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create Views with the API

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7 months ago in Core API / Views 0 Backlog

Macros: Default value in "Collect Teammate Answer" form

I'm building a Macro and want to provide a default value in a "Collect Teammate Answers" form. An example of how this could be used;I'm building an escalation workflow. The teammate should pick from a "Priority" enum field (High, Normal, Low) - I ...
7 months ago in Macros 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...
3 months ago in Rule actions 0 Backlog

Increase the number of pinned views in the sidebar

Increase the amount of views pinned to the sidebar to be more than 50 this is really helpful to maintain the organization of the workflow =
10 months ago in Views 0 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
5 months ago in Macros 0 Backlog

Enable Load Balancing for Rule Set

Load Balancing simply isn't offered in rule sets yet. This would be a plus.
about 2 years ago in Workflows 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...
4 months ago in Macros 0 Backlog

End shifts in the busy status

Set up shifts so that teammates are set as "Busy" X min before the end of their shifts, in order to allow for a smoother end of work transition. This way, teammates can finish their work without getting assigned brand new conversations that will r...
about 1 year ago in Admin Experience / Workforce management 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).
over 1 year ago in Workflows 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 2 years ago in Workflows 0 Backlog