Overview
Macros are saved one-click actions that bundle a reply, a status change, a label, an assignee, and a CRM update into a single shortcut. Agents fire them from any conversation across all 9 channels, so the response that used to take six clicks takes one. Built for support and sales teams who answer the same questions hundreds of times a day and want to stop copy-pasting from a Google Doc.
- Chain a reply, label, status, and assignee in one click
- Insert dynamic variables: contact name, order ID, deal stage
- Trigger from keyboard shortcut, slash command, or sidebar
- Scope macros to a team, inbox, or individual agent
- Track usage analytics to see which macros agents actually run
- Run macros from mobile, web, and the agent desktop app
- Convert any sent reply into a reusable macro in two clicks
How it works
Build the macro
Open the macro editor, write your message with dynamic variables, then stack the actions you want to fire alongside it — label, assign, change status, update a CRM field.
Share it with your team
Save the macro as personal, team-wide, or inbox-specific. Permissions control who can edit versus who can only run it.
Run it from the inbox
Agents pick the macro from the sidebar or hit a keyboard shortcut. The reply sends, the conversation updates, and the CRM record reflects the change instantly.