Leveraging Macros to Maximize Workflow Efficiency
Updated
How Macros help you save the unnecessary number of clicks to supercharge the productivity of your agents.
Macros are used to execute multiple actions on an entity with a single click. It allows you to make multiple changes to entities at once, creating efficiencies in your workflows.
Macro-level actions that users can perform are determined based on the Macro Permissions.
Note: You can create Macros only at the Workspace level.
Accessing Macros
Click Launchpad
or click New Tab . Under the Platform Modules, select All Settings within Settings.
On the left pane, expand General Settings, and then select Macros.
Overview of Macros
On the Macros window, you can perform various actions.
Term | Description | ||||||||
Quick Filters | Case | ||||||||
Create Macro | Create a new Macro. | ||||||||
Macro Actions | Search - Search for a specific Macro by typing in keywords. Refresh - Refresh the dashboard to see the most up-to-date view. | ||||||||
Macro Options icon | Take actions on the created Macro.
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