Keyboard Shortcuts
You can perform common tasks in CRM using the keyboard. Shortcuts work only on the screen listed below, not on all screens. On Mac, use ⌘; on Windows and Linux, use Ctrl…
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You can perform common tasks in CRM using the keyboard. Shortcuts do not work on all screens; they work only on the screen specified below. On Mac, use the ⌘ key; on Windows and Linux, use the Ctrl key; in this article, both are referred to as ⌘/Ctrl.
- InboxUse shortcuts on the conversation screen
- Pre-written ResponsesManage the responses you’ll add via shortcuts
- Team ChatChat with your teammates
Call Screen
Works when a conversation is open and the cursor is not in a text field:
S→ Changes the chat status. For chats from the live chat on your website, it clicks the Close button and displays the "Close Chat" confirmation; if the chat is already closed, it clicks the Reopen button. For other chats (email, WhatsApp, and other channels), it opens the status menu.T→ Opens the tag drawer; you can add or remove tags from the conversation.
When typing in the reply box, S and T must be typed out as text; the shortcuts do not work. First, click outside the reply box. These two shortcuts work for users who have permission to update conversations.
Reply box
⌘/Ctrl+Enter→ Sends the reply; if you are in note mode, it adds the note. It does not work if the box is empty and there is no attachment.EnterorShift+Enter→ Starts a new line; does not send the message.⌘/Ctrl+K→ Opens the "Ready-Made Responses" drawer. The response you select is added to the text box, with the variables filled in using the conversation's details.⌘/Ctrl+/→ Opens the Help Center articles drawer. The article you select is added as a link in the reply.
⌘/Ctrl + K and ⌘/Ctrl + / also work while typing in the response box; you do not need to move the cursor out of the box.
Creating New Conversations and Editing Messages
⌘/Ctrl+Enter(New conversation) → Click the "Create" button while in the message field. Quick reply and article shortcuts also work on this page.⌘/Ctrl+Enter(Edit reply or note) → Saves the change when editing a sent reply or note.
Windows, Lists, and Search
Esc→ Closes the open window, the right-side drawer, or the drop-down menu.↑/↓andEnter→ Navigates between options in the search window and drop-down lists, and opens the selected one.Enter(Search in Calls) → Searches instantly in the search bar at the top of the call list.Esc(Search in Conversations) → Closes the search bar and clears the search.
There is no keyboard shortcut to open the search window in the CRM panel; use the Search box at the top of the section panel to start a search. In your public Help Center, ⌘/Ctrl+K opens the visitor’s search box.
Team Chat
Enter→ Sends the message.Shift+Enter→ Starts a new line.↑→ Opens your last message for editing when the message box is empty.Esc→ Cancels editing or replying to a message.↑/↓,Enter, orTab→ Use @ to browse and select a teammate’s name from the suggestions;Esccloses the suggestion list.
Other Screens
⌘/Ctrl+Enter(Customer note) → Adds the note to the customer profile and the note field in the sidebar of the conversation;Enterstarts a new line.Enter(Phone) → Initiates a call from the number field on the keypad.EnterorBoşluk(Sales Tracking) → Opens the opportunity card when you hover over it with the keyboard.←/→andHome(Column separator) → When you hover over the separator between columns on the conversation screen withTab, you can adjust the width;Homereturns to the default width. DraggingEsccancels the operation.⌘/Ctrl++/⌘/Ctrl+-andHome(Flow Editor) → Zooms in, zooms out, and returns to the starting point while editing a flow under BLE AI › Automation › Flows.
When a step is selected in the flow editor, pressing the Delete or Backspace key deletes that step and the subsequent steps linked to it.