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Macros

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Add macros to Portal - Self Service Actions

All customers on the portal to take quick actions by surfacing macros on the portal. (Not necessarily attached to a conversation - instead just quick actions that allow users to interact with systems such as: "create a call back request" or "updat...
4 days ago in Macros / Workflows 0

Access "Current Teammate" in Macro Dynamic Variables

When building a Macro, be able to access the "current teammate" in Dynamic Variables to include some information about them in the conditions or actions.
4 months ago in Macros 1 Backlog

Macros available in Company settings

Ability to create macros at the company level, allowing them to be deployed across multiple workspaces and initiated from individual inboxes.
10 months ago in Macros 0 Planned

Macros that surface on a contact

Macros or quick action buttons that we can surface on a contact, account or app object card. If we want to be an operations cross team platform it would beb great to have actions that appear elsewhere in the platform, not just on the conversation....
15 days ago in Macros / Other (workflows) / Rule actions / Workflows 0

Users to create their own individual macros

Ability to create macros at the PERSONAL level For instance for me : answer to my private email, and then automatically label them "to follow", and move it to custom/personal view of this label "to follow" Thanks,
17 days ago in Macros 0 Backlog

Collect teammate answer: form to Front switching with autosave

The collect teammate answer form is a really cool feature but we've encountered some usability issues when the popup opens which hinder us from using it more. We want to let our colleagues fill in quite a few fields as we are planning to take cert...
24 days ago in Macros 0 Backlog

Collect teammate answers: support images and attachments

Collecting attachment as answers to specific fields while triggering a macro, for easy handoff/escalation to another team Use TIC to upload an attachment Use macro action(s) to use the attachment
2 months ago in Macros 0 Backlog

Macros: [Archive for specific teammates] action

As a user, for the same reasons that Archiving and unsubscribing specific users in a rule is useful, I want to be able to do this for a Macro. For example, when moving a conversation from Inbox A to Inbox B. Even if some participants on the conver...
about 2 months ago in Macros 0 Backlog

Provide a search function in a 3rd party system to select input in a macro

When choosing a macro to perform an application request, we want the ability to search for an object in a 3rd party system to maintain inputs against, or log inputs against. Example: a prospect, Shippeo, currently have a Gmail extension that allow...
7 months ago in Developer Platform / Macros 0 Backlog

Macros: Default value in "Collect Teammate Answer" form

I'm building a Macro and want to provide a default value in a "Collect Teammate Answers" form. An example of how this could be used;I'm building an escalation workflow. The teammate should pick from a "Priority" enum field (High, Normal, Low) - I ...
4 months ago in Macros 0 Backlog