Macros allow users to perform repetitive tasks more efficiently, reducing input time, selecting values in input fields faster, and enabling staff to process tasks more quickly and accurately.

To create a Macro, follow these steps: Go to Menu/ Macros/ Add Macro.

(1) Enter the Macro name.

(2) Set actions: Create automated actions to help staff execute tasks quickly.

(3) Use Placeholder Codes: Insert dynamic data from requests (e.g., customer name, customer ID, email, request link) into the action content. Click “View available Placeholders” to explore available options.

(4) Available for: Assign permissions to authorized users: All agents, Agent in group, Me only

Note: If the Macro creator have agent role, they can only assign usage rights to themselves.