Personal and group macros
Updated Nov 6, 2026
| Macro type | Who creates it | Who sees it |
|---|---|---|
| Personal | Any agent | Only that agent |
| Group | Team leads and admins | Members of the chosen groups |
| Shared | Admins | Everyone |
Team leads manage the macros of their own groups under Admin Center, Business rules, Macros, filtered to their groups. Custom roles can grant or remove the right to manage personal, group or shared macros.
When you import from Zendesk, personal macros come over too, owned by the same agents.
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