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Core Product Experience

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Access runbooks, SOPs, checklists in the conversation

Often times, our staff needs to reference checklists and SOPs that guide them on how to resolve a customer request or to perform an assigned task that came into a shared inbox. Often times our teams have to go to an outside system to find the SOPs...
5 months ago in AI / AI runbooks / Collaborate - work together seamlessly / Linked conversations 0 Backlog

Open Message in inbox if messaged received while sending and archiving

I have missed dozens of important messages because I hit "send and archive" and the client replys back while that is happening. The archive overrides it and I never see the new message until I get a reminder from client or I go looking for it.
about 1 year ago in P3 display / Triage - get to inbox 0 0 Backlog

Todo/task with deadline that can be assigned with reminders

This platform is perfect, if it has a todo/task functionality (with calendar view) it would even better and it works with the existing platform very well. Or allow creation of deadlines for messages so we can use create todo lists outselfs by send...
10 months ago in Core Product Experience 0 Backlog

Pin tag for a teammate after it has been created (not just during creation)

Ability to pin tags from the Edit flow for a tag
about 2 years ago in P1 navigation - left pane 0 Backlog

Snooze for a set day/time

snooze option to set for a set day/time, (i.e. the day you come back from a vacation)
over 1 year ago in Snooze 0 Backlog

Color code calendar events at acceptance

I have been using the color code feature to distinguish my meetings in my calendar by customer/audience in order to prioritize when I am double booked, however I cannot set these colors when accepting an invitation. It would be great if I had the ...
10 months ago in Core Product Experience / Schedule - manage your calendar 0 Backlog

Allow delegates for managing calendar

No description provided
over 3 years ago in Managing/Updating Events 0 Backlog

Linked Conversations support for Discussions

Managers may have an internal discussion about a task list pertaining to an email conversation. Rather than add the task list to the comments of the email conversation, they'd like to create a separate discussion for the task list and link that di...
10 months ago in Core Product Experience / Linked conversations 0 Backlog

Auto Redact Credit Card Information

Customers sometimes send in their complete credit card number, putting themselves and our company at risk for fraud. I have worked with other platforms that auto redact this information prior to the email getting into the inbox.
10 months ago in Core Product Experience 0 Backlog

Improve handling of Forms as a channel, improve form field management

No description provided
10 months ago in Core Product Experience 0 Backlog