Macros

Problem: Rules built in sandbox can't be transferred to production, forcing builders to either edit prod directly or rebuild everything twice. Request: Enable export/promotion of validated rules and macros from a sandbox environment to production.

Currently, when a macro uses an action that creates a new draft (like applying a message template or canned response), it generates a clean, blank message. It does not automatically include the previous conversation history, similar to how hitting...

Problem: Rules and macros have no version control or rollback, so a later change can silently break things with no undo; users mitigate with external screenshot docs. Request: Add version history with the ability to roll back rules, macros, and ap...

Problem: Macros can't be tested, so there's no way to simulate a run before deploying against real conversations. Request: Provide a way to test/simulate a macro run before publishing it live.

Problem: Branches in a macro can't reconverge, so any branching logic forces exponential, "branchy" macros that are hard to read and maintain. Request: Add a join/merge node that lets multiple branches reconnect into a single downstream outcome.

Problem When setting up macros or teammate answers, only one attachment can be selected for sending to backend tools via API. Request Allow users to select multiple attachments in a single macro or answer so they can send all necessary files to in...

Problem Finding and accessing macros requires navigating through menus, which is slow and disruptive to workflow. Request Add a keyboard shortcut and slash command (/) to quickly access and search for macros, making them easier to find and use dur...

Problem When creating macros that collect teammate answers, the UI lists all available tags, inboxes, and teammates, making it difficult to guide teammates toward selecting from a small, intended subset. Request Enable restricting macro steps to s...

Request Enable macros on the Front mobile app to allow teams on the go to quickly execute workflows without multiple steps.

Problem Creating new macros with similar settings requires building from scratch, which is time-consuming. Request Allow duplicating existing macros so admins can quickly create variations with similar settings.