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Workflows

Showing 105 of 1521
202 VOTE

See how a rule works during rule creation

As an Admin, I want to be able to create a rule and immediately see how it impacts my inbox while I am creating the rule, so that I don't need to wait a few days to better understand whether it's behaving in the way that I need it to behave. Pleas...
over 1 year ago in Rule management / Workflows 1 Backlog
123 VOTE

Ability to copy rules

Provide the ability to copy rules instead of having to start custom rules from scratch every time and provide the ability to copy rules to other workspaces.
over 1 year ago in Workflows 3 Backlog

More granular permissions for rule creation

Ability to have more granular permissions when it comes to "rule creation". It would be important to have some rule templates/rule types that certain users can create
about 1 month ago in Admin Experience / Other (workflows) / Resource management permissions 0 Backlog

Customer portal for ticketing system

We are aware that we have conversation codes. But it would be nice and organized to have an internal ticketing system that queues the incoming emails and provides a ticket number to the customers and a portal our customers could access to track pr...
about 1 year ago in Workflows 0 Backlog

SLA - Resolution time

SLA rules and analytics based on resolution time (not response time)
8 months ago in Insights / Workflows 0 Backlog

Rules action - Merge contacts

Rule action to merge the contact to an existing one (for channels that are not emails, using a different handle like chat).
5 months ago in Workflows 0 Backlog

The ability to view & search within all rules that a company has

Giving admins the ability to have a top-down view of all rules that their company has. Would allow admins to search for specific rules based on their conditions.
over 1 year ago in Company rules 1 Backlog

OOO status should allow re-assignment but no new assignments

OOO status to allow conversations that were once assigned to a teammate to be re-assigned, but no new conversations to be assigned.
over 1 year ago in Teammate availability 1 Backlog

Rules for Discussions

Adding the ability to apply rules to Discussions in the same way rules can be applied to messages in inboxes. A new trigger for "discussion is added" or something along those lines so we can auto-tag/assign/archive discussions following the same w...
over 1 year ago in Workflows 0 Backlog

Select channel when replying or forwarding with rules

Ability to change the channel used when replying or forwarding with rules. This useful when a conversation moves around multiple inboxes with different channels.
over 3 years ago in Auto-reply 0 Backlog