Turning on suggested macros

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Quick Look: Admin Center > Workspaces > Agent tools > Macros

Suggested macros are AI-powered suggestions that help agents find the right macros to apply to the tickets they’re currently working on. These suggestions are based on macros that were applied to similar tickets in the past, and are intended to help agents resolve the customer’s request more quickly.

This article contains the following topics:

• About suggested macros
• Turning suggested macros on or off

Related articles:

• Applying suggested macros to tickets
• Organizing and managing macros
• Macros resources

About suggested macros

Suggested macros are shared macros that have been identified through an AI-powered analysis of your macro usage data. Using machine learning, an algorithm analyzes the text in the ticket's subject and comments. It then compares them to those used in tickets that were created in the last nine months, where a macro was applied.

The ticket must be from an email, webform, Web Widget, API, Mobile SDK, or Channel framework channel. Only shared macros that an agent has access to are suggested; personal macros are never suggested.

Up to three suggested macros appear at the top of the macros list in the ticket interface. If you purchased the Advanced AI add-on before October 9, 2024 and haven’t migrated to agent copilot, suggested macros appear in the Intelligence section of the context panel as well.

For more information about the agent workflow, see Applying suggested macros to tickets.

Turning suggested macros on or off

Note: If your account was created on or before October 26, 2021, and it includes enough macro usage data, suggested macros are enabled by default. For all other accounts, suggested macros are disabled by default.

Suggested macros can be turned on only when the account includes enough data about past macro usage. Your account must include at least 100 tickets that were created within the last nine months in a supported channel and had a shared macro applied. In addition, at least three of the shared macros in the account need to have been used at least once on tickets that were created in the last nine months.

If the account doesn’t include enough macro usage data, you will need to create and use more shared macros, more frequently, and over a period of time, before you can turn on suggested macros. When you create a new macro, it takes two weeks to be included in the suggested macros machine learning model for analysis.

Admins and agents in custom roles with permission can turn suggested macros on or off.

To turn suggested macros on or off

1. In Admin Center, click Workspaces in the sidebar, then select Agent tools > Macros.
2. On the Macros page, click Actions > Manage settings.

   

3. On the Manage settings page, select or deselect the Display suggested macros option to turn it on or off.

   

   This is an account-wide setting, not individual. Turning the option on or off will affect all admins and agents on the account.

4. Click Save.