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Macro

Operations

Why it matters

Around 60 to 70 percent of inbound questions in any SME support queue are repeats: shipping status, password help, refund-policy explanations, opening-hours queries. A team that types the same reply 80 times a week burns through agent time and lets typos and tone drift creep in. Macros standardise the reply so everyone says the same thing, the same way, the first time.

The pitfall is treating macros as set-and-forget. A macro written 18 months ago referencing a discount that no longer runs, or a returns policy that has since changed, becomes a misinformation risk the moment it is triggered. Treat macros as living documents: review them quarterly, version them, and let agents flag a stale macro inline.

The other risk is the over-eager agent who fires a macro without reading the ticket. The macro template should require at least one variable substitution (the customer's name, the order number, the specific issue) so the agent has to engage with the ticket before sending. A macro that ships with no required fields invites lazy use.

How KimonDesk handles it

KimonDesk macros are part of the same automation engine that powers SLAs and routing rules, configured from a single workflow builder. Agents see a slash-menu in the reply box: typing /refund-process inserts the macro inline with placeholders for the customer name, order ID, and refund amount. Required fields cannot be skipped.

Macros can also bundle actions: send the reply, add a refund-issued tag, set status to "pending finance", and notify a Slack channel. Admins see a macro-usage report showing which templates fire most often and which produce the lowest CSAT, so the team knows where to invest in better phrasing or where to retire a stale template entirely.

Read more about automation in KimonDesk, or see how routing rules trigger macros automatically when intent matches.

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