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More granular permissions for rule creation

Ability to have more granular permissions when it comes to "rule creation". It would be important to have some rule templates/rule types that certain users can create
about 1 year ago in Admin Experience / Other (workflows) / Resource management permissions 0 Backlog

Merge conversation rule trigger

No description provided
almost 4 years ago in Rule trigger 0 Backlog

Add more triggers to require tags rules

Require tag rules currently apply to move and archive actions. It could be useful to offer other options: reply, comment, etc.
over 3 years ago in Rule library 2 Backlog

Manipulating text lists in Dynamic Variables

I have a use case where I match text patterns in a message body (like ORDER-{digits}) and want to convert all matches to markdown links ( `[ORDER-123](https://example.com/orders/ORDER-123)` ) Right now this is not supported - as there's no way to ...
2 months ago in Advanced rule conditions and actions / Smart rules / 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 ...
over 1 year ago in Workflows 1 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).
over 1 year ago in Custom fields / Views 0 Backlog

Safety nets for agents

This is an entire family of workflows around "I want to prevent something in special circumstances" Identified use cases: - Select a default channel in certain cases (i.e. "you have to use the risk@ channel by default when in the risk inbox") - Bl...
over 4 years ago in AI / AI angel (QA before sending) / Other (workflows) / Workflows 0 Backlog

Message level statusing for SLA rules

Would allow you to better define which messages are considered for SLA's and also give more control over when the SLA timer would start.
over 2 years ago in Insights / SLA / Workflows 4 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.
over 1 year ago in Rule actions 0 Backlog

Retroactive rule

When a rule is created, the end user should be given the option to apply this rule to conversations in the open state in the inbox if they meet the conditions.
about 4 years ago in Rule management 1 Backlog