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Macros that surface on a contact

Macros or quick action buttons that we can surface on a contact, account or app object card. If we want to be an operations cross team platform it would beb great to have actions that appear elsewhere in the platform, not just on the conversation....
15 days ago in Macros / Other (workflows) / Rule actions / Workflows 0
107 VOTE

Configure business hours and shifts as a calendar

Instead of "From 9 to 5 from Mon to Fri", be able to say "From 9 to 5 from Mon to Fri, except on Dec 25, Jan 1, etc". This allows to take plan for holidays, teammate PTOs, company events, etc.
over 4 years ago in Admin Experience / Calendar - other / Workforce management 12 Backlog

Detect duplicate conversations & route them

Situation: Support teams can encounter multiple customer requests that are duplicates of previously resolved issues, leading to redundant work and decreased efficiency. Request: Implement a feature that automatically detects and flags duplicate cu...
9 months ago in AI / AI similar conversations / Workflows 1 Backlog

Add "Time of the day is" as Rule Trigger

The existing time criteria all exist as conditions to rules rather than triggers. For an overnight coverage use case it would be extremely helpful to have a time-based trigger be capable of taking action on a conversation. "When the clock strikes ...
about 1 year ago in Time-based options 3 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. This applies to the CSAT rule template too.
over 4 years ago in Auto-reply / Rule actions 2 Backlog

Collect teammate answers: support images and attachments

Collecting attachment as answers to specific fields while triggering a macro, for easy handoff/escalation to another team Use TIC to upload an attachment Use macro action(s) to use the attachment
2 months ago in Macros 0 Backlog

Option to assign through rules or keep assignment even if assignee is Out Of Office

When a teammate’s status is set to Out of Office, provide an option to allow new conversation assignments from rules and prevent unassigning existing conversations when new activity occurs.
over 4 years ago in Assign 1 Planned

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...
about 2 months ago in Macros 0 Backlog

Provide a search function in a 3rd party system to select input in a macro

When choosing a macro to perform an application request, we want the ability to search for an object in a 3rd party system to maintain inputs against, or log inputs against. Example: a prospect, Shippeo, currently have a Gmail extension that allow...
7 months ago in Developer Platform / Macros 0 Backlog

create Views with the API

No description provided
4 months ago in Core API / Views 0 Backlog