Deferred from Stage 05a on 2026-08-30. See stage-05-decisions.md decision 9.
Stage 05a ships canned responses only (/shortcode insertion, {{contact.name}} and {{agent.name}}).
A macro is "canned response + set status + assign + add tag" bundled — a runbook feature. At 1-3 agents the actions a macro would bundle are two clicks already on screen. Original spec:
macro table: id, teamId, name, actions (jsonb: ordered set-status / set-priority / assign / add-tag / reply-with-canned-response), createdByUserId- Runs from the conversation menu and from bulk actions
- Writes exactly one summarizing
activity message, not one per action
Pairs naturally with bulk actions (separate issue).
Deferred from Stage 05a on 2026-08-30. See
stage-05-decisions.mddecision 9.Stage 05a ships canned responses only (
/shortcodeinsertion,{{contact.name}}and{{agent.name}}).A macro is "canned response + set status + assign + add tag" bundled — a runbook feature. At 1-3 agents the actions a macro would bundle are two clicks already on screen. Original spec:
macrotable:id,teamId,name,actions(jsonb: ordered set-status / set-priority / assign / add-tag / reply-with-canned-response),createdByUserIdactivitymessage, not one per actionPairs naturally with bulk actions (separate issue).