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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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19
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Ability to log email to multiple Salesforce contacts at same time
The Front Salesforce plugin is great for logging emails to SFDC on an ad-hoc basis! However, if you have multiple SFDC contacts on an email, you have to log the email to each of their SFDC profiles individually. It would be an amazing time-saver i...
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27
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27
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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...
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13
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[core] AI tagging rule to support more triggers (e.g move, new inbound conversations)
Ideally, we'd want every conversation in our shared inboxes to get tagged so they can be triaged to the appropriate inbox. The AI tagging rule doesn't support moves Trigger on New Inbound Conversations Only: The AI tagging rule doesn't seem to sup...
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