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Admin Experience

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All individual inboxes appear in analytics

Currently, when a teammate adds an individual inbox, they can choose whether it will appear in company analytics or not. This can be update one-by-one, but this is tedious and error-prone and still allows the setting to be changed later by the use...
about 3 years ago in Admins can lock teammate-level settings 0 Backlog

Lock down Make inbox visible to analytics button

Under inbox settings, anyone can toggle option to make inbox visible to analytics. Have had users toggle this off themselves when we want forever on. There is no way to audit this outside of seeing they are not on report so then we miss on their r...
4 months ago in Admin Experience / Insights 0 Backlog

Link TAG and SIGNATURE

When a specific TAG is being used -> link it to the proper signature. Ex: tag is "prospect" -> use the prospect signature. Same for client, same for a specific product or campain.
4 months ago in Signature management / Tags 0 Backlog

Be able to edit custom field in mobile app

Right now we are unbale to update custom fields in the mobile app. It would be great to be able to do this, especially for teams that work around the clock and on the go.
9 months ago in Core Product Experience / Custom fields 0 Backlog

Bulk upload Shifts

Mass changes for large teams in shifts are difficult to adjust in the product. Uploading via CSV would reduce the time needed to take these actions.
about 1 year ago in Admin Experience / Workforce management 0 Backlog

Use teammate groups to share Views

Share a View with a teammate Group, and pin it to their sidebar. This allows teammates to work from a shared backlog of conversations from certain inboxes and/or certain tags. This is quicker than manually selecting a list of teammates, and also m...
about 4 years ago in Object/resource management / Teammate Groups 0 Backlog

Custom Role and Permissions at the Company Level

The ability to give custom admin access without giving full company permissions.
about 1 year ago in Admin Experience 1 Backlog

Export rules to CSV

Provide an overview off all rules when doing housekeeping and auditing. This could be a global export and/or per-Workspace.
almost 2 years ago in Admin Experience 2 Backlog

Export tags to CSV

Provide an overview off all tags when doing housekeeping and auditing. This could be a global export and/or per-Workspace.
over 2 years ago in Admin Experience 0 Backlog

Restrict who you can @mention

In some cases it may be undesirable for users to mention other teammates, thereby inviting them to the conversation. Some examples Users should only be able to mention other teammates with access to the current Workspace Users should only be able ...
almost 4 years ago in Restrictions 3 Backlog