Enhancing Customer Service Efficiency with Macros: Automating Inquiry Responses in Zendesk!

Introduction.

In this blog post, we will guide you through the process of creating a macro in Zendesk. Macros are predefined actions that help automate repetitive tasks, making your customer service more efficient and consistent.

The macro we will create in this tutorial will be used upon completion of an inquiry response. It will display a message "Thank you for your inquiry" in the comment field and set the ticket status to "Resolved".

Macros Explained!

A macro is  a prepared response or action that an agent can apply to a ticket . Macros contain actions that can update ticket properties. Admins, and agents in custom roles with permission, can create shared macros to be used by all agents or groups of agents . The maximum number of shared macros per account is 5,000.

Getting Started with Macros!

Step 1: Navigating to macros

First, you need to navigate to the Macros section in Zendesk:

• Click on  Admin (the gear icon) in the sidebar.
• Under the  Manage section, click on  Macros.

Step 2: Creating a New Macro

Now, let's create a new macro:

• Click on  Add Macro.

• In the  Title field, enter a name for your macro. This should be something descriptive, like "Thank You and Resolve".

Step 3: Setting Up Macro Actions

Next, we will set up the actions for our macro:

• Under  Actions, click on  Add Action.
• In the dropdown menu, select  Comment/description >  Set comment/description.

• In the text field that appears, type "Thank you for your inquiry".
• Click on  Add Action again.
• This time, select  Ticket Status >  Set status.
• In the dropdown menu that appears, select  Solved.
• 

Step 4: Saving the Macro

Finally, let's save our macro:

• Click on  Create.

And that's it! You've created a macro that will automatically add a "Thank you for your inquiry" message to the comment field and set the ticket status to "Resolved".

Step 5: Using the Macro

To use the macro, follow these steps:

• Open a ticket.
• Click on  Apply Macro.
• Select the "Thank You and Resolve" macro from the list.

• The comment field will be populated with the message, and the status will be set to "Resolved".
• Click  Submit to save the changes.

Conclusion.