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Workflows

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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 3 years ago in AI / AI angel (QA before sending) / Other (workflows) 0 Backlog

Integrate Time Off Planner with External HR Systems

During a product roadmap presentation, Carter from Edge Logistics mentioned it would be great if the Time Off feature for shifts integrated with external HR systems like Paylocity Link to Gong clip: https://us-18905.app.gong.io/call?id=31715033328...
11 months ago in Teammate availability 0 Backlog

Front Views 'Select all inboxes' option

Looking for the ability to select all inboxes when creating a view so that the view captures a single tag across all current inboxes and any future inboxes that I have in the future. Currently, I would have to scroll through and manually select al...
over 1 year ago in Views 0 Backlog

Rules: Condition to detect if an email was auto-generated

As an admin, I would like to create a rule that detects auto-generated emails (such as those sent via mailing lists, auto-replies, etc), and treat these message with a different priority to messages sent by humans. Ideally, I would have a rule con...
11 months ago in Rule conditions 0 Backlog

Merge conversation rule trigger

No description provided
about 3 years ago in Rule trigger 0 Backlog

Assign through rules even if assignee is Out Of Office

No description provided
over 3 years ago in Assign 0 Backlog

Better language detection

We use a library, this probably means looking for a better one\.
over 3 years ago in Rule conditions 0 Backlog

Automatically remove CSAT Survey rule tags after a user defined amount of time

Currently customers don't have a way to automate the removal of tags used in CSAT rules that send survey templates in app. This causes issues when customers have a large amount of conversations that use a channel type that does not typically creat...
10 months ago in CSAT / Workflows 0 Backlog

Ability to trigger rules when a teammate becomes OOO

Example: WHEN "Inbox Owner" is OOO, THEN "Notify Teammate"
over 1 year ago in Workflows 1 Backlog

Rule description

Add a "description" field to rules to explain what they do, why they were created, who is responsible for their maintenance, etc.
about 2 years ago in Rule management 0 Backlog