Skip to Main Content
ADD A NEW IDEA

Workflows

Showing 124

Introduce temporary breaks as an availability status (other than just Out of Office)

In addition to out of office, a break option would be hand (for lunch breaks, meetings etc.) to ensure communications like chats are not allocated to someone who is temporarily away from their desk.
almost 2 years ago in Teammate availability 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 =
2 months ago in Views 0 Backlog

Custom fields for Channels

While custom fields are currently enabled on the Inbox level, having these fields enabled a step further on the Channel level – the actual email customers use for example – would allow you to dynamically insert phone numbers, names, and other impo...
almost 2 years ago in Custom fields (smart rules) 0 Backlog

Merge conversation rule trigger

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

Line break support for Text column type in rule sets

Add line breaks in Text column type in rule sets, so that it can be properly formatted in actions like adding a comment.
5 months ago in Rule actions 0 Backlog

Notify action to rule templates

Adding a "notify" action to rule templates in the new rule library
over 1 year ago in Notify 0 Already available

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 1 year ago in Workflows 4 Backlog

Assign through rules even if assignee is Out Of Office

No description provided
almost 4 years ago in Assign 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...
almost 4 years ago in AI / AI angel (QA before sending) / Other (workflows) 0 Backlog

Allow a user to send a message only if certain criteria are met

There is currently no way to prevent a user from sending a message. Some examples could be: allow only if the conversation has the tag "approved" block sending to external domains if the conversation has the tag "internal" only allow account manag...
11 months ago in Rule library 0 Backlog