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Personal and group macros

Updated Nov 6, 2026

Macro typeWho creates itWho sees it
PersonalAny agentOnly that agent
GroupTeam leads and adminsMembers of the chosen groups
SharedAdminsEveryone

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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