A macro is a set of saved actions that help customer service agents easily complete tasks. For example, you can simultaneously add labels or notes to a conversation using Macros. You can access your Macros from the Chat Settings area.
Requirements:
- An active ClickFunnels 2.0 account
- CF Chat
TABLE OF CONTENTS
Create a New Macro:
- From the left side menu, click on the gear icon to access the Chat Settings. Then click on Chat Macros.
- Click on Add a New Macro.
- You can start creating your Macro:
- Add a Name for your Macro.
- You can set it to Public or Private.
- Add an action for your Macro. These are the actions available:
- You can keep adding more actions for this Macro.
- Once you complete your Macro, click on Save Macro.
Important Note: Macros can also be accessed from the right side of any conversation.
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