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Safety nets for agents

This is an entire family of workflows around "I want to prevent something in special circumstances" Identified use cases: - Select a default channel in certain cases (i.e. "you have to use the risk@ channel by default when in the risk inbox") - Bl...
over 4 years ago in AI / AI angel (QA before sending) / Other (workflows) / Workflows 0 Backlog

Keyboard shortcut: Tab to cc field

Would like to be able to move from the "To" field to the "cc" field with the tab key as opposed to having to switch over to mouse, click "cc" in order to open up the field, then click into cc field and type name. The more I can navigate through me...
almost 2 years ago in Composer 2 Backlog

Dynamic image in signatures

Allow admins to design shared signatures where the image is individualised to the teammate. The image may be personal like a headshot or signature, or could be dependent on the team they belong to. This could be achieved through a new "image type"...
over 2 years ago in Custom fields / Signatures 1 Backlog

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

Multi-select dropdown field type for Collect teammate answers in macros

Allow multi-select dropdown prompt type as a teammate answer option in macros, so that teammate can select multiple values in the dropdown.
11 months ago in Macros 0 Backlog

Create Rule From Selected Message in the inbox

Starting the Rule Creation Process from an Example Message would Improve Workflow Given, rules are designed to manage what happens to a particular type of incoming message, it would be logical to start the process of rule create using an example m...
over 1 year ago in Workflows 1 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...
over 2 years ago in Filters 7 Launched

Rule description

Add a "description" field to rules to explain what they do, why they were created, who is responsible for their maintenance, etc.
about 3 years ago in Rule management 0 Backlog