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Workflows

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246 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.
about 2 years ago in Workflows 5 Backlog

Closer Calendar Link <> Sequence integration

I send out a multi-stage Sequence with a Calendar Link for booking a call. In cases where a recipient scheduled the call via my Calendar Link without responding to the Sequence email, I need to manually remove them from the Sequence before the nex...
25 days ago in Cal/scheduling efficiency / Outbound/Sequences / Scheduling Links 0
109 VOTE

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 ...
almost 2 years ago in Admin Experience / Custom fields / Workflows 1 Backlog

Flag all rules and macros that break when deleting a resource (tag, teammate, etc.)

When deleting a resource like a teammate, tag, or inbox, Front should flag all the rules and macros currently using that resource so that admin can update these workflows accordingly.
5 months ago in Rule management 1 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.
11 months ago in Macros 0 Planned

More granular permissions - disable field editing or other actions such as "reply"

Disable field editing to keep single source of truth in CRM as native sync from Hubspot or Salesforce for example are only one way batches. So if a user edits a contact field this wont be reflected in hubspot and when the next batch syncs, their c...
26 days ago in Admin Experience / Advanced rule conditions and actions / Compliance & security / Security / Workflows 0
109 VOTE

Configure business hours 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.
over 4 years ago in Admin Experience / Business Hours and time measure / Workforce management 12 Backlog

Option to assign through rules or keep assignment even if assignee is Out Of Office

When a teammate’s status is set to Out of Office, provide an option to allow new conversation assignments from rules and prevent unassigning existing conversations when new activity occurs.
over 4 years ago in Assign 1 Planned

Select channel when replying or forwarding with rules

Ability to change the channel used when replying or forwarding with rules. This useful when a conversation moves around multiple inboxes with different channels. This applies to the CSAT rule template too.
over 4 years ago in Auto-reply / Rule actions 2 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 ...
over 1 year ago in Time-based options 3 Backlog