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Advanced rule conditions and actions

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More granular permissions - disable field editing or other actions such as "reply"

Disable field editing to keep single source of truth in CRM as native sync from Hubspot or Salesforce for example are only one way batches. So if a user edits a contact field this wont be reflected in hubspot and when the next batch syncs, their c...

Auto-reply including conversation history

No description provided
over 4 years ago in Auto-reply 0 Backlog

Select signature when autoreplying

Select signature when using the [Reply with a message template] rule or macro action.
over 4 years ago in Auto-reply 0 Backlog

Notify action to rule templates

Adding a "notify" action to rule templates in the new rule library
about 2 years ago in Notify 0 Already available

Require tag rule not triggering on move

Ability to choose the trigger: archive or move, but not both as is the case today.
over 3 years ago in Advanced rule conditions and actions 0 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 ...
6 months ago in P3 display / Time-based options 0 Backlog

Template to rule (building workflows off each template)

When you create a template, ability to create a rule off this template. Today you have to copy some of the template body to create a rule but it would be great if you could: Create rule If this template is used Then do X
over 2 years ago in Advanced rule conditions and actions / Workflows 0 Backlog

Manipulating text lists in Dynamic Variables

I have a use case where I match text patterns in a message body (like ORDER-{digits}) and want to convert all matches to markdown links ( `[ORDER-123](https://example.com/orders/ORDER-123)` ) Right now this is not supported - as there's no way to ...
8 months ago in Advanced rule conditions and actions / Smart rules / Workflows 0 Backlog

Ability to see the 'seen' icon along with the sent time in the automated response email.

Ability to see the 'seen' icon along with the sent time in the automated response email. It will help the support with a more precise answer.
about 1 year ago in Auto-reply / Email channels 0 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...
almost 3 years ago in Assign / Assigning 0 Backlog