Skip to Main Content
ADD A NEW IDEA

Workflows

Showing 102

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).
2 days ago in Workflows 0 Backlog
137 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...
about 1 year ago in Rule management / Workflows 1 Backlog

Update the content of message when forwarding, replying or sending to slack with rules

Would be useful to have just the important info that the next team needs based on the information the previous team has compiled.
5 days ago in Rule actions 0 Backlog

Sequence updates

Update sequence functionality to provide additional information around open rate, bounce rate, etc.
17 days ago in Outbound/Sequences 0 Backlog

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.
11 months ago in Workflows 0 Backlog

Conversation custom fields in Views

Add conversation custom fields as a filter in saved views. Today we have only 2 view filters (assignee and tags).
about 2 months ago in Custom fields / Views 0 Backlog

Allow a user to send a message only if certain criteria are met

There is currently no way to prevent a user from sending a message. Some examples could be: allow only if the conversation has the tag "approved" block sending to external domains if the conversation has the tag "internal" only allow account manag...
about 1 month ago in Rule library 0 Backlog

Sortable rule set data

It would be good to be able to sort and change the order of the various rows within the Rule Set Data for Rule Sets. We are setting up a Master Rule Set for one of our teams to auto tag and assign messages received - this will end up having a lot ...
about 1 month ago in Workflows 1 Backlog

SLA - Resolution time

SLA rules and analytics based on resolution time (not response time)
3 months ago in Insights / 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.
11 months ago in Company rules 1 Backlog