Using Macros

What macros do#

A macro is a saved sequence of actions — assign a label, send a message, change status — that runs on a conversation in one click. Use them for workflows you repeat often.

Creating a macro#

1. Go to Settings → Macros

   

2. Click Add a new macro

   

3. Add action steps in order (e.g., assign an agent → add a label → add a private note)

   

4. Add a macro's name and visibility if it's Public, it will be available to all of the agents. If it's Private, only to the person who created the macro

   

5. Click Save

Running a macro#

Open a conversation, find the macro option in the right side actions menu. You can click on Preview to see the macro's actions and Execute to activate it. All actions activate in sequence.