Macros

Macros
runs in the same customer workspace.

Create multi-step automations that handle complex tasks automatically. Trigger on events, conditions, or schedules.

Shared support inbox with customer context, AI draft, and source panels
Capabilities
5
Key features and functions.
Use cases
4
Common ways teams use this.
FAQ answers
2
Common questions from buyers.
Capabilities
What this feature can do for your team.
Multi-step Workflows

Chain actions like tagging, notifying, assigning, and updating.

Conditional Logic

Branch automation based on conversation data, tags, or customer attributes.

Trigger-based

Fire macros on conversation events, time triggers, or manual activation.

Notifications

Send Slack messages, emails, or webhooks to external systems.

Execution Logs

Audit trail of all macro executions with success/failure status.

Use cases
How different teams put this feature to work.
Auto-assign by topicSLA breach escalationCustomer milestone follow-upsTag and segment workflows
Common questions
Common questions about this feature from buyers and users.

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