Save time with macros

A macro is a saved reply or note. It fills in the customer's first name and yours, and it can also set the status, the priority or tags of the ticket when you send it. The admins of a workspace make them.

6 steps3 minutesPlans: Pro, Enterprise

  1. 1

    Open Macros in the settings

    In Addresses and settings, the Macros tab of the workspace.

    Open Macros in the settings

    In a ticket, Macros and then New macro brings you here too.

  2. 2

    Press New macro

    Below the macros you have.

    Press New macro
  3. 3

    Write the answer

    Give it a short title and write the text. {first} becomes the customer's first name, {agent} yours.

    Write the answer
  4. 4

    Choose what else it does

    For example, set the status to Waiting on customer, add a tag or assign the ticket to you.

    Choose what else it does
  5. 5

    Press Save

    Everyone in the workspace can use it now.

    Press Save
  6. 6

    Use it in a ticket

    Press Macros above the reply and pick one. Read it over, then send.

    Use it in a ticket

Was this helpful?

We count yes and no per article. Nothing about you is stored.

Still stuck? Ask us.

People, not a bot.