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You can send Pre-loaded text messages to your customers via the Pre-loaded text panel of CallSite.

To access the Pre-loaded text panel, click on the 'Options' button in the communication user interface. The following window containing three tabs will open up:

In this window, click on the 'Pre-loaded text' tab. With this panel, you can send two types of messages:

• Personal Messages: These are the messages that you can load by yourself into this panel.

  In this panel, you can perform the following functions:

  • Add new messages to the list:

    You can add personal Pre-loaded text into this panel. To do so, click on the 'Add to List' button. The following window shows up:

    

    In this window, type the 'Memo' of the message which is basically the title of the message which will be displayed in the list and then in the field 'Pre-loaded text content', type in your text and then click 'OK'. This new memo will be added to your list of personal Pre-loaded messages.

  • Modify the existing messages in the list:

   

  You can edit existing messages in the list of personal Pre-loaded messages. To do so, highlight the 'Memo' of the message in the list and click on 'Modify selected'. The window containing the text will open up and there you can make the necessary modifications and after you are done with making the changes, click 'OK'. The particular message in the list will be modified.

  • Delete existing messages in the list:

 

You can delete existing messages in the list of personal Pre-loaded messages. To do so, highlight the 'Memo' of the message in the list and click on 'Remove selected'. You will see the following confirmation prompt:



If you click 'OK', then the particular message will be removed from the list.

• Centralized Messages: These are the messages which will be made available to your agent application by the CallSite Administrator. They include pre-loaded text, slide show images and white board images.

To send a Pre-loaded messages, simply highlight the 'Memo' of the text in the list (the message could be either Personal message or Centralized message) and click on the 'Send Text' button. The message will be immediately delivered to the customer.