Using Quick Text in Engage
Quick Text lets advisors insert predefined responses for FAQs (e.g., Drop/Add procedures), so you don’t need to retype the same information each time. To maintain clarity and consistency, use a structured naming convention when creating Quick Text entries.
You can create Quick Text in two ways:
Creating Quick Text in the Advisor Center
- Navigate to the Advisor Center then click the Settings icon (
) in the top right.
- Click the Add Quick Text link.
- In the pop-up, enter a clear Topic and the Response Topic.
- Click Save.
Using Quick Text within a Meeting
- Start a session (Pick Up > Start Session).
- During a session: click the Quick Text picklist.
- Edit the Content as needed > click Save Notes.
Note: to add multiple Quick Text entries to one comment, continue selecting from the Quick Text picklist; each will be appended to the end.
Adding Quick Text within a Meeting
To add a new Quick Text when you are in a meeting:
- Start a session (Pick Up > Start Session).
- In the Advisor Comments section, check Save Message as Quick Text.
- Provide a Topic and Content > click Save Notes.
- Select your new Quick Text from the picklist.
- Click Save Notes.
Note: to add multiple Quick Text entries to one comment, continue selecting from the Quick Text picklist; each will be appended to the end.
Quick Text improves efficiency, ensures consistent communication, and allows advisors to focus on personalized engagement instead of repetitive typing.
