ADD A NEW IDEA

Workflows

Showing 109

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

Rule debugging: add an activity when a rule could not assign because teammates are out of office

No description provided
over 2 years ago in Rule management 0 Backlog

Send as a new conversation rule action

Instead of replying in the same thread, it can sometimes be beneficial to send it as a new conversation
over 3 years ago in "Create new conversation" actions 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"
over 3 years ago in Load balancing 0 Backlog

Sequence Email Address View extended

Currently, I cannot see more than about 19 characters of the To: emails when creating a Sequence. My organization has many emails that start the same which makes it difficult to select the correct To email for Sequences.
12 months ago in Outbound/Sequences 0 Backlog