Using macros to start side conversations

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11 Comments

  • Thomas Verschoren
    Community Moderator

    Can we get rich text formatting or markdown support for these macro's similar to how it is currently supported when creating side conversations via the Agent Workspace?

    7
  • Dana

    Hi

    I would like to add text fields in side conversations. We have a macro for a side conversation, which details the required information to be sent to programming when there is an issue. However, we have to place the cursor at the end of the requirement to add information to the ticket. It would save "click's" if we could just tab through the required fields.  One thought I had was to add a table, however, I would like to use something that is native in Zendesk. Thoughts?

     

    1
  • Emilie (Customer Care Ireland)

    Hi,

    Can we add attachments to the side conversation Macro please?

     

    3
  • Dave Dyson
    Zendesk Community Manager
    Hi Emilie, welcome to the community! We value your feedback, so for visibility to our product team would you mind creating a post in our Feedback - Ticketing System (Support) topic? There's a useful template there that will help ensure our product team has the information they need, and some guidelines as well if those are useful. Thanks!
    0
  • Matthew F. Gilboy

    Are you able to create more than one side conversation with the same macro? We run two sub processes and I'd like my agent to only use one macro (so they don't forget to run a second).

    I created a macro that allowed me to do so, but when I run it I only get one of the send windows.

    Currently I am testing out a trigger where the macro adds a tag, and that tag triggers another side conversation (I'm also testing out the 'side conversation is created' condition), but this wouldn't allow the agent to customize that second side conversation email. 

    0
  • Hervin Centeno
    Zendesk Customer Care
    Hi Matthew,

    That is a good question! Looking into this, I'm getting a bit of a yes/no answer. When going to create a macro with an action to start a side conversation, once you select an option (ex. Side conversation via email) - you are unable to select that option again when adding an additional action. That being said, there is no restriction on adding a different kind of side conversation. In theory, you could set up a macro that allows you to create a side conversation via email and then one via child ticket at once. You will only see one of the side conversations pop up at once; however if you click on the "+" sign by "Side conversations" on the ticket and select the option that didn't automatically pop up, you will see the other side conversation created by the macro.
     
    I hope this gives you an option that can work for your team!
    1
  • Andrea Rodriguez (CD Baby)

    Is there a way to apply multiple macros to one type of side conversation? Use case: We have a team that sends task requests to another department (B to B). These requests are broken down by type, however, it could be 1 account/client that has multiple types of requests. The way we are doing it now is that we need to send 1 side conversation per type. Due to the other company's limited support features, they can only sort their incoming tickets one way. We've chosen newest to oldest. However, we're finding that some of their agents are solving ticket requests for one account/client at different times in different orders. 
    What we are looking for is the ability to apply multiple side conversations or "text" (say a macro) to just one side conversation, this way it would be 1 side conversation - email and the body would have the 1-6 requests within the body of the email. Kind of what we do with macros already but macros cannot be applied to side conversations unless the macro is built WITH the side conversation condition. And we can't apply multiple side conversations because it just replaces each other. 

    0
  • Holly
    Zendesk Customer Care
    Hi Andrea! Right now a macro can be used to start, but not update, a side conversation. There are a couple workarounds to consider:

    1. Create additional macros to support these complex side conversations. Creating macros to support multiple requests in a side conversation will allow you to accomplish your goal by applying a single macro. This also gives you an option to have the macro tag the ticket for tracking purposes.

    2. You can use the free Project Management app to create multiple child tickets from one parent ticket.

    If neither of these options work for you, I encourage you to share some more details of your use case in this product feedback thread where others are discussing ways to improve side conversation functionality. Thanks for taking the time to share your thoughts!
    0
  • Marco Antonio Avalos

    Is there a way to create a rich text format template for side conversations in email?

    We are trying to match the format that we have in the emails with side conversations without success.

     

    0
  • DJ Buenavista Jr.
    Zendesk Customer Care
    Hi Marco,
     
    There are certain limitations with the composer of the side conversations: 
     
    • The composer doesn’t support inline images. You can, however, add images as attachments.
       
    • If you paste complex rich text into the composer, you will likely lose some formatting.
       
    • Rich text and Markdown formatting are not supported in email signatures that appear in side conversations.
       
    You can check our article, Using side conversations in tickets for more information about the editiing format for the side conversations.
     
    Thank you and have a wonderful day ahead!
     
     
    Kind regards,
    0
  • Adam M.

    I agree with Emilie; please allow for attachments in side conversation macro actions. It's currently missing and would be super useful.

    Yes, I am aware I can manually add attachments each time I use the macro. 

    2

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