Allow non-company admins to create and manage custom fields
Today, only a company admin has the ability to create, edit and delete custom fields. This can prevent trusted Workspace admins from setting up the Workflows they need autonomously. How could we allow more users to set up custom fields?
Frontline users can see rule logic with view-only access
This will help with transparency as to how/why messages are getting assigned to them or not. This could be managed with a view-only permission for custom roles.
There are several scenarios where an admin may want to convert workspace tags to company tags and/or merge multiple tags together An admin starts creating multiple Workspaces and realises some of their tags should be available across the new Works...
Restrict conversation actions for a specific inbox i.e. View-only inbox access
Today, teammates can be given different sets of conversation permissions (e.g. ability to send a reply) between different Workspaces. However, creating a dedicated Workspace just for this purpose can be over-the-top and have undesired side effects...
Make sure customer data is not being stored indefinitely and unnecessarily by automatically hard-deleting conversations that have been in the trash for 7 days. This is already possible today, but only by activating the data retention policy featur...
Add custom fields for more resources: Company, Workspace Add more custom fields types: Tag List, ... This can unlock many scenarios that need a centralised record of constants: incident management with IMs, advanced rules scenarios etc.
Today there is no simple way for a teammate's login email to be updated from within the company settings. Editing the email could potentially trigger a notification to the user. There may be some cases where editing the login email is not permitte...
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...
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...