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Workflows

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170 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

Ability to copy rules

Provide the ability to copy rules instead of having to start custom rules from scratch every time and provide the ability to copy rules to other workspaces.
about 1 year ago in Workflows 2 Backlog

Rules action - Merge contacts

Rule action to merge the contact to an existing one (for channels that are not emails, using a different handle like chat).
about 2 months ago in Workflows 0 Backlog

Add "Time of the day is" as Rule Trigger

The existing time criteria all exist as conditions to rules rather than triggers. For an overnight coverage use case it would be extremely helpful to have a time-based trigger be capable of taking action on a conversation. "When the clock strikes ...
about 1 month ago in Time-based options 0 Backlog

SLA - Resolution time

SLA rules and analytics based on resolution time (not response time)
5 months ago in Insights / Workflows 0 Backlog

Conversation custom fields in Views

Add conversation custom fields as a filter in saved views. Today we have only 2 view filters (assignee and tags).
3 months ago in Custom fields / Views 0 Backlog

The ability to view & search within all rules that a company has

Giving admins the ability to have a top-down view of all rules that their company has. Would allow admins to search for specific rules based on their conditions.
about 1 year ago in Company rules 1 Backlog

Sequence updates

Update sequence functionality to provide additional information around open rate, bounce rate, etc.
2 months ago in Outbound/Sequences 0 Backlog

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...
about 1 year ago in Workflows 0 Backlog

Update the content of message when forwarding, replying or sending to slack with rules

Would be useful to have just the important info that the next team needs based on the information the previous team has compiled.
about 2 months ago in Rule actions 0 Backlog