[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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Teams that deal with sensitive content that may be subject to audit are looking for a way to take a snapshot of all content (emails/comments) on a conversation so they can store it elsewhere.
Our team sometimes needs to preview a full message template before selecting it, so it would be great to have a way to do this without having to select the message template. Have a preview button option that pulls up a modal with the full template.
Log timeline activity on conversation subject being manually changed
My team spotted a couple of cases where the subject of a message did not align with the conversation subject; it turns out someone on the team manually edited the conversation subject. To make cases like this clearer, it would be useful to have a ...
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Better email logging: e.g. being able to search for the company and deal that a contact might be associated with and then log the email to those specific records. Allow admins to customize display fields for all teammates Associate newly created d...