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Ability to "mark conversations as distinct" so that option to merge disappears?
It would be great to have a way to "mark conversations as distinct" or "keep separate" so that the option to merge disappears at the bottom of the conversation (if it's appearing to being with). We've noticed use cases where we need to keep conver...
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The ability to pin an email at the top of an inbox
The ability to pin an email at the top of an inbox, similar to how you can "pin" an @mention comment. We have an employee working around this and snoozing an important email for a couple of minutes, so it appears at the top of his inbox. This can ...
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Merge conversations with mixed types (eg. email and Front forms)
Unfortunately, there isn't currently a way to merge conversations when one is started as a form submission, and the other was started via email.
The conversations have different "types" and are not compatible for merge, and we'd like to be able ...
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[granularity] AI summary at the contact and account levels
See a summary of conversations with a specific contact See a summary of conversations with a specific customer/account review all email correspondence with the client account list all references to the word 'transfer pricing' with date, subject he...
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