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Workflows

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163 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

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).
about 1 month ago in Workflows 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.
about 1 year ago in Workflows 1 Backlog

Add "Time of the day is" as Rule Trigger

The existing time criteria all exist as conditions to rules rather than triggers. For an overnight coverage use case it would be extremely helpful to have a time-based trigger be capable of taking action on a conversation. "When the clock strikes ...
29 days ago in Time-based options 0 Backlog

SLA - Resolution time

SLA rules and analytics based on resolution time (not response time)
4 months ago in Insights / 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).
3 months ago in Custom fields / Views 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.
12 months ago in Company rules 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.
about 1 month ago in Rule actions 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 ...
3 months ago in Workflows 1 Backlog

Request to Increase Recipient Limit for Sequences

For users with a dedicated SMTP server, please consider increasing the cap for sequence recipients beyond the current 200. This would provide a smoother experience and reduce the operational burden for users who regularly communicate with larger c...
7 months ago in Outbound/Sequences 0 Backlog