Getting Started Guide ~10 min read

Respond Faster with Replies

Converge Converge Team
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Your customers expect quick, personalized responses. Replies helps you deliver both—without typing the same message twice. In the next 10 minutes, you'll learn how to create templates, automate greetings, and personalize every message with dynamic variables.

Understanding Your Reply Toolkit

The Replies page has three tabs, and they do different jobs:

Quick Replies

Pre-written message templates your team can insert with one click. Organized into groups, up to 10 of them. Good for FAQs, policies, and common responses.

Auto Replies

Two acknowledgments: one sent during working hours when a conversation goes to a human, one sent outside them. They set expectations, they don't answer questions.

Variables

Dynamic placeholders like {{customer.first_name}} that automatically fill in with real customer data.

Who can do what? All team members can create and use Quick Replies. Auto Replies and custom Variables require Admin or Owner access.

Success Check: Click the Replies icon in the sidebar. You land on Quick Replies, with Auto Replies and Variables next to it.

Creating Your First Quick Reply

Quick Replies are the foundation of efficient support. Instead of typing "Thanks for reaching out! Let me look into that for you..." a hundred times a day, you create it once and use it forever.

Start with a group

Every quick reply lives in a group, so the Add Reply button stays greyed out until you have one. Click Add Group at the bottom of the list, type a name like "Sales" or "Billing", and confirm with the check. You can have up to 10 groups, rename or reorder them from the gear icon on the group header, and delete one once it's empty.

Building a template that works

  1. 1
    Open Replies

    Click the Replies icon in the sidebar (the speech bubble icon). You'll land on the Quick Replies tab.

  2. 2
    Click "Add Reply"

    Top right of the tab. The Create Quick Reply dialog opens.

  3. 3
    Give it a clear title

    This is what your team sees when selecting replies, and it's capped at 100 characters. Be specific: "Shipping Policy" is better than "Policy Info".

  4. 4
    Pick the group

    The Select group dropdown defaults to your first group. Whichever you choose is how agents will find this reply mid-conversation.

  5. 5
    Write your message

    The editor has bold, italic, underline, strikethrough, code and emoji, plus an Edit / Preview toggle. Up to 2,000 characters. Keep it conversational—this isn't a legal document.

  6. 6
    Add a personal touch with variables

    Click the Variables button above the editor and insert {{customer.first_name}} at the start. Now every reply feels personal.

  7. 7
    Optionally attach one file

    Click Add next to Attachments to pick a file from your library, upload a new one, or drop in a location pin. One attachment per reply.

Pro Tip: Start your most-used replies with a greeting variable. "Hi {{customer.first_name}}," feels personal even when it's templated.
Success Check: Your new Quick Reply appears under its group. Expand the row to preview the content, see who created it, and edit or delete it.

Using Quick Replies in Conversations

Creating replies is only half the story. The payoff comes mid-conversation, when a two-paragraph answer is one click away.

The quick replies bar

When you open any conversation, look directly above the message input. You'll see one pill per group, each with the number of replies it holds. Groups with no replies in them are hidden.

1
Open the group

Click a pill and its replies list opens above the composer—as a popover on desktop, a bottom sheet on mobile.

2
Click to insert

One click and the reply fills your message input, with its attachment already staged. A paperclip next to the title tells you which replies carry one.

3
Customize if needed

Add a sentence, tweak the wording, or remove something that doesn't apply. The template is your starting point, not a straitjacket.

4
Send

Hit Enter or click Send. Variables are replaced with real customer data as the message goes out.

Pro Tip: Inserting a reply replaces whatever is already in the composer, so pick the template first and edit it after. When AI suggestions are on and the AI spots a matching quick reply, its group pill is outlined and opened for you.
Success Check: You've sent a message using a Quick Reply. The customer received a personalized response, and you saved 30 seconds.

Setting Up Auto Replies

Admin / Owner Only

When a customer messages you, they're wondering: "Did they get my message? How long until someone responds?" Auto replies answer that in seconds. They acknowledge—the actual answering is the AI first responder's job, or a human's.

Two types of auto replies

Handoff Acknowledgment Messages

Tell the customer a human is picking this up. The dropdown offers:

  • • Send during working hours
  • • Disabled — Never send

Away Messages

Set response expectations when the team is offline:

  • • Send outside working hours
  • • Disabled — Never send

Which one fires depends on your company working hours, set under Manage. A customer gets at most one auto reply, ever—repeat conversations don't re-trigger it. And on channels where the AI first responder is answering, the AI handles the opening instead, so no auto reply is sent.

Creating your first auto reply

  1. 1
    Go to the Auto Replies tab

    Click the Replies icon in the sidebar, then select the "Auto Replies" tab.

