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Other (workflows)

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Macros that surface on a contact

Macros or quick action buttons that we can surface on a contact, account or app object card. If we want to be an operations cross team platform it would beb great to have actions that appear elsewhere in the platform, not just on the conversation....
about 1 hour ago in Macros / Other (workflows) / Rule actions / Workflows 0

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
12 months ago in Admin Experience / Other (workflows) / Resource management permissions 0 Backlog

Safety nets for agents

This is an entire family of workflows around "I want to prevent something in special circumstances" Identified use cases: - Select a default channel in certain cases (i.e. "you have to use the risk@ channel by default when in the risk inbox") - Bl...
over 4 years ago in AI / AI angel (QA before sending) / Other (workflows) / Workflows 0 Backlog

Require tag: add new tags to the list automatically

Idea: "select a tag among children tag of tag X" This would be very helpful if you have a "Incident type" list of tag and you add new types as they happen.
almost 3 years ago in Other (workflows) 0 Backlog

Always add a recipient when using a specific message template

No description provided
about 3 years ago in Message templates / Other (workflows) 0 Backlog

Individual rules applying to shared conversations

No description provided
over 3 years ago in Other (workflows) 0 Backlog

Explicit "empty value" cases in rule conditions

Rules to not have explicit No value/NULL cases. It prevents very specific workflows from working ("do X if subject is empty").
over 3 years ago in Other (workflows) 2 Backlog

See "last time used" for message templates in message template list

No description provided
over 2 years ago in Other (workflows) 0 Backlog

Create resources (tags, inboxes) from rule editor

Allow tag and empty inbox creation from the rule editor to speed up creation.
over 4 years ago in Other (workflows) 0 Already available

Export Ruleset Table into CSV with Tag Name and Inbox Name

When you export a ruleset table as a CSV, instead of the inbox ID and tag ID being in the CSV file, show inbox name and tag name.
over 1 year ago in Other (workflows) 0 Backlog