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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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4 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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