Macros

Automate repetitive tasks and save time with powerful macros. Create sequences of actions that can be executed with a single click, improving efficiency and consistency.

Key Features

Action Sequences

Create multi-step automation workflows

Conditional Logic

Add conditions for smart automation

Template Variables

Use dynamic data in macros

One-click Execution

Execute complex actions instantly

Macro Sharing

Share macros with team members

Usage Analytics

Track macro effectiveness

Macro Actions

Assign Conversations

Route to specific agents or teams

Add Labels

Apply multiple labels automatically

Send Messages

Use pre-written message templates

Change Priority

Update conversation priority levels

Set Status

Change conversation status

Add Notes

Insert internal notes

Close Conversations

Resolve and close conversations

Benefits

Reduce repetitive manual tasks
Improve response times
Ensure consistent actions
Increase agent productivity
Reduce human errors
Standardize processes

Use Cases

Welcome Sequences

Greet new customers with personalized welcome messages and assign them to appropriate agents.

Escalation Workflows

Handle complex issues by automatically escalating to senior agents or specialized teams.

Closing Procedures

Standardize conversation closure with satisfaction surveys and follow-up scheduling.

Data Collection

Gather customer information systematically during conversations for better service.

Status Updates

Provide progress updates for ongoing issues and set expectations for resolution times.

Quality Assurance

Ensure compliance with support standards and quality metrics through automated checks.

Advanced Features

Nested Macros

Call other macros within macros

API Integration

Trigger external system actions

Time-based Actions

Schedule future actions

Approval Workflows

Require supervisor approval

Audit Trail

Track macro usage and changes

Performance Metrics

Measure macro effectiveness