Run a macro on many conversations at once

Macros save you from repeating the same steps in a conversation, but until now you still had to open each conversation to run one. You can now run a macro on several conversations at once, straight from the conversation list. It helps when a batch of similar questions comes in together.

Selecting four billing questions in the conversation list and running the Route to Billing macro on all of them

Apply a macro from the bulk actions bar

Hover over a conversation's avatar and tick the checkbox to select it, then pick the others. The bulk actions bar at the bottom of the list shows how many you've selected. Click the macro icon (Execute macro) and choose a macro. If you have many, search for it by name.

Four selected conversations, with the macro list open above the bulk actions bar

Before anything runs, Chatwoot asks you to confirm, showing the macro's name and how many conversations it will run on.

Confirmation: Are you sure you want to run Route to Billing on 4 conversations?

Once you confirm, the macro is queued for every selected conversation, and each of its actions runs on each one: labels, team assignment, private notes, priority, status and so on.

After the macro ran, each of the four conversations has the billing label and a private note routing it to Billing

Required attributes still apply

If a macro resolves conversations and your account requires certain attributes before a conversation can be resolved, any conversation missing them stays open. Chatwoot tells you when this may happen, so nothing is closed without the details your team needs.

Other improvements

  • Labels added by an automation no longer disappear when the conversation is saved shortly afterwards for an unrelated reason, such as recording the first reply.

To try it, select two or more conversations in any conversation list and click the macro icon in the bulk actions bar.