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My votes: Workflows

Showing 172 of 2069

Smart QA score in a dynamic variable

Enable workflows based on the result of a smart QA evaluation
3 months ago in AI / Insights / Workflows 0 Backlog

Views by Account

As a user, I need the ability to create a view by account (or domain) so I can view all comms with a certain customer in one place - and save that view (running the same search over an over again is not sufficient)
about 2 months ago in Admin Experience / Views 0 Backlog

create Views with the API

No description provided
7 months ago in Core API / Views 0 Backlog

Macros: Default value in "Collect Teammate Answer" form

I'm building a Macro and want to provide a default value in a "Collect Teammate Answers" form. An example of how this could be used;I'm building an escalation workflow. The teammate should pick from a "Priority" enum field (High, Normal, Low) - I ...
7 months ago in Macros 0 Backlog

Increase the number of pinned views in the sidebar

Increase the amount of views pinned to the sidebar to be more than 50 this is really helpful to maintain the organization of the workflow =
10 months ago in Views 0 Backlog

Enable Load Balancing for Rule Set

Load Balancing simply isn't offered in rule sets yet. This would be a plus.
about 2 years ago in Workflows 0 Backlog

Add dynamic CC email addresses to [Reply using message template] rule action

Would like the ability to CC in external and internal emails based around rules criteria. We have customers that request we add specific contacts to their email chains. This functionality would allow us to automate and ensure 100% compliance in ad...
4 months ago in Rule actions 0 Backlog

Collect teammate answers: support images and attachments

Collecting attachment as answers to specific fields while triggering a macro, for easy handoff/escalation to another team Use TIC to upload an attachment Use macro action(s) to use the attachment
5 months ago in Macros 0 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).
over 1 year ago in Workflows 0 Backlog

Be able to 'Add Conversation Subscriber' as a rule action

When a Conversation or subset of teammates need management oversight, it would be nice to be able to automatically subscribe a Teammate to a Conversation with rules. Right now, notifications serve as partially good, but when the conversation is be...
over 2 years ago in Workflows 0 Backlog