Skip to Main Content
ADD A NEW IDEA

Workflows

Showing 159

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

No description provided
over 3 years ago in Rule management 0 Already available

SLA rule on "last unreplied message"

SLA rules work on "oldest unreplied message". This makes sense because that's how long the end customer has been waiting. But some use cases require it to work on "last unreplied message".
over 3 years ago in SLA 0 Backlog

SLA rule counting only until first reply to conversation

Some customers have SLA only for the first message, we would need First Reply Time Goals specifically.
over 4 years ago in Advanced rule conditions and actions / SLA 1 Already available

More granular permissions - disable field editing or other actions such as "reply"

Disable field editing to keep single source of truth in CRM as native sync from Hubspot or Salesforce for example are only one way batches. So if a user edits a contact field this wont be reflected in hubspot and when the next batch syncs, their c...

Smart QA score in a dynamic variable

Enable workflows based on the result of a smart QA evaluation
about 1 month ago in AI / Insights / 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...
about 2 months ago in Rule actions 0 Backlog

Collect teammate answer: form to Front switching with autosave

The collect teammate answer form is a really cool feature but we've encountered some usability issues when the popup opens which hinder us from using it more. We want to let our colleagues fill in quite a few fields as we are planning to take cert...
2 months ago in Macros 0 Backlog

Macros: [Archive for specific teammates] action

As a user, for the same reasons that Archiving and unsubscribing specific users in a rule is useful, I want to be able to do this for a Macro. For example, when moving a conversation from Inbox A to Inbox B. Even if some participants on the conver...
3 months ago in Macros 0 Backlog

SLA rule testing

We would need to be able to test SLA rule on some conversations. Same as we can do with other rules set up. It will help to understand why one the condition set up does not work specially when you have lots of conditions and words.
6 months ago in Workflows 0 Backlog

Loops in rules to process multiple items in a list

Ability to set a looping logic for rules to process multiple items in a list. E.g. split an array to send an app request for each item in the array.
7 months ago in Workflows 0 Backlog