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Object/resource management

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Allow companies to set & enforce email signatures company wide and restrict the editing of email signatures.

Companies want to standardize their email signatures from a branding perspective. We want all users to have the same font and color scheme and to use only the company approved phone numbers [by team] and to have the proper email and website links.
about 1 year ago in Admin Experience / Signature management 0 Planned

Audit trail for admin activity

Provide visibility on actions taken by admins, to help teams work cohesively together. View historical activity when resources have been created, edited or deleted Rules Contacts Channels Inboxes Roles Teammates Teammate Groups Company settings Fe...
about 3 years ago in Admin audit trail 2 Backlog

Default channel per inbox

Currently, each teammate can configure their default channel, and this will apply to every inbox. However, teammates may need the default channel to change depending on which inbox the conversation belongs to or is currently being viewed. We can s...
about 2 years ago in Default channel management 2 Backlog

Prevent users from sending messages with shared channels

Admins may want teammates using an inbox to only send messages with their own individual channel. This could be because they want a consistent customer experience or in some cases to avoid sending an email to customer A from the customer_b@mycompa...
about 1 year ago in Default channel management 0 Backlog

New default channel option: Dynamically select channel based on inbox currently being viewed

If the 'Default channel' preference is left blank, the default channel selected for a new conversation is dynamically selected based on the inbox currently being viewed. This is a useful behaviour, but it is fairly blank since it is only applied i...
about 1 year ago in Default channel management 0 Backlog

Default signature per inbox

Today, signatures can be made available for specific shared channels, but this does not allow full control on defining which signatures should be applied in certain contexts. Allowing signatures to be defined per inbox allows admins to define the ...
about 3 years ago in Signature management 0 Backlog

Share a signature with a teammate Group

Today, an admin can create a signature and make it available on all individual channels. Could we allow admins to share a signature with a teammate Group? This would make it easier to tailor the signature content to attributes of the teammate, suc...
11 months ago in Signature management / Teammate Groups 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...
11 months ago in Signature management 0 Backlog

Audit trail for template create/edit/deletion

Allow admins to view when templates have been created, edited or deleted, including which user made the change.
11 months ago in Admin audit trail 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...
almost 3 years ago in Object/resource management / Teammate Groups 0 Backlog