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Notes on an account level in Contacts

There currently is the ability to add notes to a contact but when you switch the contact to the account level, that feature goes away. This would allow us to log notes to the account regardless of who reaches out to our support team.
over 1 year ago in Contacts 0 Backlog

Track 'seen' receipts

We often send out a test of a new email strategy / approach and it would be great to be able to measure 'opens' and 'clicks' like you can with a marketing campaign - to measure the success of various customer success or sales initiatives. I think ...
9 months ago in Insights 1 Will not do

Slack channels should still import message text/content if attachment size is too large

Currently we fail to import messages if the message contains a file over 25MB. However, it would be nice if we dropped the attachments that are too large, and still imported the message text. When this happens we should also display some type of w...
about 1 year ago in Existing integrations 0 Backlog

Ability to set the default composer size

Have the ability to set a default box size when replying or composing messages.
about 2 years ago in Core Product Experience 0 Backlog

Set chatbot hours and/or conditionally split chatbot responses based on hours

At a high level we would like to be able to only have our chatbot run in Off Hours and have our support representatives handle all live conversation during business hours. So part 1 of the request: be able to set the chatbot to only turn on during...
over 1 year ago in Live Chat 0 Planned

[core] AI tagging to support a default "other" tag

"Other" tag: It would be nice that if the AI tagging couldn't find a matching tag, that it would automatically apply an "Other" category tag. That allows up to review and account for new categories or potentially a need to re-train the AI tags. Po...
6 months ago in AI / AI tagging 0 Backlog

[test] AI suggested replies testing playground

Requests: I want to test how suggested replies would answer specific inquiries. I would like to access my KB content Today: I can't do that except if I send myself a fake email or if I create a testing inbox.
6 months ago in AI / AI suggested replies (auto draft) 0 Backlog

Adding more time conditions to CSAT surveys

This could help increase response rates on surveys by sending them only at times when people are more likely to respond. Ideally, we would like to keep the current Delay and be able to add additional criteria. For example, it would wait 24 hours a...
over 1 year ago in Rule conditions / Workflows 1 Backlog

Drag & drop an email as an attachment into a draft

Option to grab an existing e-mail communication and drop it into another one as attachment.
over 2 years ago in Attachments 0 Backlog

Knowledge base - Duplicate articles

Ability to clone/duplicate existant knowledge base articles.
over 1 year ago in Knowledge Base 1 Backlog