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.
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 agent
- Assign conversation to a team
- Add or remove labels
- Send a reply message
- Change conversation status
- Snooze conversation
- Send email transcript
- Mute conversation
Common macro examples
See how teams use macros to speed up their workflows.
Escalate to Manager
Quickly escalate a conversation to your manager with all the right context.
Mark as Spam
Handle spam conversations efficiently with one click.
Request Feedback
Send a satisfaction survey after resolving a conversation.
Transfer to Sales
Hand off qualified leads to your sales team.
Follow Up Later
Snooze a conversation and add a reminder to follow up.
Close with Transcript
Resolve 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.