ADD A NEW IDEA

Workflows

Showing 170

Macro action to send a draft message

Hello, I would like Macros to be able to SEND a message to a customer. This would help me, in 1 clic, do the following actions :- send the message - set status to "waiting"- snooze for X days
2 months ago in Macros 0 Backlog

Multi-select dropdown field type for Collect teammate answers in macros

Allow multi-select dropdown prompt type as a teammate answer option in macros, so that teammate can select multiple values in the dropdown.
10 months ago in Macros 0 Backlog

New [Is out-of-office] Teammate property for Dynamic Variables

Have a new [Is out-of-office] Teammate property to use in Dynamic Variables, in addition to [Is available] which returns false whether the status is Busy or Out-of-office.
about 1 year ago in Smart rules 0 Backlog

Update custom field value: add option for [Once] or [Always]

Hi Team, I would like to propose an enhancement to the rules engine—specifically, the ability to control how frequently a Conversation custom field is updated. It would be helpful to have a variable or condition that lets us specify whether a cust...
3 months ago in Rule actions 0 Backlog

Library and templates for company rules

Open rule templates to individual and company rules for a more seamless and accurate rollout. Example use cases: main Highway use case revolves around using the rules and macros in a personal inbox. The rules and connectors we published are only s...
10 months ago in Company rules / Rule library 0 Backlog

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

Create Rule From Selected Message in the inbox

Starting the Rule Creation Process from an Example Message would Improve Workflow Given, rules are designed to manage what happens to a particular type of incoming message, it would be logical to start the process of rule create using an example m...
over 1 year ago in Workflows 1 Backlog

Inbox experience: view pending time-delayed rules in conversation activities

Being able to see triggered (but not yet run) rules inline with actions would be great so we can know (at a glance) if something may happen to a ticket, both for just general knowledge sake, but also debugging purposes. Even better if there was a ...
3 months ago in P3 display / Time-based options 0 Backlog

Rule condition: if recipient is in Bcc field

Most of the time we're bcc'd by a customer, it is spam or a phishing attempt. I wish front could alert us natively via an obvious tag in the app (vs requiring us to create rules for hundreds of inboxes). Thanks!
3 months ago in Rule conditions / Tags 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