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Macros

Customer service agents can use macros to quickly insert predefined messages when responding to common questions or situations in the ticket chat.

Written by Support team

Macros in Claimlane allow teams to save and reuse standard message templates when communicating with customers, retailers, or internal teams.


For example, sending a message to the end consumer confirming that a refund has been approved can automatically move the ticket to a finance status, removing the need for the agent to update the status manually.
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Using macros helps support and operations teams respond faster, maintain a consistent tone, and ensure key instructions or information are included in every message. Macros can be selected directly within ticket communication fields, reducing repetitive typing and minimizing errors in routine responses.

This keeps communication consistent across teams and reduces the need to repeatedly type the same responses.
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