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Assignment limits for round robin

Similar to what is offered to load balancing, round robin would not assign to teammates that have N open conversations already assigned.
over 3 years ago in Load balancing 0 Backlog

Log attachment in dropbox/drive/etc as a rule action

Add a 3rd party integration action "Log attachment in 3rd party system"
over 3 years ago in 3rd party 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...
over 1 year ago in Smart rules 0 Backlog

Skip a rule if the activity (trigger) is API-created rather than human created

As an Admin, I want the ability to add a rule condition that stops a rule from running if it's triggered by an API rather than human creation.
over 1 year ago in Workflows 0 Backlog

Export Ruleset Table into CSV with Tag Name and Inbox Name

When you export a ruleset table as a CSV, instead of the inbox ID and tag ID being in the CSV file, show inbox name and tag name.
9 months ago in Other (workflows) 0 Backlog

Dynamic groups for use in sequences

Currently, sequences can only be sent to pre-defined, static groups, or individual email addresses. This would be more flexible if groups could be defined dynamically, such as contacts with certain attributes.
over 1 year ago in Outbound/Sequences 1 Backlog

Trigger rules when a conversation is split

When moving a message to a new conversation, there is no base rule trigger to automate actions on the new conversation. This idea suggests adding a new item to rule triggers for when a conversation is created from a split.
about 3 years ago in Rule trigger 0 Backlog

Preference for Assignee Title in Sender Line

After a recent update, when a conversation is assigned to the user the format of the heading of the conversation of the assignee in the side panel is now "Sender > me" previous to the update it was "Sender > FirstName LastName". I'm requesti...
over 1 year ago in Assign / Assigning 0 Backlog

Be able to set the "time passed since trigger" in a rule by days instead of only hours or minutes

I'd like to be able to automatically follow up with my customers shorly before their quote expires. Our quotes are vaild for 60 days so the current set up of following up withing hours isn't useful for me
over 1 year ago in Rule conditions 0 Backlog

Delete comments made by a rule

Giving users the ability to delete a comment made by a rule. At the moment, only comment owners can remove these comments which means if they are posted by a Front rule, nobody can delete them. We want to give the opportunity for a company and/or ...
over 1 year ago in Workflows 0 Backlog