What macros do
A macro is a saved sequence of actions — assign a label, send a message, change status — that runs on a conversation in one click. Use them for workflows you repeat often.
Creating a macro
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Go to Settings → Macros.
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Click New Macro.
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Give it a name.
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Add action steps in order (e.g., assign label → send message → change status).
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Set visibility
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Click Save.
Running a macro
Open a conversation, find the macro option in the actions menu, and select the macro you want. All steps run in sequence.