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Use macros for faster, consistent replies

Macros are reusable actions that help agents handle common conversation patterns quickly and consistently.

Where to find it​

Open Settings → Productivity → Macros.

When to use macros​

Use macros when your team repeatedly performs the same sequence, such as:

  • Asking for missing account details
  • Sending verification or next-step instructions
  • Escalating to a specialist workflow
  • Applying labels and setting priority in one action

Create a macro​

  1. Open Settings → Productivity → Macros.
  2. Select Create macro.
  3. Name the macro clearly by intent.
  4. Add the actions the macro should run.
  5. Save and test on a non-critical conversation.

Macro design guidelines​

  • Keep each macro focused on one clear outcome.
  • Prefer short, explicit text over long generic responses.
  • Avoid overlapping macros that do nearly the same thing.
  • Review usage monthly and retire low-value macros.

Tips for safe rollout​

  • Start with high-volume use cases first.
  • Keep one owner for macro quality and naming.
  • Validate macro behavior after UI or workflow changes.

📷 Image (optional): Macro list and create flow
Why: Helps teams understand how to create and organize macros before broad rollout.
File: docs/images/inbox-macros-list-create.png
AI prompt: "Clean product documentation screenshot of OXVO Settings Macros page with macro list, create button, and a macro editor panel showing actions and response text; modern SaaS UI, neutral background, high contrast, crisp typography, OXVO branding only, synthetic data, 1600x1000."