Conversation Macros

Conversation Macros

A macro is a saved sequence of actions that can be applied to any conversation in a single click.

Supported actions

Action	What it does
Set status	Changes conversation status (Open, Resolved, etc.)
Set priority	Sets priority to Urgent / High / Medium / Low
Assign to	Assigns to a specific agent
Add tag	Adds a tag to the conversation
Remove tag	Removes a specific tag
Send reply	Sends a pre-written reply message
Add internal note	Posts an internal note visible only to agents

Creating a macro

1. Go to Tools → Macros in the sidebar.
2. Click New macro, give it a name, and add action rows.
3. Save the macro.

Applying a macro

1. Open a conversation in Inbox.
2. Click the ⋯ menu → Apply macro.
3. Select the macro from the list — all actions run instantly.

Macros track usage counts so frequently-used ones bubble to the top of the list.