Creating Content Responses

Quick links in this article:

With Gnatta Content Responses, you can build a library of pre-approved content to present to your agents as they’re handling interactions - no more Word Docs, no more notepads. These are dynamic, baked-in response templates for your agents right inside the interaction. In this article, we’ll explore how to create those responses and set up your library.

Before Content: Placeholders

Whilst you could dive in straightaway and begin drafting your first content response, we’d recommend first building a few useful placeholders to use in your content responses if you haven’t already. Common examples include Customer Name, Customer Email or Order Number. To get to placeholders, you’ll need to navigate to Configuration > Advanced > Content Responses > Placeholders in the Classic Content editor.

Open

Create placeholders for your content via Configuration > Advanced

Open

Placeholders appear as tags in the content response

Getting started

Assuming you’ve created a bank of useful placeholders already, it’s time to create your first content response! For this example, we want to display the following response, but only when the channel is Email AND the reason for contact is Tracking.

Hi there [name],

Thanks so much for getting in touch today. I’m sorry to hear you’re experiencing delays with your order. Before I can investigate, please can you confirm the delivery postcode?

Thanks.

To get started, navigate to Configuration > Content Responses and click Create.

First, you’ll need to give your content a name. We’re going to call ours Confirm Postcode. We’re also going to add a label for ‘Email’ - to help us keep all of our email content responses grouped together.

Once you’ve added your name and label, you need to decide how and when to display your content response to agents. There are two display settings for content - Always Show and Conditional. For our example, we’re going to select the display setting Conditional.

Building a condition

When we select Conditional, we’ll be offered the condition builder. Let’s click into that and start building our display condition! To recap, we want to display our example response only when the Channel is email AND the Reason is Tracking.

Open the condition builder, then click + Add to begin the first condition. Because we want to hinge our decision on contextual data (in this case, the current conversation channel), we need to open the Explore menu to access the contextual data library.

Our first condition is when Channel is email - so we’re going to open the Suggested category and select Channel [Conversation.Channel]. We’re going to set the operation as Equals, and then the value to email.

And that’s our first condition set! The next condition we wanted was AND the Reason is Tracking. So, let’s go ahead and click + Add to add a second condition in there. We’re going to switch the toggle to AND then head into the Explore menu again.

This time, we want to check the value of a custom data field on the interaction (Reason for Contact) to see if the current value is Tracking. Custom data fields are stored under Interaction Data [Interaction.Data] - so let’s select that. This will open up all of the custom data fields created on your Gnatta domain - scan through to find the right one, and click on it.

As before, we can then set the operation to Equals and then select our value - this time from a list matching the dropdown options in our custom data fields! We’re going to pick Tracking from the list.

With that done, the conditions are complete and we can hit Save on them.

Final steps

Now that the conditions are saved, we can type in our chosen slash command. We’re going to keep it straightforward and use ‘confirm’, because this response is aiming to confirm the delivery postcode. Slash commands should be intuitive to help your agents remember them!

We can now add our actual content response to the message editor! Here, we’re going to swap out our [name] for a true placeholder. This will flag to the agent that they need to make an edit before they hit send.

To do that, click Placeholder in the toolbar and select one of your preconfigured placeholder options.

We don’t have any attachments for this response - but if we did, they could be added by clicking the upload icon.

Finally, we can make some extra changes to how and when this content is presented to agents to limit overuse by switching the toggles under Advanced. For example, you may want to toggle on Once Per Conversation to ensure the same response isn’t offered to an agent again if its already been sent. We’re going to leave ours as they are, and hit Save.

That’s it - the content response is live and ready to use! Note that new content can take up to 10 minutes to appear due to browser caching.

Importing your library

If you’re importing content responses from another system, or would like to bulk create them, you’ll need to set up a CSV file - just like this one:

To import a CSV, click the three-dot menu in your content library, and select Import. In the modal, toggle the extra columns as required, and then add your file. Be sure to label headings as shown if you’re choosing to include headers.

Once the file is imported, your responses will be in your library and ready to look at - all content responses imported will be disabled by default. You’ll need to enable them once you’ve checked them over and added any relevant conditions.

Each import will be tagged with a label matching the current data - select it from the Labels filter to view associated content.