ADD A NEW IDEA

Workflows

Showing 103 of 1459

OOO status should allow re-assignment but no new assignments

OOO status to allow conversations that were once assigned to a teammate to be re-assigned, but no new conversations to be assigned.
about 1 year ago in Teammate availability 1 Backlog

Customer portal for ticketing system

We are aware that we have conversation codes. But it would be nice and organized to have an internal ticketing system that queues the incoming emails and provides a ticket number to the customers and a portal our customers could access to track pr...
12 months ago in Workflows 0 Backlog

Sortable rule set data

It would be good to be able to sort and change the order of the various rows within the Rule Set Data for Rule Sets. We are setting up a Master Rule Set for one of our teams to auto tag and assign messages received - this will end up having a lot ...
3 months ago in Workflows 1 Backlog

Update the content of message when forwarding, replying or sending to slack with rules

Would be useful to have just the important info that the next team needs based on the information the previous team has compiled.
about 2 months ago in Rule actions 0 Backlog

Allow a user to send a message only if certain criteria are met

There is currently no way to prevent a user from sending a message. Some examples could be: allow only if the conversation has the tag "approved" block sending to external domains if the conversation has the tag "internal" only allow account manag...
3 months ago in Rule library 0 Backlog

Select channel when replying or forwarding with rules

Ability to change the channel used when replying or forwarding with rules. This useful when a conversation moves around multiple inboxes with different channels.
about 3 years ago in Auto-reply 0 Backlog

Make Automatic Unassign when OOO Optional

Some users like using the snooze function. But we may have a bit of trouble if something is snoozed but reappears while the assigned person is Out of office status. Then the thread is unassigned and we can lose track of it. Not a big emergency but...
about 1 year ago in Assign 1 Backlog

Admins can create team vacation responders

Admins can specify when a team will be on vacation and define the dates and responder. This could be achieved by selecting certain teammates, or potentially an inbox setting.
10 months ago in Teammate availability 0 Backlog

Permission to manage teammate availability status

If a teammate forgets to mark themselves OOO, then it will disrupt the team's workflows and assignment rules. Today, only a company admin or teammate with 'Teammate - Invite/Manage' permission can change another user's OOO status. By adding a new ...
11 months ago in Increase granularity of admin permissions / Teammate availability 0 Backlog

Notify action to rule templates

Adding a "notify" action to rule templates in the new rule library
7 months ago in Notify 0 Already available