  2. 2
    Choose your mode

    Each section has its own dropdown. Leave it on the "Send…" option to switch that message on, or set it to Disabled.

  3. 3
    Add a variant

    Click "Add Variant", name it ("Friendly", "Short"), and write the message. Set expectations: "Hi! Someone from the team is on this—expect a reply within 10 minutes." Variables work here too.

A/B testing your messages

Not sure which wording works best? Create several variants per section and let the data decide. Each customer gets one at random, and the table tracks:

  • Sent count — How many times each variant was used
  • Thumbs up/down — Customer feedback, collected on every channel that can render buttons or reactions
  • Score — Helpfulness, resolution rate and engagement combined into one percentage

The Scoring Weights box at the bottom of the tab decides how much each of those three counts toward the score. It ships weighted 0.40 helpfulness, 0.50 resolution, 0.10 engagement. Figures cover the last 90 days.

When you find a winner, click the trophy icon: that variant stays active and the rest are switched off. The counter-clockwise arrow resets one variant's stats, and the Active switch takes a variant out of rotation without deleting it.

Channels and surveys

Enabled Channels lists every messaging channel auto replies can go out on—click one to toggle it off. Your own mailbox and X aren't in the list. Below the variants, Disable Survey on Auto-Replies stops CSAT surveys from riding along with these automated messages.

The Auto Replies tab with handoff acknowledgment and away message variants, their A/B metrics, the enabled channels row and the scoring weights
Pro Tip: Auto replies are prefixed with 🤖 so customers know it's automated. This sets honest expectations and makes human follow-up feel more personal.
Success Check: A new customer message gets your auto reply about two seconds later, marked with the robot emoji in the conversation.

Mastering Variables

Variables are what transform generic templates into personalized conversations. Instead of "Dear Customer," you write "Hi Sarah." Instead of "our support email," you write the actual email. Here's everything you can use:

Built-in variables

Variable Output Example
{{customer.first_name}}Sarah
{{customer.full_name}}Sarah Chen
{{customer.display_name}}Sarah C.
{{customer.email}}[email protected]
{{customer.phone}}+1234567890
{{customer.country}}United States
{{customer.city}}New York
{{customer.language}}en
{{customer.platform}}telegram
{{employee.first_name}}Alex
{{employee.last_name}}Rivera
{{employee.full_name}}Alex Rivera
{{employee.email}}[email protected]
{{company.name}}Acme Inc
{{company.timezone}}America/New_York
{{company.current_time}}2:30 PM
{{company.current_date}}Dec 20, 2025

Every card on the Variables tab has a copy button, so you can grab the exact syntax instead of retyping it. A variable with nothing behind it resolves to empty text—a contact with no name turns "Hi {{customer.first_name}}," into "Hi ,". Use the display name or a plain greeting when you can't be sure the field is filled.

Creating custom variables Admin / Owner Only

Need to reference your support email, business hours, or return policy URL in multiple replies? Create a custom variable once, use it everywhere.

  1. 1
    Go to the Variables tab
  2. 2
    Click "Add Variable"
  3. 3
    Fill in Variable Key, Display Label and Value

    Keys take letters, numbers and underscores only. Key support_emailuse as {{custom.support_email}}

Now when your support email changes, update it in one place and every reply using that variable updates automatically.

Success Check: You understand how to use built-in variables and can create custom ones for company-specific information.

Best Practices & Tips

Name replies descriptively

"Return Policy - 30 Day Window" is findable. "Policy" is not. Your future self will thank you.

Name groups the way agents think

The group pill is the first thing an agent picks mid-conversation, so name them by situation—Billing, Shipping, Refunds—not by department. Ten groups is the ceiling, so merge before you split.

Personalize the opening, with a fallback in mind

Starting with {{customer.first_name}} makes a template feel human. On channels that hand you no name, it renders as nothing—so keep the sentence readable without it. {{customer.display_name}} is the safer greeting: it falls back to the full name.

Keep auto replies short

Auto replies acknowledge receipt and set expectations. Save the detailed help for when a human takes over.

Test at least 2-3 auto reply variants

You might be surprised which tone resonates. Casual vs. formal, short vs. detailed—let the data decide.

Use custom variables for anything that might change

Promotion dates, pricing, policy links—if it might change, make it a variable. Update once, update everywhere.

What's Next?

You've set up your reply toolkit. Here are some related features to explore:

  • Tags — Organize customers to know which replies to use
  • Assets — Upload files to attach to your quick replies

Need more help?

Our support team is here for you. Click the chat widget in the bottom right corner to start a conversation.

We typically respond within minutes during business hours.