WFM: inbox access permissions logic when filtering the schedule
Enhance the filtering functionality in the schedule so that the inbox filter and teammate filter are more integrated: ensure that when an inbox is filtered, only those teammates with access to that specific inbox are displayed, thereby reducing co...
Add rules action to exclude a message from a conversation
The current options for dealing with unwanted messages like OOO replies are limited to archiving/resolving the conversation or merely tagging the message. For shared inboxes with ticket statuses enabled, the "Archive conversation" action inappropr...
Exclude out of office inbound messages from SLA evaluation
Out-of-Office (OOO) messages are currently reopening tickets in shared inboxes and triggering SLA rules. This forces support teams to constantly revisit tickets, and adds unnecessary workload and frustration The system should offer a native rule a...
"Stop processing other rules” option for branching rules
This would allow teams to prevent overlapping automation triggers and ensure that branching rules execute exclusively and efficiently, improving rule logic control and workflow accuracy, and maintaining feature parity with linear rules.
New Metric - Users’ daily activity averages over time within the Team Performance dashboard.
Why it’s useful: It helps managers understand how consistently their team members are sending messages throughout the month, rather than just seeing a total count. A daily average provides a clearer picture of each person’s typical workload and co...
Allow Company Admins Full Permissions to Create and Edit Views
Currently, Company admins experience the following two issues when creating and editing Workspace Views:
Company Admins must also have Workspace Admin access to create views
Company Admins must have direct access to each inbox relevant for a v...
CSAT: add conversation/thread subject variable in message body
I could add conversation/ticket ID into subject or message body, but for a person with multiple conversation threads it could be confusing to relate which survey to the respective conversation. It would be helpful for the respondent to be able to ...
Multiple Respondent Survey Form should know the respective email address
Currently CSAT survey post closing a ticket/thread for multiple email recipients are sent out with generic email. The form requests for the respondent to enter their email address. It would be easier and quicker for the respondent to respond if Fr...