Getting Started Guide ~10 min read

Respond Faster with Replies

Converge Converge Team

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

Before we dive in, let's quickly understand what you're working with. Replies combines three powerful tools that work together to make your team faster and more consistent:

Quick Replies

Pre-written message templates your team can insert with one click. Perfect for FAQs, policies, and common responses.

Auto Replies

Automated messages sent when customers first reach out. Great for instant acknowledgment and setting expectations.

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: You now understand the three components of Replies. Click the Replies icon in the sidebar to see all three tabs.

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.

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 Quick Reply"

    A dialog opens with a title field and a rich text editor.

  3. 3
    Give it a clear title

    This is what your team sees when selecting replies. Be specific: "Shipping Policy" is better than "Policy Info".

  4. 4
    Write your message

    Use the rich text editor to add bold, italic, or other formatting. Keep it conversational—this isn't a legal document.

  5. 5
    Add a personal touch with variables

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

  6. 6
    Optionally attach a file

    Need to include a PDF, image, or video? Click "Add Attachment" to select from your company assets.

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 in the list. You can expand it to preview the content and see who created it.

Using Quick Replies in Conversations

Creating replies is only half the story. The real magic happens when you're in a conversation and can respond in seconds instead of minutes.

The quick replies bar

When you open any conversation, look above the message input field. You'll see a horizontal scrollable bar showing all your Quick Reply titles. This is your command center for fast responses.

1
Find the right reply

Scroll through the bar or look for the title that matches what you need.

2
Click to insert

One click and the entire reply content appears in your message input, with any attachments ready to send.

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 automatically replaced with real customer data.

Pro Tip: The most-used replies naturally rise to the top of your muscle memory. After a week, you'll be inserting templates without even thinking about it.
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 both questions instantly—before your team even sees the conversation.

Two types of auto replies

Default Replies

Sent when customers first reach out. Choose when to send:

  • Always — Every new conversation
  • Working hours only — During business hours
  • Disabled — Never send

Offline Replies

Sent outside your working hours. Options:

  • Offline hours — When team is away
  • Disabled — Never send

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

    Use the dropdown to select when default replies should send (Always, Working Hours, or Disabled).

  3. 3
    Add a variant

    Click "Add Variant" and write your greeting message. Keep it warm and set expectations: "Hi! We typically respond within 10 minutes."

A/B testing your messages

Not sure which greeting works best? Create multiple variants and let the data decide. Each new customer randomly receives one variant, and you can track:

  • Sent count — How many times each variant was used
  • Thumbs up/down — Customer satisfaction feedback (widget only)
  • Composite score — Overall effectiveness rating

When you find a winner, click the trophy icon to use that variant exclusively. You can always reset stats and start fresh.

Channel-specific control

Different platforms have different expectations. Toggle auto replies on or off for each channel independently—maybe you want them on WhatsApp but not on Telegram.

The Auto Replies tab showing the variant list with A/B testing metrics, channel toggles, and mode dropdown
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: When a new customer messages you, they'll receive your auto reply within seconds. Check the conversation to see it marked with the robot emoji.

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.email}}[email protected]
{{customer.platform}}WhatsApp
{{employee.first_name}}Alex
{{company.name}}Acme Inc
{{company.current_time}}2:30 PM

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
    Set a key, label, and value

    Key: support_email → Use 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.

Always personalize the opening

Start every reply with {{customer.first_name}}. It takes one second and makes the message feel human.

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.