Macros

Create one-click action sequences to perform multiple operations at once. Save time on repetitive multi-step tasks.

Automate repetitive tasks

Save time by bundling common actions into reusable macros.

Powerful actions to choose from

Build macros using a variety of actions. Chain them together in any order to create powerful workflows that match how your team works.

Assign conversation to a specific agentAssign conversation to a teamAdd or remove labelsSend a reply messageChange conversation statusSnooze conversationSend email transcriptMute conversationActions you can addAssign AgentAssign TeamAdd LabelRemove LabelSend MessageChange StatusSnoozeSend TranscriptMacro VisibilityPublicThis macro is available publicly for all agents in this account.

PrivateThis macro will be private to you and not be available to others.

Macros will run in the order you add your actions. You can rearrange them by dragging.

• Assign conversation to a specific agent
• Assign conversation to a team
• Add or remove labels
• Send a reply message
• Change conversation status
• Snooze conversation
• Send email transcript
• Mute conversation

Public or private macros

Choose who can use your macros. Share them with your entire team as public macros, or keep them private for your personal workflows.

• Public macros available to all agents in your account
• Private macros only visible to you
• Easily switch between public and private
• Admins can manage all public macros

Common macro examples

See how teams use macros to speed up their workflows.

Escalate to ManagerQuickly escalate a conversation to your manager with all the right context.

Mark as SpamHandle spam conversations efficiently with one click.

Request FeedbackSend a satisfaction survey after resolving a conversation.

Transfer to SalesHand off qualified leads to your sales team.

Follow Up LaterSnooze a conversation and add a reminder to follow up.

Close with TranscriptResolve and send the conversation transcript to the customer.

Automate your workflow with macros

Stop doing the same tasks manually. Create macros and execute multiple actions with a single click.