> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aifocus.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Macros

> Execute multiple actions with 1 click

# ⚡ Macros

Execute sets of predefined actions with a single click.

***

## 📋 What are Macros?

**Macros** are shortcuts to execute multiple actions at once:

**Difference from Automations:**

* 🤖 **Automations**: Execute automatically
* ⚡ **Macros**: Agent executes manually (1 click)

**Example:**

```
Macro: "Resolve and Close"

Actions:
├─ Send message: "Problem solved! Anything else?"
├─ Label: #resolved
├─ Status: Resolved
├─ Send CSAT survey
└─ Assign: Nobody
```

***

## ✨ Why Use Macros?

<CardGroup cols={2}>
  <Card title="Productivity" icon="rocket">
    1 click = 5+ actions
  </Card>

  <Card title="Standardization" icon="check">
    Everyone does the same
  </Card>

  <Card title="Speed" icon="bolt">
    Save precious seconds
  </Card>

  <Card title="Fewer Errors" icon="shield">
    Don't forget steps
  </Card>
</CardGroup>

***

## 🆕 Create Macro

1. **"Settings"** → **"Macros"**
2. **"New Macro"**
3. Configure:

**Name:** `Transfer to Technical`

**Visibility:**

* 🌍 **Global**: All agents see
* 👤 **Personal**: Only you see
* 👥 **By Team**: Specific team only

**Actions:**

```
1. Add label: #technical-support
2. Assign to: Technical Team
3. Send message:
   "Transferring to technical specialist. 
    Wait a moment!"
4. Status: Pending
```

4. **Save**

***

## 🎯 Macro Examples

### 1. Resolve and Request Feedback

```
Name: "✅ Resolve + CSAT"

Actions:
├─ Send: "Did I help? Anything else?"
├─ Wait response: 2 minutes
├─ IF customer responds "no": Keep open
├─ IF customer responds "yes" OR no response:
│  ├─ Status: Resolved
│  ├─ Label: #resolved
│  └─ Send CSAT survey
```

Use when: Problem is solved

```

---

### 2. Escalate to Manager

```

Name: "🚨 Escalate Urgent"

Actions:
├─ Priority: Urgent
├─ Label: #escalated
├─ Assign: Manager
├─ Internal note: "Customer requested manager - immediate attention"
├─ Notify: [manager@company.com](mailto:manager@company.com)
└─ Send: "I understand your concern. Our manager
is aware and will contact you shortly."

```

Use when: Unhappy customer/critical situation
```

***

## 🖱️ Use Macro

### Inside Conversation

1. Open conversation
2. Click **"Macros"** (lightning icon ⚡)
3. Choose macro from list
4. **Execute**

**Keyboard shortcut:**

```
Ctrl/Cmd + M → Opens macro menu
Type name → Enter to execute
```

***

## 💡 Best Practices

### Creation

✅ **Clear name**: "Resolve + CSAT" not "Macro 1"\
✅ **Emoji helps**: Visual identification\
✅ **Test before**: Make sure it works\
✅ **Document**: When to use each macro

### Usage

✅ **Train team**: Everyone knows they exist\
✅ **Review regularly**: Macros still relevant?\
✅ **Personalize when needed**: Macro is base, adjust per case

***

## 🚀 Next Steps

<CardGroup cols={2}>
  <Card title="Canned Responses" icon="message" href="/en/user-guide/canned-responses">
    Predefined messages
  </Card>

  <Card title="Automations" icon="robot" href="/en/user-guide/automations">
    Execute actions automatically
  </Card>
</CardGroup>