Zurvo
Conversations & Handoff

Create and insert saved replies.

Build a library of prewritten saved replies your team can drop into a conversation with one click, and manage them from the Settings page.

Saved replies are prewritten responses your team can insert into a conversation with one click — perfect for the questions you answer over and over. They keep your team’s answers consistent and fast.

Create a saved reply

Saved replies live in Settings, in the Saved replies section on the Settings page.

  1. Go to Settings and find the Saved replies section.
  2. Enter a Title — this is what your team sees in the picker.
  3. Enter the reply text in the body. Multiple lines are welcome.
  4. Click Add.

Your new reply appears in the list below, with a running count of how many times it’s been used.

Edit or archive

Each saved reply in the list has Edit and Archive actions:

  • Edit loads the reply back into the form so you can update its title or body.
  • Archive takes the reply out of the picker without deleting it. Archived replies stop showing up in the composer dropdown; the ones your team still uses stay front and center.

Insert a saved reply into a conversation

When you’re replying as a human:

  1. In the composer, click Saved replies.
  2. Pick a reply from the dropdown — each shows its title and a short preview.
  3. The reply text drops into the composer. Edit it if you like, then send.

To edit the library itself, open Settings and find the Saved replies section under Human Handoff.

Who can manage the library

Anyone who can reply to conversations can insert an existing saved reply. Creating, editing, and archiving replies is limited to owners, admins, and agents. If you don’t have it, you’ll see a note explaining you can use saved replies but not manage them.

Pair saved replies with internal notes to keep your team aligned as you work a conversation.

The Saved replies section with the title and body form and the list of existing replies.

Frequently asked questions.

Where do I manage saved replies?

In Settings, under the Human Handoff area — look for the 'Saved replies' section. The conversation composer's Saved replies dropdown lets you insert replies as you work.

Who can create or edit saved replies?

Managing the reply library is limited to owners, admins, and agents. Anyone who can reply to conversations can insert an existing saved reply, but only those roles can add, edit, or archive them.

How do I remove a saved reply?

Archive it. Archiving keeps it out of the picker without deleting your history — archived replies stop appearing in the composer dropdown.

Still need help?

Reach out and we'll help you get set up — or start your free trial and see Zurvo on your own site.