Save time with macros

If you find yourself typing the same answer again and again, turn it into a macro.

Create a macro

1. Go to Settings → Macros.

2. Click New macro.

3. Give it a name you'll recognize, like "Refund approved".

4. Write the reply and save it.

Macros are shared with your whole team, so everyone can use them.

Personalize it with variables

Use Variable in the editor to add details that change from person to person, like the customer's first name, your name or your space name. They're filled in when you insert the macro.

You can also set a fallback for when a detail is missing. Click a variable and choose what to show instead, so "Hi {{first_name|there}}" becomes "Hi there" when you don't know their name.

Use a macro in a conversation

1. In the composer, click the macro button or press ⌘ / (Ctrl + / on Windows).

2. Search for the macro and press Enter.

3. Make any changes you like, then send.

Inserting a macro never sends it, so you always get a chance to read it over first. Macros work in notes too.

How many macros you can have

The Basic plan includes 3 macros, the Team plan 25 and the Advanced plan as many as you like. Settings → Macros shows how many you've used.