Overview
Use the editor when you need to write customer-facing replies, internal context, broadcast messages, or record notes. The editor supports formatted text, links, lists, mentions, file uploads, inline images, and common keyboard shortcuts. Some editor behavior depends on where you are writing. For example, a conversation reply can include recipients and attachments, while a ticket description is saved as part of the ticket.| Editor surface | Where to go | Typical use |
|---|---|---|
| Conversation reply | Inbox | Reply to customer or partner messages. |
| Ticket description | Tickets | Keep the durable task summary current. |
| Ticket comments | Tickets | Discuss work with teammates. |
| Broadcast message | Broadcasts | Draft outbound messages. |
| Company notes | Companies | Store account context. |
| Reports | Reports | Explain saved reporting views. |
⌘thenKorCtrlthenKopens the Sayless command menu. Inside the editor,⌘/Ctrl+Kis also used for link insertion, so shortcut behavior depends on whether the editor has focus.
Writing content
Start typing directly in the editor. Use plain language for the main message, then add formatting only where it helps the reader.Formatting
The editor supports common formatting such as bold, italic, underline, headings, quotes, code blocks, and lists. Common shortcuts include:⌘orCtrl+Bfor bold.⌘orCtrl+Ifor italic.⌘orCtrl+Ufor underline.⌘orCtrl+Kto insert a link while writing.⌘orCtrl+Zto undo.
Lists and structure
Use bullet lists, numbered lists, or checklists when a message includes steps, requirements, or decisions. Longer ticket descriptions and notes are easier to scan when you break them into headings and lists instead of writing one long paragraph.Mentions
Mentions help pull people into the context of a message or internal note. Use them when someone needs to review, answer, or take action. Mentions are most useful in team-facing writing such as comments, ticket context, and notes.Adding media
Use files and images when text alone is not enough.Attachments
Conversation replies can include attachments. Attach files when the recipient needs a document, image, export, or other supporting material.Attachment support depends on the editor surface and channel. A ticket description can store uploaded files for ticket context; a channel reply can only send what the destination channel supports.