Macro actions enable users to execute multiple actions with a single click. For example, a macro can execute an action to call a customer (click to dial), update the record status (quick update) and then launch a Screen Flow for gathering call details.

To create a 'Macro' action, follow these steps:

1. Navigate to the ‘Message Actions’ Tab (Act On It Lightning App > Application Settings > Message Actions) and click ‘New’.
2. Select the ‘Act On It Template’ Record Type, choose 'Macro' from the available Action Templates, and select 'Next'.

Configure your action button with the following details:

• Action Label: Provide a meaningful name for the action. Customize the button further by selecting an icon from the ‘Icon Selection’ section.
• API Name: Choose a unique name for the action, without spaces or special characters (except underscores). This name helps distinguish between similar actions with a matching label.
• Is Active: If inactive, the button will be disabled for all new and existing messages.
• Is Available: If enabled, the Message Action will be visible in the Message Type Builder.

Use the search to find and select the Message Actions you want to execute. The Macro will execute actions in the order they are selected. 

Macros must consist of a minimum of two and a maximum of five actions, including Flow, Apex, and Act On It actions. 

Choosing a data type will provide access to actions supporting that data type.

Considerations:

• Macros will exit if the user cancels an activity or if any failures are encountered.
• Macro failures can be identified through reporting.
• Macro actions are irreversible, and partial failures cannot be rolled back.
• If tracking is enabled for the action, the Completion Date/Time is set when the final Macro action executes successfully.

Once you have chosen your actions, your macro is now ready to be applied to any Message Type with a matching data type. Admins have control over which actions are accessible to users via their User Settings.