Keyboard Shortcuts and Insta Actions
Richpanel offers powerful keyboard shortcuts and Insta Actions to help you perform tasks faster and streamline your workflow. This guide explains how to use these shortcuts and actions for improved efficiency.
Keyboard Shortcuts
- Send a Message: Press Ctrl + Enter (Windows) or Cmd + Return (Mac) to send a message instantly.
- Send and Close Ticket: Press Ctrl + Shift + Enter (Windows) or Cmd + Shift + Return (Mac) to send a message and close the ticket in one step.
Using Insta Actions
- Access Shortcut Menu: Type / (forward slash) to open the shortcut menu.
- Perform Actions
- Use the up and down arrow keys to navigate through the options.
- Press Enter to select and execute the desired action.
- Available Insta Actions
- Assign: Assign the conversation to yourself, another agent, or a team.
- Priority: Adjust the priority of the conversation (High or Low).
- Tags: Add or remove tags to categorize the conversation.
- Last Order: Perform actions on the customer’s last order, such as canceling or issuing refunds.
- HTTP Targets: Send data to external applications via HTTP integrations.
- Close: Close the ticket or conversation after completing the actions.
- Send Survey: Trigger a customer satisfaction survey after the conversation ends.
By using these shortcuts and Insta Actions, you can manage tickets more efficiently and save valuable time during customer interactions.