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Workflows

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247 VOTE

See how a rule works during rule creation/edition

As an Admin, I want to be able to create a rule and immediately see how it impacts my inbox while I am creating the rule, so that I don't need to wait a few days to better understand whether it's behaving in the way that I need it to behave. Pleas...
almost 2 years ago in Rule management / Workflows 2 Planned
177 VOTE

Ability to copy rules

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.
almost 2 years ago in Workflows 5 Backlog

Assign Due Dates to Conversations

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 ...
over 1 year ago in Admin Experience / Custom fields / Workflows 0 Backlog

Loops in rules to process multiple items in a list

Ability to set a looping logic for rules to process multiple items in a list. E.g. split an array to send an app request for each item in the array.
15 days ago in Workflows 0 Backlog

Detect duplicate conversations & route them

Situation: Support teams can encounter multiple customer requests that are duplicates of previously resolved issues, leading to redundant work and decreased efficiency. Request: Implement a feature that automatically detects and flags duplicate cu...
4 months ago in AI / AI similar conversations / Workflows 1 Backlog

Macros to provide a search function in a 3rd party system to select input

When choosing a macro to perform an application request, we want the ability to search for an object in a 3rd party system to maintain inputs against, or log inputs against. Example: a prospect, Shippeo, currently have a Gmail extension that allow...
2 months ago in Developer Platform / Macros 0 Backlog

Macros available in Company settings

Ability to create macros at the company level, allowing them to be deployed across multiple workspaces and initiated from individual inboxes.
5 months ago in Macros 0 Backlog

Add "Time of the day is" as Rule Trigger

The existing time criteria all exist as conditions to rules rather than triggers. For an overnight coverage use case it would be extremely helpful to have a time-based trigger be capable of taking action on a conversation. "When the clock strikes ...
10 months ago in Time-based options 3 Backlog

Configure business hours and shifts as a calendar

Instead of "From 9 to 5 from Mon to Fri", be able to say "From 9 to 5 from Mon to Fri, except on Dec 25, Jan 1, etc". This allows to take plan for holidays, teammate PTOs, company events, etc.
almost 4 years ago in Admin Experience / Calendar - other / Workforce management 9 Backlog

Multi-select dropdown field type for 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.
about 2 months ago in Macros 0 Backlog