If you have not completed section 4, please go back and do so before continuing.
Audience: Workspace administrators
Goal: Fully operational workspace with calling, channels, and reporting live
5
Create templates
Well-written templates help your agents respond consistently and efficiently from day one. Set these up before go-live so agents aren't writing every response from scratch.
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Create an email template
Build reusable email responses for your most common scenarios. This saves agents time immediately and helps keep communication consistent across the team.
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Create chat templates
The same principle applies to chat channels. Set up templates for frequently used responses so agents can work quickly without sacrificing quality.
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