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Workflows

Increase visibility of channel names in sequence creation modal

Problem The Sequence Create/Edit modal is narrow and non-resizable, causing From channel names to be truncated with ellipsis, making it difficult to select the correct channel when many channels exist with similar names. Request Expand or make res...
over 3 years ago in Outbound/Sequences 0 Backlog

Apply team rules to personal inboxes

Problem Team rules only apply to team inboxes. When an admin wants a rule to apply to both the team inbox and certain teammates' personal inboxes, they must create duplicate rules for each personal inbox. Request Allow admins to select which perso...
over 3 years ago in Workflows 0 Backlog

Custom variable for due dates

It would be nice to send a task to a client and have the dates due already populated using a variable within an email template. For example, "Please complete this by {{date.2 calendardays}}"
over 3 years ago in Custom fields (smart rules) / Message templates 0 Backlog

Set business hours by company

Request Configure business hours on a per-company basis, allowing different companies to operate with their own specific hours.
about 4 years ago in Admin Experience / Workforce management 0 Backlog

Update contact and account fields via rules

Problem Rules can update custom fields but not standard contact or account fields (phone, email, company, etc.). Request Add a rule action to update contact and account default fields in addition to custom fields.
about 4 years ago in Rule actions / Workflows 0 Backlog

Support date/time ranges in automation rules

Problem Automation rules can only be triggered within daily time windows, not for specific date/time ranges. This prevents automating PTO rules or temporarily activating team availability settings. Request Add support for date/time range condition...
about 1 year ago in Rule conditions 0 Backlog