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Macro for Approver (Template)



Posted Mar 06, 2025

Hi,

 

is there any way to create a Macro, to start a Approver Session with Template instead  ofalways search manually for names / add similar subjects ad text?

I want quick Approve / Request Actions here.

Thanks.


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5 comments

I absolutely second this. We have twenty six different organizations in environment, each with 3 or more approvers. The ability to use a Macro to set up approval requests to the right person would be critical for our adoption of this feature.

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Thanks for the feedback, Tobias. The approval template is not in EAP, but it is a good feedback that will be certainly considered in future developments.

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Check how Side-Conversation is implemented here. It can easy use in Macro and “Macro_ID” can easy be triggered by API Button. For example:

We can have an AI Internal Comment say “Sentiment is bad, please ask Teamleader for Voucher / Discount Approval".

Agent can execute Macro: “Approval - Discount” this trigger automatic a Approval Request on that Ticket to dedicated people OR GROUP with pre-text we can fill out in Macro (Dynamic Content Support + Custom Fields can be added).

This is for us a MUST HAVE to launch App, without all API.

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+1!! 
Need to be able to create approvals via macro (and triggers).

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image avatar

Francis Casino

Zendesk Customer Care

Hello Izabella!
 
Thank you so much for your wonderful comment! We’re excited to let you know that we will absolutely keep this in mind for our future developments.

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