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Support custom Zoho fields and layouts

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...
about 2 years ago in Existing integrations 0 Backlog

Conversation custom fields in Views

Add conversation custom fields as a filter in saved views. Today we have only 2 view filters (assignee and tags).
over 1 year ago in Custom fields / Views 0 Backlog

Customize chatbot flow based on contact fields

We would like to be able to customize the chatbot flow / serve our customers different flows depending on specific customer attributes (i.e., contact fields). Different customers fall under different categories in terms of how we will provide supp...
about 2 years ago in Chatbots 0 Backlog

Filter to search by custom field

Description: Being able to search for conversations with a specific Custom Field, for example, custom_field:"Priority=Medium" Solution: When typing the custom field value I have the results associated with it that are returned in the result set. I...
about 2 years ago in Filters 7 Launched

Update custom field value: add option for [Once] or [Always]

Hi Team, I would like to propose an enhancement to the rules engine—specifically, the ability to control how frequently a Conversation custom field is updated. It would be helpful to have a variable or condition that lets us specify whether a cust...
3 months ago in Rule actions 0 Backlog

Custom fields for Channels

While custom fields are currently enabled on the Inbox level, having these fields enabled a step further on the Channel level – the actual email customers use for example – would allow you to dynamically insert phone numbers, names, and other impo...
over 2 years ago in Custom fields (smart rules) 0 Backlog

Ability to create custom fields via the API

No description provided
over 2 years ago in Developer Platform 0 Backlog

Account custom fields tagging

Ability to create custom fields for different accounts. Example, tagging a specific custom fields that only applies to only 1 account and cannot be associated to any other account.
4 months ago in Custom fields 0 Backlog

Improve the Advanced Search builder

Description: The advanced Search builder is here to help write a search by filling specific fields like: From, To, Subject, Body, Status, Tag, and Account. Request: Add filters like: "searching in attachments", "has an attachments", "context links...
over 3 years ago in Filters - Query builder 2 Launched
4 MERGED

CSAT survey: Easier rules configuration options

Merged
It’s easy to create a rule to automatically send the survey per conversation, but it requires a more complex custom setup for more advanced configuration. For example with custom fields and custom smart rules to send a survey per contact and no mo...
over 1 year ago in CSAT 0 Backlog