How to Create and Use Chat Macros in MessageHub

Macros in MessageHub are designed to simplify your workflow and improve efficiency. They let you automate repetitive tasks like applying labels, sending responses, or updating conversation statuses, so you can focus on what matters most—helping your customers. With macros, you can perform multiple actions with a single click, ensuring consistency and saving valuable time. In this article, we’ll walk you through how to create and use macros effectively in MessageHub.

Requirements:

• An active ClickFunnels account

• The MessageHub App

Understanding Chat Macros

Macros are pre-configured workflows that help automate repetitive actions in MessageHub. Think of them as a set of instructions you create once, and with a single click, the macro performs those tasks automatically.

For instance, instead of manually assigning a conversation to a specific team, adding a label, and sending a follow-up message, you can group all these actions into a macro. When you run the macro, it completes all the steps in one go, saving time and ensuring consistency.

Examples of Macros

Here are some practical ways you might use macros:

1. Escalate an Issue: Assign the conversation to the escalation team, apply the "Urgent" label, and add a private note: “This issue needs immediate review.”

2. Respond to Common Questions: Send a pre-written message, like: “Hi {{contact.name}}, here’s the information you requested,” and attach the conversation with "FAQ."

3. Mark Conversations as Resolved: Send a closing message, apply the "Resolved" label, and update the conversation status to "Closed."

4. Route Sales Leads: Assign the conversation to the sales team, apply the "Lead" label, and add a note summarizing the customer’s inquiry.

How to Create a Chat Macro

1. Navigate to the MessageHub app in the left-side menu in your ClickFunnels Workspace.

2. Go to Chat Settings ⚙ > Chat Macros in your MessageHub dashboard.

3. Click on the + add a new macro button to start building a new macro.

4. Enter a descriptive name for your macro in the Macro Name field.

5. Choose the macro's visibility:

   1. Public: Available to all agents in your account.

   2. Private: Only visible to you.

6. Add the first action:

   1. Select an action type (e.g., Assign a Team, Add a Tag, Send a Reply).

   2. Define the specific details for the action (e.g., choose the team or tag).
      

7. To add additional actions, click Add New Action and repeat the process. Actions will run in the order they’re listed.

8. Drag and drop actions to rearrange their sequence, if necessary.

9. Click Save Macro to finalize your macro.

Using Macros in MessageHub

1. Open the conversation where you want to use a macro.

2. Locate the Macros section in the right-hand sidebar of the chat window. If it is collapsed, click the plus (+) icon to expand it.
   

3. Browse through the list of available macros, which include both public macros (available to all agents) and private macros (visible only to you).

4. To ensure the macro's actions align with your needs, click the preview icon (i) next to the macro name. This will show you the actions it will perform.

5. When ready, click the execute button next to the macro name to run it.

6. The macro will apply its preconfigured actions to the conversation in sequence.

Managing Chat Macros in MessageHub

Once chat macros are created, you can manage them easily by editing or deleting as needed. Here's how: