About Macros

With macros, you can speed up and simplify the execution of frequent tasks on tickets. Macros are customizable shortcuts that allow you to apply a set of actions to a ticket with just one step. 

Create macros for your team's most repetitive ticket handling scenarios. Once you've set up a macro, any team member can apply it to tickets. 
For example:
You can create a macro that replies with article content, adds an internal note, and sets the priority level, all at once. The possibilities are endless!

Use macros to combine any of the following actions:

  • Set labels: Set the ticket's labels.
  • Set priority to: Set the ticket priority level.
  • Set status to: Set the ticket status.
  • Set value of custom field: Add a custom field value to the ticket.
  • Send article: Add an article's content to the ticket reply field.
  • Send saved reply: Add a saved reply to the ticket reply field.
  • Send custom reply: Add a custom reply to the ticket reply field.
  • Link ticket to article: Link the ticket to an article for internal data purposes.
  • Assign ticket to: Assign the ticket to an agent or group.
  • Unassign ticket: Unassign the ticket if it is assigned to a team member or group.
  • Add internal note: Add an internal note to the ticket.
  • Add CC recipients to ticket: Add CC (carbon copy) recipients to the ticket. 
  • End active session: End the session for all team members working on the ticket.