Access runbooks, SOPs, checklists in the conversation
Often times, our staff needs to reference checklists and SOPs that guide them on how to resolve a customer request or to perform an assigned task that came into a shared inbox. Often times our teams have to go to an outside system to find the SOPs...
We have many different team members who do not use all of (or any of) our team inboxes, and do not need to see all of our message template folders mixed in with their personal message templates. It slows people down and is annoying to have to scro...
Currently, sequences can only be sent to pre-defined, static groups, or individual email addresses. This would be more flexible if groups could be defined dynamically, such as contacts with certain attributes.
Not all of our employees have the desktop app. They are coaches and communicate with parents - and it would be useful to provide that functionality in the mobile app.