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create a recipient folder in Front to re-use the same list for a sequence

instead of importing everytime a new recipient list, being able to re-use the same list through a folder in sequences.
12 months ago in Contacts / Outbound/Sequences 0 Backlog

Required Tagging feature for personal email inboxes

We need to be able to see how many client facing emails are worked in an agents personal email box vs. personal/spam emails.
12 months ago in Other (workflows) / Triage - get to inbox 0 0 Backlog

More meaningful API rules endpoint results

When calling the fetch rule API endpoint, you are returned with minimal information (name and actions). It would be more ideal if there was reusable information fields such as which inbox is being impacted (inbox ID) and which tags are being appli...
about 1 year ago in Workflows 0 Backlog

cc or sender rules based on account

As an administrator, I would like to set the following rule: If message received in any inbox AND to OR cc recipients are part of an accountassign message to account owner The reason is we have several vendors and internal notifications that go to...
about 1 year ago in Workflows 0 Backlog

Shared Inbox Company Rules

Would love to have the ability to generate company rules, such as SLAs, company wide but geared towards specific shared inboxes. The intention is to create uniformity in company based rules as opposed to individual shared inbox rules.
about 1 year ago in Workflows 0 Backlog

Granular assignment limits

Giving Admins the ability to set complex limits such as “assign up to 1 chat and up to 5 emails to this teammates"
about 3 years ago in Load balancing 0 Backlog

New tools to recognize phishing attempts.

Due to an increase in phishing emails lately and a possible influx of more capable attempts with the advancements in AI tech it's important to make sure there are processes in place to catch them before they can cause issues. The idea is a new rul...
about 1 year ago in Rule actions 0 Backlog

Sequence From Channel Selector Size

Currently the dimensions of the Sequence Edit and New Sequence modal/popup is very narrow and not resizable. When trying to select a From channel for sending, we cut of the ending with ... as a "there is more here" indicator. With dimensions avail...
about 1 year ago in Outbound/Sequences 0 Backlog

Assigning Team rules to personal inboxes too

Admins to be able to select which personal inboxes a Team rule should also apply to directly from the ‘Edit rule’ page (as opposed to having to create separate rules from each personal inbox). For instance, if I want to create a new Team rule in a...
about 1 year ago in Workflows 0 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 1 year ago in Custom fields (smart rules) / Message templates 0 Backlog