ADD A NEW IDEA

Smart rules

Showing 8 of 1745

Rule sets to support dropdown custom fields

I think it would be beneficial for rule sets to support dropdown menu custom fields
about 1 month ago in Custom fields (smart rules) / Smart rules 0 Backlog

New [Is out-of-office] Teammate property for Dynamic Variables

Have a new [Is out-of-office] Teammate property to use in Dynamic Variables, in addition to [Is available] which returns false whether the status is Busy or Out-of-office.
8 months ago in Smart rules 0 Backlog

Convert string to teammate group (using teammate group name)

No description provided
over 1 year ago in Smart rules 0 Backlog

Add contact notes to dynamic variables in rules

When a request comes in from a known content it would be nice to extract the notes from a contact and paste them into the conversation as a comment so all context stored in a Contact is immediately viewable by the agent. It would save time clickin...
about 2 years ago in Smart rules 1 Backlog

Custom variable for due dates

It would be nice to send a task to a client and have the dates due already populated using a variable within an email template. For example, "Please complete this by {{date.2 calendardays}}"
about 2 years ago in Custom fields (smart rules) / Message templates 0 Backlog

Custom fields for Channels

While custom fields are currently enabled on the Inbox level, having these fields enabled a step further on the Channel level – the actual email customers use for example – would allow you to dynamically insert phone numbers, names, and other impo...
about 2 years ago in Custom fields (smart rules) 0 Backlog

Time-based dynamic variables

Example use case: In building some rules/macros, I want to access the current timestamp. For example, I want to create a tag prefixed with the current date; "[2025-03-25] {generated-tag-name}". At present, you can fetch a timestamp from attributes...
over 2 years ago in Smart rules 0 Backlog

Duration-type dynamic variables & custom fields

Introduce duration fields in rules to power time-sensitive workflows. For example: Add a "SLA target" custom field on the account to support a customer-specific SLA targets Have a "contract renewal date" custom field and use dynamic variable to fi...
over 3 years ago in Smart rules 0 Backlog