Table of Contents

Macros

Niamh Ferns Updated by Niamh Ferns

Macros Overview

Macros in the TECH Portal allow service agents to automate certain actions on a ticket.

For example, you may want to have a set of common responses for situations that your agents run into often (aka canned responses). This saves on time taken to retype information and can mean your agents don't need to look for the information saved elsewhere.

Creating a Macro

To create a macro you will need to log in to Tech Portal and navigate to the macro page on the left navigation menu. Once there, click the add button on the bottom right of the screen:

  1. Give your macro a useful name and a meaningful description so that users can easily distinguish is and it's purpose from other macros you may have.
  2. Add a comment to determine what the macro triggers
  3. Optionally, view/add tokens to automatically insert dynamic values/information into your macro
    The tokens you have available are:
    Contact email: email of the contact assigned to the ticket
    Contact name: name of the contact assigned to the ticket
    Ticket Number: ticket number of the ticket
    Ticket Summary: summary of the ticket
    Member Name: name of the assigned member
    When you activate a macro on a ticket, these tokens will be replaced by the actual values from the ticket.
  4. Optionally, Share Your Macro
    If Shared with team is unticked, the macro can only be used by the tech that created it. If ticked, this gives access for the whole team to use the macro.
  5. Optionally, configure a webhook
    This is an advanced feature that can be used to perform more powerful automations. You need to provide an HTTPS endpoint and select which data you want to include in the payload. When you apply a macro to a ticket, the TECH Portal will send a request to the given endpoint with the given payload.

Example Webhook Payload:

{
  "contactEmail": "chris@deskdirector.com",
  "contactName": "Chris Le Sueur",
  "ticketNumber": "1115503",
  "ticketSummary": "need live help",
  "memberName": "Andrew Lahikainen"
}
The payload values will all be of string type. You must perform the type conversions yourself (i.e, for ticket numbers).

Using Macros

To use a macro, click the Apply Macro dropdown under the note textarea:

If you set up a comment, it will appear inside the textarea. If you set up webhooks, a button will appear on the top right of the textarea toolbar. You can click this button to see a summary of the webhooks that will be triggered when you click submit.

Frequently Asked Questions

"Will macros work even without the webhook URL?"

They will. The webhook is for more advanced use and tinkering with macros. The macro will work with just the macro comment set up.

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