Macros (Templated Responses)
You can resolve cases or support issues faster and more efficiently with answer templates. Answer templates (previously known as templated snippets) are reusable messages that can be copied to case or task forms to give users quick and consistent responses or display standard chat response messages in Agent Chat. Macros allow you to add dynamic content, drop-down lists, and fillable fields to templates, in addition to avoiding repetitive actions. For example, macros allow users to create templates with attachments so that they don't have to remember including a specific file every time they compose a particular letter. Instead, you can add information to the message body, fill in the Bcc, Cc, and Subject email sections, and much more.
This software is researched and edited by
Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
