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Rules for Discussions

Adding the ability to apply rules to Discussions in the same way rules can be applied to messages in inboxes. A new trigger for "discussion is added" or something along those lines so we can auto-tag/assign/archive discussions following the same w...
over 1 year ago in Workflows 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.
over 3 years ago in Auto-reply 0 Backlog

Rules action - Merge contacts

Rule action to merge the contact to an existing one (for channels that are not emails, using a different handle like chat).
6 months ago in Workflows 0 Backlog

Request to Increase Recipient Limit for Sequences

For users with a dedicated SMTP server, please consider increasing the cap for sequence recipients beyond the current 200. This would provide a smoother experience and reduce the operational burden for users who regularly communicate with larger c...
12 months ago in Outbound/Sequences 0 Backlog

Conversation custom fields in Views

Add conversation custom fields as a filter in saved views. Today we have only 2 view filters (assignee and tags).
8 months ago in Custom fields / Views 0 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.
about 1 year ago in Teammate availability 0 Backlog

Be able to 'Add Conversation Subscriber' as a rule action

When a Conversation or subset of teammates need management oversight, it would be nice to be able to automatically subscribe a Teammate to a Conversation with rules. Right now, notifications serve as partially good, but when the conversation is be...
over 1 year ago in Workflows 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 ...

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 ...
8 months ago in Workflows 1 Backlog

"Snooze conversation" rule action

Ability to snooze a conversation from rules.
over 3 years ago in Missing core rule actions 5 Backlog