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Use existing message templates in chatbot flow

We already have live chat message templates that address commonly asked inquiries. We'd like to be able to use them directly in the chatbot flow instead of having to replicate them manually.
almost 2 years ago in Chatbots 0 Backlog

Allow contact data clean-up to be activated independently of auto-trash feature

Our current data retention policy feature allows conversations to be automatically hard-deleted after a period of time, and then associated contact data is cleaned up when all related conversation data has been deleted. This improvement would allo...
almost 2 years ago in Data retention 0 Backlog

Clearly list which tags have been added in a rule.

When creating a rule for a workspace that has many tags, the tags you've added to the rule are not easily identified. Please see an example screenshot from a customer who is having difficulties identifying the tags which have been added to their r...
almost 2 years ago in Workflows 0 Backlog

More color options for team inboxes

It'd be great to have more color options for team inboxes than the current limit. For firms that have many team inboxes, this can be helpful to easier categorize their sidebar and review incoming emails via the email's dogear color in the corner.
12 months ago in Collaborate - work together seamlessly 0 Backlog

Hubspot integration - Log conversation as one e-mail chain in Hubspot

Currently, when logging a conversation in Hubspot through a rule every message is logged as a different message.Would be nice to be able to log them as a single conversation.
almost 2 years ago in Existing integrations 1 Backlog

Mobile Calendar - See more than 3 days

No description provided
over 1 year ago in Schedule - manage your calendar 0 Backlog

Automatically remove CSAT Survey rule tags after a user defined amount of time

Currently customers don't have a way to automate the removal of tags used in CSAT rules that send survey templates in app. This causes issues when customers have a large amount of conversations that use a channel type that does not typically creat...
over 1 year ago in CSAT / Workflows 0 Backlog

Expose Conversation Custom Fields to Plugin SDK

Right now if we need to access custom fields on a Conversation via the Plugin SDK, we need to issue a server-side API request to GET /conversations/:id. It would be helpful to expose conversation custom fields to the Plugin SDK in the same way as ...
12 months ago in SDK 1 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

Ability to verify chat visitor identity using fields besides email

Currently the Chat SDK allows you to verify chat visitor identity using email only. This would allow you to verify chat visitor identity using other fields like phone number or user ID.
over 2 years ago in Live Chat 0 Backlog