Macros
One click to reply, set fields and add a note.
For: Agents and adminsSteps
- Open Settings → Macros and select Add macro.
- Name it and choose who can use it: everyone or just you.
- Add actions: reply with a template, set status or priority, assign, move to a team, add tags or add an internal note.
- Save. In a case, select Macros in the composer and pick one.
- Field changes apply straight away; a reply opens in the composer so you can check it before sending.
Good to know
- Macros are recorded in the case history like any other change.
Still need help? Contact support