Macros

Enabled for Public preview Early access General availability
End users by admins, makers, or analysts This feature is released. Oct 24, 2019 - This feature is released. Jan 31, 2020

Feature details

Macros enable agents to stay efficient and productive by automating a series of repetitive tasks with a single click. For example, agents will be able to automate tasks like resolving a case after updating a field, assigning it to a different user after capturing notes, or sending an acknowledgement email with contextual data from the session using macros.

Administrators will be able to configure macros to suit their specific business or process needs.

See also

Productivity tools (docs)