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Add contact notes to dynamic variables in rules

When a request comes in from a known content it would be nice to extract the notes from a contact and paste them into the conversation as a comment so all context stored in a Contact is immediately viewable by the agent. It would save time clickin...
about 1 year ago in Smart rules 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.
about 1 year ago in Workflows 0 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

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

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

See "last time used" for message templates in message template list

No description provided
over 1 year ago in Other (workflows) 0 Backlog

Increase AI tags option

We're trying out the AI tagging system on our main IT mailbox, but the current limit of 10 tags is a bit restrictive for our needs. Ideally, we'd like to be able to set up 15-20 AI tags for better organization.
about 12 hours ago in Rule conditions / Smart rules 0

Fetching a teammate's Time Off via the API

Hi, I'd like to be able to fetch a teammate's vacation (wether if it's planned or ongoing) via an API endpoint. The end need would be to be able to alert specific clients on our webapp that the manager of their unit (as in real estate units) is un...
3 months ago in Teammate availability 0 Backlog

Apply logic rules to CSAT in signatures - to prevent it appearing for certain domains

We currently use CSAT survey in our collegues signatures. However i want to prevent this from appearing when we email certain domains (for instance internally. Having the ability to apply logic to say "Only show CSAT score link when X tag is visib...
3 months ago in CSAT - Customisation - Survey / Workflows 0 Backlog

Export Ruleset Table into CSV with Tag Name and Inbox Name

When you export a ruleset table as a CSV, instead of the inbox ID and tag ID being in the CSV file, show inbox name and tag name.
6 months ago in Other (workflows) 0 Backlog