Skip to Main Content
ADD A NEW IDEA

Workflows

Showing 119

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

Apply logic rules to CSAT in signatures - to prevent it appearing for certain domains

We currently use CSAT survey in our collegues signatures. However i want to prevent this from appearing when we email certain domains (for instance internally. Having the ability to apply logic to say "Only show CSAT score link when X tag is visib...
10 months ago in CSAT - Customisation - Survey / Workflows 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.
almost 2 years ago in 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.
almost 2 years ago in Outbound/Sequences 1 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

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...
almost 2 years 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
almost 2 years 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 ...
almost 2 years 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"
almost 4 years ago in Load balancing 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.
about 1 year ago in Other (workflows) 0 Backlog