All ideas

Problem When a macro automatically collects information via rules or AI extraction and submits it to a third-party system, inaccurate extraction can lead to incorrect data being sent. Request Add a preview step before macro submission so users can...

Request: We would like to see an "Attachment Content" condition added to the Rules engine (potentially using OCR or AI parsing) that allows us to set triggers based on text or numbers found within a PDF file. The Problem: We are a high-volume Manu...

Support custom layouts Case 1 Currently, for integration for Zoho CRM uses the default CRM layout for modules, like leads, contacts etc. Many customers will use a custom layout, meaning that they cannot use the integration effectively side from ju...

Problem Wildcard (*) searches don't reliably return results with word variations and truncations. Request Improve wildcard support in search queries and filters to return all relevant word variations.

Problem Unsubscribing from a conversation thread prevents all subsequent emails from that thread from being delivered, even when an email is addressed directly to the user. Request Deliver emails sent directly to an individual even if they've unsu...

Problem Currently, there is no trigger for when a teammate is notified (especially by another rule), limiting automation and workflow daisy-chaining capabilities. Request Add a trigger based on teammate notification to enable more powerful workflo...

Problem In long conversations, the reply button and compose area are hidden as you scroll, requiring users to scroll to the top or bottom to find them again. Request Keep the reply button and compose area visible at all times while reading long co...

Problem When viewing emails with horizontal overflow, the scroll bar only appears at the bottom of the message, requiring users to scroll down to see it. Request Display the horizontal scroll bar throughout the message view for easier access to wi...

Problem Agents can finish calls and move on without documenting notes or tags, reducing conversation context and organization. Request Display a popup window after voice calls that requires agents to add notes and tags before allowing them to arch...

Feature Request: Nested / Sub-Contact Lists Problem Contact lists are flat — there's no way to nest one list inside another. When a rule references a contact list (e.g. an exclusion list), any changes to that list require an admin to manually upda...