Macros

Run multiple actions with one click

Create macros to execute a sequence of actions instantly. Assign teams, add labels, send messages, and more — all with a single click.

Chain multiple actionsPublic or private

Automate repetitive tasks

Save time by bundling common actions into reusable macros.

Available Actions

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

Actions you can add

Assign Agent
Assign Team
Add Label
Remove Label
Send Message
Change Status
Snooze
Send Transcript

Macro Visibility

Public

This macro is available publicly for all agents in this account.

Private

This 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.

Visibility Control

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

Automate your workflow with macros

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

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