> For the complete documentation index, see [llms.txt](https://help.novatalks.com.ua/en/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.novatalks.com.ua/en/get-started/settings/macros.md).

# Macros

## Macros list

**Macro** - a set of sequential saved actions that run in a dialog and help agents speed up customer service (e.g. assign a tag to a conversation, assign a team, update a custom attribute). With a macro, you can execute all these actions with a single click. 

When agents run a macro, the actions are executed in the defined sequence.

<figure><img src="/files/aNIpVn89zeLCnhQVeqH5" alt=""><figcaption></figcaption></figure>

To create a new macro/edit an existing one, select **Add a New Macro/Edit Macro.**

***

## **Create/Edit a Macro**

<figure><img src="/files/oJhf1K6gSv4yr8sqs0bd" alt=""><figcaption></figcaption></figure>

1. **Macro name**
2. **Library** - a folder that contains a Macro. It is used to organize Macros.
3. **Macro Visibility** **-** availability of a macro for other users:

* Private – only a user who created it has access to a macro.
* Public – available publicly for all users in this account.

{% hint style="info" %}
Public macros can only be created by Administrators.
{% endhint %}

{% hint style="info" %}
Private library can only create a Private Macro.
{% endhint %}

3. **Action** - specifies actions to be performed when the macro is run. Possible actions:

* Assign a team&#x20;
* Assign an agent&#x20;
* Assign a label
* Remove a label
* Remove Assigned Team&#x20;
* Resolve conversation
* Send a message&#x20;
* Send Attachment&#x20;
* Add to:

Private Note - a private note of a conversation in which a macro was run (with sending to the conversation).

Reply section - the Reply section of a conversation in which a macro was run (without sending it to the conversation).

Dialogue note - a dialogue note (with saving to a note), within which the macro was run

Conversation Custom Attributes (text only)

Contact Custom Attributes (text only)

* Add a private note&#x20;
* Send Custom Event (usually used to call a custom NovaTalks script. For instance, the system is set up with a scenario for a chatbot to collect a phone number. You can use a macro to run this scenario. As part of the request, you can specify which parameter values to pass through the  Key/Value fields)&#x20;
* Send Webhook Event (usually used to transfer data to third systems. As part of the request, you can specify which parameter values to pass through the Key/Value fields)&#x20;
* Send Browser Event (used to send data to Dashboard Apps. As part of the request, you can specify which parameter values to pass through the Key/Value fields)&#x20;

You can add multiple actions in sequence. When you run a macro, its actions execute in the order specified in the settings. You can reorder the actions by dragging the handle next to each node.

***

## Library

### Library list

<figure><img src="/files/h7CUdBJvCuDDpHhNiA9H" alt=""><figcaption></figcaption></figure>

**A library** is a folder used to organise macros and make them easier to find. Libraries can also be used to hide unnecessary macros that are included in them or to manage access rights - private or public.&#x20;

The Library List page displays their settings and the option to hide/show Macros that are included in the Library when communicating with clients.

***

### Create/Edit Library

<figure><img src="/files/o4LEBCBhbqiWqqjMaZkL" alt=""><figcaption></figcaption></figure>

1. Library name&#x20;
2. Visibility - the accessibility of the library to other users. It can be:&#x20;

* Private - only the user who created it has access to the library;&#x20;
* Public - available to all users of the account.

{% hint style="info" %}
Public Libraries can only be created by Administrators.
{% endhint %}