automatically populate the question field.
You can then send the question as-is or make minor edits if needed.
How to Add a New Snippet
Navigate to the Snippets section while asking a question.
Click the + Add button.
Enter the text you want to save as a snippet.
Save the snippet for future use.
Once added, the snippet will be available for selection whenever you ask a new question.
Managing Snippets in One Place
You can view and manage all created snippets in one place and also create new, ready‑to‑use snippets for future use.
Steps to Create a Snippet Template
Visit the Templates section.
Open the Snippets tab.
Add:
The snippet text
A shortcut text
