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Rules for Discussions

Adding the ability to apply rules to Discussions in the same way rules can be applied to messages in inboxes. A new trigger for "discussion is added" or something along those lines so we can auto-tag/assign/archive discussions following the same w...
over 1 year ago in Workflows 0 Backlog

Skip a rule if the activity (trigger) is API-created rather than human created

As an Admin, I want the ability to add a rule condition that stops a rule from running if it's triggered by an API rather than human creation.
over 1 year ago in Workflows 0 Backlog

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...
over 1 year ago in Workflows 0 Backlog
203 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...
over 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.
over 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}}"
over 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.
over 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.
over 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...
over 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...
over 1 year ago in Assign / Assigning 0 Backlog