Workflows

Provide the ability to copy rules instead of having to start custom rules from scratch every time and provide the ability to copy rules to other workspaces.

It would be great if a teammate could assign a Due Date for when a reply needs to go out for a specific conversation. We could tie in the Due Date with existing SLA rules, or issues notifications if the Due Date passes without a response from the ...

When sending out mass emails via Sequencing, it would be helpful to automatically follow up with recipients who didn't click the link in the email we sent them. Also, it would be helpful to be able to auto-follow up with those who didn't open the ...

Ability to preview automatically collected information (via rules or AI extraction) before a macro submits data to a third-party system via a connector. This preview step would allow users to correct any inaccurate or unexpected information prior ...

Rather than send each person a separate email, it would be great if we could separate by comma in the csv and have the sequence go to multiple recipients. Also, cc'ing more than one person in the To/From/Cc/Bcc fields.

Please consider adding a trigger for "being notified" (especially triggered by another rule). This would be incredibly powerful for daisy-chaining workflows. e.g., trigger rule when I have been notified by another rule. Use case: when an email is ...

Currently, when a macro uses an action that creates a new draft (like applying a message template or canned response), it generates a clean, blank message. It does not automatically include the previous conversation history, similar to how hitting...

SLA warnings currently show a rounded amount of time left before breach. We'd like to be able to either hover over the rounded amount to see the exact amount of time remaining, or just see the exact amount without hover.

Sometimes having the ability to override an SLA timer is required from various actions such as: Internal customer emails OOO automated emails trigger a SLA reply but no action is needed Conversations requiring no actions During initial o...

​It would be helpful to enable rules to be re-triggered by edited comments not just new comments, as users frequently update comments to include crucial information that may have been initially overlooked.