The Alert Manager now includes a new Macro alert type, giving you real-time visibility into important Macro-level changes. These alerts help improve governance, security, and transparency across your workspace.

Macro Events That Trigger Alerts

Macro alerts are triggered when a Macro is:

• Created

• Updated (including activation, deactivation, or other changes)

• Deleted

Update events include channel-agnostic changes such as modifications to:

• Macro details (name, owner, user ID, time zone, custom fields)

• Secure access configurations, credentials, and access settings (roles, usernames, passwords, users, user groups, end dates)

• Permissions, subscribers, Macro groups, and web analytics

Available Filters

You can filter Macro alerts by:

• Macro Created By / Macro Edited By

• Macro Asset Class (User, Case, Message, etc.)

• Macro Group

• Workspace

• Macro Type

• Channel

• Macro Owner

• Types of Actions (Automated or Manual)

These filters ensure alerts are targeted to the right recipients.

What’s Included in Alert Emails

Emails must include:

• Event type (MACRO_CREATED / MACRO_UPDATED / MACRO_DELETED / MACRO_APPLIED)

• Request ID (for audit correlation)

• UTC Timestamp

• Macro Name & ID

• Actor (user/system who performed the action)

• Target entity (for Macro Application — e.g., Case ID, Account ID, or Conversation ID)

For updates, include only changed fields (old → new).

Each email must have a logged audit record with outcome.

To Create Alerts for Changes in Macros

1. Access Alert Manager

2. Create a New Alert

3. Configure the Alert

   • Click the Module field and select Platform Governance from the dropdown.

   • Choose Macro Created, Macro Updated, and Macro Deleted as your Alert Type.

     

4. Set Alert Frequency (Recommended)

5. Assign Permissions and configure Alert Distribution