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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
RJ Hines
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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Rahul Narsinghani
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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Tobias Hermanns
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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Izabella Hammar
+1!!
Need to be able to create approvals via macro (and triggers).
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