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Workflows

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Assigning Team rules to personal inboxes too

Admins to be able to select which personal inboxes a Team rule should also apply to directly from the ‘Edit rule’ page (as opposed to having to create separate rules from each personal inbox). For instance, if I want to create a new Team rule in a...
about 1 year ago in Workflows 0 Backlog
174 VOTE

See how a rule works during rule creation

As an Admin, I want to be able to create a rule and immediately see how it impacts my inbox while I am creating the rule, so that I don't need to wait a few days to better understand whether it's behaving in the way that I need it to behave. Pleas...
about 1 year ago in Rule management / Workflows 1 Backlog

Dynamic groups for use in sequences

Currently, sequences can only be sent to pre-defined, static groups, or individual email addresses. This would be more flexible if groups could be defined dynamically, such as contacts with certain attributes.
about 1 year ago in Outbound/Sequences 1 Backlog

Custom variable for due dates

It would be nice to send a task to a client and have the dates due already populated using a variable within an email template. For example, "Please complete this by {{date.2 calendardays}}"
about 1 year ago in Custom fields (smart rules) / Message templates 0 Backlog

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.
about 1 year ago in Teammate availability 0 Backlog

OOO status should allow re-assignment but no new assignments

OOO status to allow conversations that were once assigned to a teammate to be re-assigned, but no new conversations to be assigned.
about 1 year ago in Teammate availability 1 Backlog

Remove Participants as an option for the Move Action in rules

We currently have options when moving conversations with a rule for Restricting participants or Keeping them. Having the option to "remove all participants" from a conversation would allow for a conversation to be moved to another inbox "fresh", a...
about 1 year ago in Rule actions 1 Backlog

Preference for Assignee Title in Sender Line

After a recent update, when a conversation is assigned to the user the format of the heading of the conversation of the assignee in the side panel is now "Sender > me" previous to the update it was "Sender > FirstName LastName". I'm requesti...
about 1 year ago in Assign / Assigning 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...
about 1 year ago in Custom fields (smart rules) 0 Backlog

Be able to set the "time passed since trigger" in a rule by days instead of only hours or minutes

I'd like to be able to automatically follow up with my customers shorly before their quote expires. Our quotes are vaild for 60 days so the current set up of following up withing hours isn't useful for me
over 1 year ago in Rule conditions 0 Backlog