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[context] Control what can appear as similar conversation by adding conditions (inbox, tags, inbound only ...)

Be able to specify or filter conversations shown as part of similar conversations based on criteria like the same or a specific: Inbox Tag Contact Account Type of inbound or outbond
about 1 year ago in AI / AI similar conversations 0 Backlog

Message template report - Outbound metrics - open, click, reply

Outbound metrics (seen / opened / nb of reach out before reply)
over 4 years ago in Insights 1 Will not do

CSAT: customize the stars

Allow to customise the CSAT stars , in survey and in signature Problems: Stars are not prominent enough for some customers Allow to make them stand out more. Some customer also want control over the starts look and feel
about 3 years ago in CSAT 0 Backlog

View internal KB on mobile app for end users

The ability to view internal articles on the mobile app
almost 2 years ago in Knowledge Base 0 Backlog

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.
about 2 years ago in Contacts 0 Backlog

Scheduling Meeting Polls

Ahead of scheduling the meeting, allow for a link to be sent out to multiple people with multiple time options so that everyone can weigh in and give their preference on a meeting time. From there, the organizer then choose to schedule the meeting...
over 2 years ago in Calendar - other 2 Backlog

Use different KBs per chatbot/AI answers depending on customer

Jerry Services has multiple internal KBs depending on what insurance company their customer uses - i.e. Geico, FarmersInsurance, Progressive. This brought up an idea where in the future, can we connect multiple KBs to use for AI answers and depend...
over 1 year ago in AI / AI answer for chat / Knowledge Base 0 Backlog

Stop inputted data from clearing when switching between tabs on desktop

Problem description: When using the feature to create a message template, add a contact and potentially other features, if you need to change tab e.g. go to your emails tab (or other tab), in Front to get some information from an email to paste in...
4 months ago in Client Platform 0

[action] AI compose to show the before and after

I wish AI compose to be easier to use. Problem 1: It requires to many clicks, it's not automated enough ideas: inline suggestion; autocomplete; floating bar ... Problem 2: hard to know the changes when using a compose text transformation ideas: Se...
about 1 year ago in AI / AI compose / Core Product Experience 0 Backlog

Filter message templates

Instead of seeing only 4 recent templates, and then ALL templates and having to scroll through everyone's, can we either increase the RECENT section or be able to filter by our own personal templates?
almost 2 years ago in Message templates 1 Backlog