Quick Actions let you find and insert the right message, link, or workflow content while you reply to a guest in the Inbox, without leaving the conversation.
How to open Quick Actions
From any conversation in the Inbox, you can open Quick Actions in two ways:
Click the Quick Actions button in the message composer.
Type / in the composer.
The menu has three panes: categories on the left, a list of items in the middle, and a live preview on the right. When you select an item, it is inserted where your cursor is.
Categories
Quick Actions are grouped into these categories:
Pinned: items you pin for quick access.
All: everything available for this conversation.
Saved Replies: reusable messages created by you or your team.
Workflows: messages from your existing automations. A green corner dot means the workflow is Published; a red corner dot means Not published. Not-published workflows still appear.
Boarding Pass: inserts that guest's Boarding Pass link.
Check-in steps: inserts a link to the guest's check-in steps in the Boarding Pass (not the step text). Search with /check-in to find it quickly. The option appears only when the guest has an active stay. If the guest is not allowed to see the steps yet (for example not verified, unpaid when payment is required before check-in, or before your release window), the link shows the same blocked screen as the home Check-in button.
Guidebooks: inserts that guest's guidebook link (only if it is on their Boarding Pass).
Upsells: inserts that guest's upsell link (only if it is on their Boarding Pass).
Search works across all categories.
Preview, languages, and missing values
The preview fills in guest details (such as name, listing, and WiFi) before you insert. A banner flags missing merge-field values before you send.
For Workflows on desktop, a language chip sits in the top-right of the preview. The chip lists each language stored on that workflow. Choosing a language updates the preview and the text that is inserted. Your last language choice is remembered on the same conversation when you reopen Quick Actions or move between workflows that include that language. Workflows with only one stored language still show the chip with that single option. On mobile, applying a workflow uses your remembered language when that translation exists.
Saved Replies also support language options in Quick Actions when translations are configured on the reply. Choose the language you want to preview and insert before you apply the reply.
Guests with more than one reservation
When a guest has multiple reservations, choose which stay Quick Actions should use. The preview and stay-specific links follow that stay. Guests with no active stay do not get stay-specific links such as Boarding Pass or Check-in steps.
Pin your favourites
You can pin Saved Replies, Workflows, Boarding Pass, Check-in steps, Guidebooks, and Upsells. Pinned items appear under Pinned. Pins are saved per user and stay after you refresh. A pinned guidebook, upsell, or similar link only shows when it applies to the active stay.
Edit from Quick Actions
On desktop, you can open a workflow or Saved Reply for editing without leaving the conversation: use the pencil on the row, or the outlined Edit button in the preview. Workflows open in Content → Workflows; Saved Replies open in the Saved Reply editor. Choosing a row still inserts the text into the composer.
Email subject when inserting
When you compose an email and the subject field is empty, inserting a Quick Action fills the subject for you. Email and OTA message workflows use that workflow's subject in the language you picked, with guest merge fields filled in. Items without their own subject use the Quick Action name (for example a Saved Reply or SMS workflow title). If you already entered a subject, including a thread reply line, it is left unchanged.
WhatsApp conversations
Inside the WhatsApp 24-hour window, you can use the full Quick Actions menu where free text is allowed. Outside that window, WhatsApp requires an approved template: the same Quick Actions-style menu lists your templates with a live filled preview. Open it from the Quick Actions button or the / search field above the composer. Schedule Message uses the same template picker inside the schedule modal. On mobile, the template menu shows the list only (no side-by-side preview).
On mobile
On mobile you can insert Quick Actions; the menu shows the list only (no side-by-side preview). To create or manage Saved Replies, use desktop.