Some of your options include agents in a certain group, all agents, and only you (the creator). You don’t have to describe a macro, but it makes it easier for agents to retrieve it and determine its purpose. Figure out the best name and description for your macro.Head to “Macros” followed by “Add macro.”.Press the “Workspaces” button and choose your “Agent tools.”.Start your app and access your “Admin center.”.Like personal macros, shared macros take minimal skill to set up. They can simply access a pre-built macro when dealing with a ticket and handle client inquiries faster. They further facilitate customer service by eliminating the need for individual agents to set up the same or similar template and waste time. The name is pretty self-explanatory – shared macros are macros multiple members can use. One of these features is the ability to create shared macros. That said, some features are only available to admins. In other words, any agent in your team can create macros for faster customer service. The ability to create personal macros is universal. Type in the name of your macro and specify the action it’ll perform.Tap the prompt that lets you select all your shared macros.Go to “Agent tools,” followed by “Macros.”.Navigate to your sidebar and choose the “Workspaces” button. ![]() Open Zendesk and head to your “Admin Center.”.
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