Macros

Purpose: Macros streamline workflows by grouping multiple actions into a single click, reducing repetitive tasks.

Actions: Common actions like tagging, assigning, snoozing, or closing can be grouped and applied at once.

Application:

Managing macros:

Multiple conversations: Macros can be applied to several conversations at once by selecting them in your inbox.

Internal notes: Macros can also be applied to internal notes, useful for escalating conversations.

Limitations: Macros are not fully supported in the mobile app or for social media users (e.g., styling and images may be removed).

Hey First name,

Thanks for reaching out! To set up an additional account, please fill out this form:

👉 Request Additional Account

Once submitted, our team will review the details and get back to you with the next steps. Let us know if you have any questions!

Best,

The OS Team

Hey First name,

Please see the additional pricing article below. The system operates on a wallet credit model, meaning you're charged to add funds to your wallet balance, which is then used for the actions listed in the article.

For reference, $10 covers approximately 12,500 emails & 1,055 SMS segments. You can find the full details, including a complete pricing table at the bottom of the article.

Let us know if you have any questions!

Article Attached:

Hi First name,

Thank you for reaching out!

The "Automated Recharge" feature is designed for messaging credits, including emails and texts. This ensures your account always has pre-loaded credits ready for use. You can learn more about how messaging credits work in this article: Email Pricing

If you have any additional questions or need further assistance, feel free to let us know.

Best regards,

Champ from The OS Team

Hi First name,

Please complete this form and our billing team will be in touch!

Thank you,

Champ from The OS Team

Hi First name,

Thanks for reaching out!

Per our terms of service, we require a cancellation notice at least thirty (30) days prior to the start of the upcoming billing cycle.

You can find the full details of our policy in the linked article here: https://intercom.help/supportos/en/articles/9967251-account-management.

If there’s anything we can assist you with or if you have further questions, please don’t hesitate to let us know—we’re here to help.

Thanks,

The OS Team

Hey First name,

It sounds like you’re considering a downgrade because something isn’t quite working for you.

We don’t allow downgrades for partner or platinum accounts per our terms, but we'd love to get a better sense of what’s behind your decision.

Are you feeling like the cost isn’t matching the value? Or is there something else at play?

Let us know—we're happy to help.

Hey First name,

We appreciate you reaching out. As outlined in our terms and refund policy, all sales are final, and we do not process refunds.

For full details, please review our refund policy here: Refund Policy

That being said, what can we do to best support you in maximizing your OS investment? Let us know how we can help!

Best,

Champ

The OS Team

Hi First name,

Thanks for your message!

As outlined in our terms of service, we do not allow account transfers from OS to other software or agencies.

For more details, you can view the full policy here: https://teamos.ai/terms-of-service.

If you have any questions or concerns, feel free to reach out—we’re happy to assist.

Thanks,

The OS Team

Hey First name,

Just following up to see if you had a chance to check out our last message. Let us know what you think!

Thanks,

The OS Team

Hi First name,

Thanks for reaching out!

To ensure smooth and effective email delivery, we’ve put together a comprehensive guide on email setup and best practices. It’s important to follow these steps carefully to avoid any issues with your email!

You can find the step-by-step guide here: https://intercom.help/supportos/en/collections/10954238-emails.

Please go through the guide thoroughly, and if you run into any questions or need further assistance, don’t hesitate to reach out—we’re here to help!

Thanks,

The OS Team

Hi First name,

On the left sidebar of your account, you’ll find the "Academy" tab. This tab has several helpful resources to guide you:

Please let us know if you’re able to access these resources or if you need further assistance. We’re here to help!

Thanks,

The OS Team

Hey First name!

We're going to consider this ticket resolved - please open a new ticket if there's support required!

Thank you for building with us.

Hi First name,

We wanted to follow up regarding your open ticket. If we don’t hear back from you within the next day, we’ll go ahead and close this ticket to keep things organized on our end.

If you still need assistance or have any updates to share, feel free to reply to this message, and we’ll be happy to help!

Looking forward to hearing from you.

Thanks,

The OS Team

Hi First name,

We’re here to help! If you’d like to connect with our team directly, you can schedule a support call at your convenience.

Please use the following link to access our support call calendar: https://link.teamos.ai/widget/bookings/ossupportsession

Simply select a time that works best for you, and we’ll be happy to assist with any questions or issues.

Looking forward to speaking with you!

Best regards,

The OS Team

Great!

We'll go ahead and close this ticket for you. If anything else comes up, feel free to reach out by opening a new ticket.

Have an awesome day ⚡️

Hi First name,

Thanks for your message! Our team will review this shortly and get back to you with an update here as soon as possible.

If you have any additional details to share in the meantime, feel free to let us know.

Thanks for your patience!

Best regards,

The OS Team

Hey First name,

Due to OS phone number restrictions, Voice OS accounts operate using a Twilio number for call handling.

We’ve assigned you a number with the same area code as your OS number, and it’s now active in your account.

Inbound calls can be forwarded to this number, and all outbound calls will be made from it as well.

Let us know if you have any questions — happy to help!