How to use Macros?
A macro is a set of sequential saved actions that automate repetitive tasks in customer support workflows.
What Macros Can Do
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Label conversations
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Send email transcripts
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Assign team members
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Send standard messages
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Snooze conversations
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Close conversations
How to Create a Macro
Step 1. Go to Settings → Macros → "Add a new macro"
Step 2. Select and configure sequential actions
Step 3. Name the macro and set visibility (Private or Public)
Step 4. Save the macro
How to Use a Macro
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Open "Macros" section in chat sidebar
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Preview macro actions (optional)
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Click play button to execute macro
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Macro performs all configured actions instantly
Example Use Case
When receiving a demo request, a macro can automatically:
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Assign to Sales team
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Send standard booking message
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Add "Sales" label
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Snooze conversation
Save time by automating repetitive support tasks with a single click.