Rule actions

Due to an increase in phishing emails lately and a possible influx of more capable attempts with the advancements in AI tech it's important to make sure there are processes in place to catch them before they can cause issues. The idea is a new rul...

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...

Customize content of the Slack message when using the Send to Slack rule action.

Rule action to update Contact or Account default fields in addition to Custom Fields.

Instead of replying in the same thread, it can sometimes be beneficial to send it as a new conversation

Ability to snooze a conversation from rules.

Ability to change the channel used when replying or forwarding with rules. This useful when a conversation moves around multiple inboxes with different channels. This applies to the CSAT rule template too.

Users sometimes use individual tags on shared conversations for their own personal classification. We currently do not allow rules to do this because individual rules run only on individual inboxes.