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Admin Experience

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Manage Workspace role/permissions with Teammate Groups

Today teammate Groups can be used to grant access to a Workspace with the default access role. This means that if an admin wishes to grant any other role with a teammate Group, they must assign it to users individually. This can becomes messy and ...
over 2 years ago in Teammate Groups 2 Planned

Company wide message templates

Allow shared message templates to be created that can be used across multiple Workspaces. This saves admins from needing to duplicate message templates.
over 3 years ago in Workspaces 0 Backlog

Proactive QA (AI Seatbelt)

Using AI to determine if messages agents are drafting to send violate key quality assurance metrics, create confusion, or otherwise may result in a low customer satisfaction for that conversation (DSAT). Simple things like tone, grammar/ spelling ...
7 months ago in AI / AI angel (QA before sending) / AI insights / Composer / Manage conversation content 1 Backlog

Granular Permissions for Create/Edit/Archive/Delete

Currently, in the roles permissions section (e.g., the Tags section), there is a single checkbox for "Shared tags - create/edit/archive/delete," which allows users to either perform all actions or none. To improve flexibility and control, it would...
4 months ago in Permissions 0 Backlog

Admins can filter the teammate list

From Company settings > Teammates, allow the list of teammates to be filtered by certain attributes. Please leave a comment with details on what you would like to filter on and for what purpose.
about 2 years ago in Teammate management 2 Backlog

Admins can create team vacation responders

Admins can specify when a team will be on vacation and define the dates and responder. This could be achieved by selecting certain teammates, or potentially an inbox setting.
about 2 years ago in Teammate availability 0 Backlog

Account custom fields tagging

Ability to create custom fields for different accounts. Example, tagging a specific custom fields that only applies to only 1 account and cannot be associated to any other account.
about 2 months ago in Custom fields 0 Backlog

Export message templates to CSV

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

Separate out Conversation Delete / Mark as Spam in Roles & Permissions

It would be helpful to separate out the checkbox for Conversations - delete / mark as spam, as deleting could have negative consequences for a shared inbox that we'd like to prevent, while marking as spam is really an action of a different nature ...
4 months ago in Conversation/inbox permissions 0 Backlog

Individual signature should not take priority over shared signature

As an admin, I can define a shared signature for a given channel/channels. However, if a user creates an individual signature, then the individual signature will become the default. How could an admin make sure that for a given inbox/channel, thei...
about 2 years ago in Signature management 0 Backlog