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Workflows

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238 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.
about 2 years ago in Workflows 5 Backlog
107 VOTE

Assign Due Dates to Conversations

It would be great if a teammate could assign a Due Date for when a reply needs to go out for a specific conversation. We could tie in the Due Date with existing SLA rules, or issues notifications if the Due Date passes without a response from the ...
over 1 year ago in Admin Experience / Custom fields / Workflows 1 Backlog
107 VOTE

Configure business hours and shifts as a calendar

Instead of "From 9 to 5 from Mon to Fri", be able to say "From 9 to 5 from Mon to Fri, except on Dec 25, Jan 1, etc". This allows to take plan for holidays, teammate PTOs, company events, etc.
over 4 years ago in Admin Experience / Calendar - other / Workforce management 12 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. This applies to the CSAT rule template too.
over 4 years ago in Auto-reply / Rule actions 2 Backlog

Option to assign through rules or keep assignment even if assignee is Out Of Office

When a teammate’s status is set to Out of Office, provide an option to allow new conversation assignments from rules and prevent unassigning existing conversations when new activity occurs.
over 4 years ago in Assign 1 Planned

Ability to use "reply-to" fields in rules

Use the "reply-to" field for auto replies instead of the "from:" field.
over 4 years ago in Auto-reply 3 Backlog

"Snooze conversation" rule action

Ability to snooze a conversation from rules.
about 4 years ago in Missing core rule actions 8 Backlog

Improvements to Shift scheduling

Rather than only supporting recurring weekly shifts, add calendar shifts so that customers can plan holidays, changes in schedule week over week, etc.
over 4 years ago in Teammate availability / Workforce management 1 Backlog

Allow rules and macros to "reply all"

Allow rules to reply all instead of replying to the sender.
about 4 years ago in Auto-reply 3 Backlog

Macros available in Company settings

Ability to create macros at the company level, allowing them to be deployed across multiple workspaces and initiated from individual inboxes.
11 months ago in Macros 0 Planned