Create and use reply templates

Reply templates are shared canned responses every agent can insert into a ticket in one click, with the customer’s name and the ticket number filled in automatically. This covers creating them in Settings and using them in a live ticket.

Create a template

  1. Open Settings (the gear icon) → Tickets → Templates. Any agent can open this tab — not just admins or owners — and every agent shares the same set of templates.
  2. Click New template.
  3. Fill in Title (a short name so you can find it later) and Message (the canned response text).
  4. Use the placeholders {{firstName}} and {{ticketNumber}} anywhere in the message. Essential Support fills them in with the customer’s first name and the ticket number when you insert the template into a real ticket.
  5. Click Save, or Cancel to discard the draft.

Edit, delete, and find templates

Use a template in a ticket

  1. Open any ticket. In the composer, click + Template — it’s available whether Reply or Note is selected.
  2. Pick a template from the picker that opens. It inserts the template’s text wherever your cursor is in the message box, with {{firstName}} and {{ticketNumber}} already filled in for this specific ticket.
  3. Edit the inserted text as needed before sending — inserting a template never sends or saves anything by itself; it’s still just a draft in the composer until you click Send or Save.