Help Desk

Email Signatures

Automatically add a shared signature to emails sent by agents or the bot

Email signatures are added automatically to outgoing emails. You do not need to create or apply a macro for them.

Each connected email address has two separate signatures:

SignatureAdded to
Agent SignatureEmails sent by human agents in the help desk
Bot SignatureEmails generated and sent by the Octocom bot

Leaving either field empty means that type of email is sent without a configured signature.

Configure a signature

  1. Go to Settings → Channels → Email.
  2. Find the email address you want to configure and choose Edit settings.
  3. Enter an Agent Signature, a Bot Signature, or both.
  4. Check the preview, then select Save.

Signatures belong to an email address, not to the business as a whole. If you have several connected addresses, configure each one separately. The signature for the address sending the reply is the one that gets added.

Agent signatures

The agent signature is a shared template for everyone replying through that email address. Use {{name}} to insert the full name of the agent who sends the reply:

Kind regards,
{{name}}
Heritage Parts Centre
[www.heritagepartscentre.com](https://www.heritagepartscentre.com/)

The agent sees only their reply in the composer; Octocom adds the signature when the email is sent. The signature is not added to bot-generated emails.

{{name}} works only in the Agent Signature. Variables available in macros, such as {{customer.firstName}}, do not work in signatures, and the Bot Signature uses fixed content.

Formatting

Both signatures support Markdown, including bold text and links. The preview beneath each field shows how the signature will appear. Send a test email after saving if you use more complex formatting, because email clients can render the same content differently.

Bot signatures

The bot signature is appended to every bot-generated email sent through that address. Use it for fixed content that should appear consistently, such as a company sign-off, contact details, or an AI disclosure.

It is not added to emails sent by human agents. If agents and the bot should use the same wording, add it to both signature fields.

A bot signature can also be replaced or suppressed for an individual conversation with the email:botFooterOverride metadata key. This advanced option does not affect agent signatures.

Signatures and macros

Use a signature for content that should be added to every email automatically. Use a macro for a saved reply or a set of actions that an agent chooses to apply to a conversation.

Putting a sign-off in a macro can produce a duplicate when an agent signature is also configured, so keep the standard sign-off in the signature and the reusable response in the macro.

  • Connecting Email — connect and manage the addresses that signatures belong to.
  • Macros — create saved replies and one-click conversation actions.

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