Macros
Set up macros to simplify sending canned responses and taking common actions on customer issues.
Last updated
Set up macros to simplify sending canned responses and taking common actions on customer issues.
Last updated
Visit the Settings Page and look for Macros to set up new macros.
Set up a canned response using templated variables. When a macro is used, this text will be pre-filled in the editor, and all you’ll have to do is hit send!
Set up actions that will be executed when the macro is used, for example, adding a certain tag to an issue and setting the state to closed.
Set up filters for when a macro is available. For example, have different macros available for your team to use on Slack vs. In-App Chat questions.
Create macros for your whole organization, your team, or just yourself.
Macros can be placed into different groups for better organization. When executing macros from an issue, you'll be able to click into groups as well to find a specific macro.
Once you setup some Macros, inside your editor while solving an issue you’ll see a button for bringing up the Macro menu or you can hit the shortcut m.
Here you can search for macros by name and also see a preview of the macro.
Once selecting a macro, it won't be immediately executed. The templated text and actions will be previewed in your editor, and hitting send will execute them.
You can then modify the text or actions before executing.
